Employee Benefits Operations Leader

Criterion Executive Search, Inc.; Los Angeles (CA); Hybrid; USD 120,000 - 160,000; Full time

Job summary

Criterion Executive Search, Inc. is seeking an experienced Employee Benefits Operations Leader to build and strengthen the operational structure of its Western region.

This hands-on role will help create and improve workflows, processes, service standards, and team structure while working closely with leadership to improve efficiency, accountability, and client service. This role requires 10+ years of EB experience, a strong background in Operations/Account Management Leadership, and proven

Qualifications

• 10+ years of Employee Benefits experience in an insurance agency environment.
• Strong background in Operations and/or Account Management Leadership.
• Experience building or improving EB processes and organizational structure.
• Proven leadership and team-development experience.
• Strong analytical, organizational and communication skills.
• Comfortable working strategically while also being highly hands-on.
• Bachelor's degree preferred.

Responsibilities

• Build and improve EB workflows, processes and operating procedures.
• Help create the structure, accountability and service model for the practice.
• Identify operational gaps and implement practical solutions.
• Oversee workflow, capacity and performance across multiple teams.
• Develop and mentor employees and future team leaders.
• Work with leadership on growth, profitability and operational goals.
• Establish consistent processes and best practices across offices.
• Be willing to roll up your sleeves and do the work while the organization builds out its leadership structure.

Skills

EB experience

Operations leadership

Account management leadership

Process improvement

Leadership development

Analytical skills

Organizational skills

Communication skills

Hands-on mindset

Education

Bachelor's degree preferred

Job description

Location: California, Multiple Office Locations (Travel 25-30%)

Hybrid: Greater Los Angeles Area / Southern & Northern California

A growing insurance agency is seeking an experienced Employee Benefits Operations Leader to help build and strengthen the operational structure of its Western region.

This is a hands-on operations leadership role. The right person will help create and improve workflows, processes, service standards, and team structure while working closely with leadership to improve efficiency, accountability, and client service.

Key Responsibilities:

• Build and improve EB workflows, processes and operating procedures
• Help create the structure, accountability and service model for the practice
• Identify operational gaps and implement practical solutions
• Oversee workflow, capacity and performance across multiple teams
• Develop and mentor employees and future team leaders
• Work with leadership on growth, profitability and operational goals
• Establish consistent processes and best practices across offices
• Be willing to roll up your sleeves and do the work while the organization builds out its leadership structure

Ideal Background:

• 10+ years of Employee Benefits experience in an insurance agency environment
• Strong background in Operations and/or Account Management Leadership experience
• Experience building or improving EB processes and organizational structure
• Proven leadership and team-development experience
• Strong analytical, organizational and communication skills
• Comfortable working strategically while also being highly hands-on
• Bachelor's degree preferred

This is an opportunity for an experienced EB professional to have a significant impact on shaping this growing practice and building out the structure and operations.