Job Title: Director of EB Operations
Department: Corporate Employee Benefits
Reports To: EB Vice President of Operations
FLSA Status: Exempt
Job Code: Manager
Summary The Director of EB Operations will continually develop, implement, and monitor adherence to AssuredPartners procedures and workflows. The Director of EB Operations will increase EB service excellence, efficiency, and professionalism through improvements in processes and automation utilization. In addition, the Director of EB Operations will focus on identifying and developing operational tools and opportunities to improve sales capabilities and client retention.
Develop, implement, and continually improve upon AssuredPartners procedures and workflows, to ensure standardization, consistency, and minimization of E&O exposure throughout the Agency.
Develop, implement, and oversee an EB Service training program for new hires and existing employees. Training program will be unique to the employee’s role, and will encompass the insurance concept itself, the procedure specific to AssuredPartners, technology, continuing education and the workflow within the Agency Management System.
Oversee conversion process to ensure that AssuredPartners acquisitions’ Agency Management System data converts successfully and efficiently into Benefit Point.
Oversee acquisition training. Training will be designed specifically for the acquisition and will include AssuredPartners procedures and Agency Management System workflows.
Identify opportunities for maximizing contingency income for the company. Analyze carrier contingency programs to identify opportunities for increased revenue; work with the Accounting Department to ensure prompt payment of carrier contingency payments. Provide management with data to support contingency budget.
Oversee internal audit process for EB and EBSBU throughout the agency. Concentrate on adherence to procedures and workflows. Provide results to management and service staff. Identify and develop additional training opportunities as needed.
Identify and develop operational tools and opportunities to improve sales capabilities and client retention.
Maintain overall integrity of Agency Management System data, documentation, and historical information. Extract Agency Management System information to compile accurate and beneficial data by utilizing Benefit Point Reports.
Develop new/improve upon existing Agency Management System workflows, to ensure AssuredPartners is utilizing the most current and efficient tools and technology available. Educate and train all applicable employees on new or revised workflows, tools and technology as needed.
Directly supervise Project Managers in the Employee Benefits Department. Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university; Minimum of 5 years insurance experience; Employee Benefit experience preferred.
To perform this job successfully, an individual should have knowledge of Database software; Internet software; Project Management software; Spreadsheet software and Word Processing software.
Certificates, Licenses, Registrations
Valid driver’s license.
Life & Health Insurance License
Frequent travel required.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include distance vision, peripheral vision and ability to adjust focus.