Job Summary:
JOB SUMMARY: Responsible for overall management of unit book of business and Associates.
ESSENTIAL DUTIES:
• Overall responsibility for unit performance including growth and persistency.
• In addition to leadership responsibilities, continue to serve as Account Executive/Consultant on a Book-of-Business.
• Allocate resources/assign cases and prospect projects within the unit.
• Determine staffing needs for unit and represent unit's needs/issues to Practice Leader.
• Actively participate in the interviewing and recruiting process for new hires.
• Primary role in continued training, development and primary resource for team members.
• Manage Associates and complete performance evaluations for unit (including salary and bonus review).
OTHER RESPONSIBILITIES:
• Assist Producer in sales opportunities to prospective clients.
• Determine when Producer involvement is necessary in problem resolution.
• Assist Producer in establishing and meeting target revenue goals for existing and new business.
• Assist with the development and maintenance of annual budget and business plan which includes budget and salary requirements.
• Attendance of internal meetings/educational programs.
• Participate in Leadership Team.
Requirements:
EDUCATION, EXPERIENCE AND SKILLS REQUIRED:
• Bachelor's degree in business or related field or commensurate industry experience required
• 10+ years of brokerage/consulting experience required, along with experience leading team
• Excellent organization, communication and negotiation skills.
• Excellent computer skills, including word processing and spreadsheet expertise.
• A complete working knowledge of welfare benefits in multiple product lines (i.e. medical, dental, life, AD&D, disability) with a clear understanding of risk and insurance.
• Complete working knowledge of differing financial arrangements and products available to clients (i.e. fully insured, minimum premium, ASO).
• Must be knowledgeable on compliance requirements and federal legislation.
• Willingness to travel as needed
