Bachelor's degree; advanced degree or industry designations preferred.
10+ years in Employee Benefits brokerage or consulting, with 6+ years in service leadership.
Deep knowledge of employee benefits products and compliance requirements.
Proven ability to lead service teams in a growth-oriented environment.
Strong operational and problem-solving skills.
Exceptional communication and leadership capabilities.
Responsibilities
Develop and execute service strategy aligned with growth objectives.
Establish service delivery models and workflows for scalable growth.
Serve as senior service leader for complex client issues.
Partner with Managing Director to drive profitability and operational discipline.
Ensure high-quality service delivery across client segments.
Lead and mentor a high-performing team of service leaders and support staff.
Monitor client satisfaction and service KPIs to identify improvement opportunities.
Benefits
Company Paid Life Insurance, Long-Term and Short-Term Disability.
Medical, Dental, Vision and FSA/HSA plans.
401(k) with company match.
Voluntary benefits including Critical Illness and Accident Insurance.
Generous PTO.
Collaborative team environment.
Full Job Description
This position will report to our agency located in Canton, MA, Mansfield, MA, Farmington, CT or Cranston, RI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a hybrid position.
Responsibilities:
Develop and execute a service strategy aligned with firm growth objectives, client segmentation, and revenue targets.
Establish and maintain service delivery models, workflows, and standards to support scalable growth.
Serve as the senior service leader and escalation point for complex client or carrier issues.
Partner with the Managing Director to drive profitability through efficient resource utilization and operational discipline.
Ensure consistent, high-quality service delivery across applicable client segment(s).
Oversee Roadmap process delivery and execution Segment-wide.
Act as executive sponsor on select strategic accounts to ensure satisfaction, retention, and expansion.
Monitor client satisfaction, retention metrics, and service KPIs to identify risks and improvement opportunities.
Lead, mentor, and develop a high-performing team of service leaders, consultants'/account executives, account managers, and support staff.
Foster a culture of accountability, collaboration, continuous improvement, and client-first mindset.
Recruit, onboard, and retain top service talent; support succession planning and career pathing.
Establish training standards and professional development programs to enhance technical and consultative capabilities.
Serve as a strategic partner to the Sales Director to support new business onboarding, transitions, and integration.
Align service resources to support sales growth while protecting service quality andclient experience.
Provide service input on prospect strategies, capabilities, and resource planning.
Support retention and cross-sell initiatives through proactive service leadership
Establish and enforce service standards, quality control, and best practices across theservice organization.
Partner with compliance, data analytics, finance, and operations teams to ensure adherence to regulatory and internal requirements
Optimize workflows, service models (Roadmap), and utilization through process
improvement and effective use of technology.
Leverage reporting and analytics to manage capacity, forecast needs, and improve performance
Maintain strong strategic relationships with carriers and vendor partners.
Ensure service teams are leveraging carrier markets effectively and consistently.
Stay informed on market trends, carrier changes, and regulatory developmentsimpacting service delivery.
Qualifications:
Certification: L&H license
Bachelor's degree required; advanced degree or industry designations (CEBS, RHU, etc.) preferred.
10+ years of progressive experience in Employee Benefits brokerage or consulting, with 6+years in a service leadership or operational management role.
Deep knowledge of employee benefits products, funding arrangements, compliancerequirements, and carrier markets.
Proven ability to lead and scale service teams in a growth-oriented environment.
Strong operational, organizational, and problem-solving skills.
Exceptional communication and leadership capabilities with both internal teams and external clients.
Experience partnering closely with sales leadership to support growth and retention.
Travel and overtime may be required to fulfill the requirements of this position.
Benefits:
Company Paid Life Insurance, Long-Term and Short-Term Disability.
Medical, Dental, Vision and FSA/HSA plans.
401(k) with company match.
Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
