Head of Client Operations & Onboarding

USI Insurance Services; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid time off

Paid holidays

Paid family leave

Life insurance

Short/long-term disability

Job summary

USI Insurance Services is seeking a seasoned leader to manage the operational activities of client service functions, including onboarding and retention for new and existing clients. You will oversee an Employee Account Management team, train staff, and drive best practices for service platforms while ensuring messaging aligns with USI's value proposition.

In this role, you will advise key accounts, manage staffing and budgets, and coordinate with practice leaders on value propositions.

Qualifications

• 10+ years of related insurance experience in a client interfacing role.
• Prior managerial experience required. Strong team leadership abilities.
• Must hold or be willing to earn life & health insurance license.
• Keep informed about industry information, technology and trends.
• Able to understand, interpret and convey technical information to others.
• Broad understanding of general accounting practices.
• Ability to adapt to changes in systems, procedures, processes and policies.
• Excellent organizational, time management and multi-tasking skills.
• Comfortable with internet-based programs and Microsoft Office products. Knowledge of BenefitPoint preferred, but not required.
• Effective interpersonal, problem solving and conflict resolution skills along with sound judgment.
• Excellent oral and written communication skills.

Responsibilities

• Manage, train and coach all client facing staff on all job functions.
• Develop and implement best practices related to customer service platform and systems.
• Drive strategic customer service initiatives and improve non-production staff efficiencies.
• Ensure staff understand the production messaging and USI value proposition in the marketplace.
• Understand and maintain the OpCo budget and appropriate staffing levels.
• Advise clients on industry trends, legislative rulings and market events.

Skills

Client management

Team leadership

Insurance knowledge

Communication skills

Analytical thinking

MS Office

Education

College degree

Tools

Sagitta

BenefitPoint

Job description

USI Insurance Services is seeking a seasoned leader to manage the operational activities of client service functions, including onboarding and retention for new and existing clients. You will oversee an Employee Account Management team, train staff, and drive best practices for service platforms while ensuring messaging aligns with USI's value proposition.

In this role, you will advise key accounts, manage staffing and budgets, and coordinate with practice leaders on value propositions.