Regional Vice President of Employee Benefits Operations

Foundation Risk Partners, Corp.

Walnut Creek (CA)

On-site

USD 225,000 - 300,000

Full time

10 days ago

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Benefits offered by this job

Health plan
401(k) match
Life insurance
PTO + holidays

Job summary

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is seeking a Regional Vice President of Employee Benefits Operations based on the West Coast in California with travel as needed.

The role oversees regional employee benefits operations, aims to optimize processes, manage P&L, and ensure client satisfaction while collaborating with national leaders on profitability and service delivery.

Qualifications

  • Bachelor’s degree required; 10+ years in agency operations or account management.
  • Proven leadership with profitability and growth track record.
  • Strong communication and training capabilities.

Responsibilities

  • Define, implement and manage SOPs; drive process improvements and accountability.
  • Ensure regional units follow workflows, service standards and regulatory compliance.
  • Analyze current operations and propose improvements.
  • Plan, monitor and analyze regional performance metrics for efficiency and accuracy.
  • Facilitate cross-department communication and collaboration.
  • Collaborate with leadership on budgeting to ensure profitability and sustainability.
  • Develop, implement, and monitor day-to-day operational systems with visibility into goals.
  • Identify new solutions to enhance FRP’s capabilities and offerings.
  • Set regional performance goals and lead teams to achieve them.
  • Address utilization and capacity planning across the region.
  • Identify, train and develop talent within the region.
  • Solve problems and address issues as they arise.

Skills

Leadership
Strategic thinking
Operations management
Process improvement
Budgeting
Cross-functional collaboration
Communication
Analytical skills

Education

Bachelor’s degree

Tools

Microsoft Office
Salesforce CRM
SharePoint
Adobe Pro

Job description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Regional Vice President of Employee Benefits Operations to their team on the West Coast. The ideal candidate will be based in California with the ability to travel to the regional offices as needed.

Job Summary:

The Regional Vice President of Employee Benefits is a leadership position that manages and oversees the overall business operations for employee benefits for a defined region. In collaboration with the Regional Sales and Finance Leaders, this position is responsible for managing a portion of the regional P&L including, but not limited to the profitability, growth and overall service delivery within the region. The RVP will seek to optimize processes and service models, evaluate new programs, and work with Sr. Leadership to create a flawless client experience and execute upon corporate initiatives.

Essential Functions:
  • Work closely with the national operations leadership team to define, execute and manage standard operating procedures, drive process improvements and accountabilities to drive efficiencies/work quality.
  • Ensure that business units within the region adhere to defined workflows, processes, service standards and compliance w/regulatory standards.
  • Analyze current operational processes and performance, recommending solutions for improvement when necessary.
  • Plan, monitor, and analyze key metrics for the day-to-day performance of the operations (regionally) to ensure efficiency and accuracy.
  • Facilitate communication across departments and business units.
  • Collaborate with national/regional leadership with the budgetary process to ensure profitability/sustainability.
  • Develop, implement, and monitor day-to-day operational systems and processes that provide visibility into goals, progress, and obstacles.
  • Improve upon existing and identify new solutions that enhance FRP’s capabilities and/or suite of service offerings.
  • Responsible for setting performance goals (regionally) and attaining them through team direction and management.
  • Work with leadership to address utilization and capacity planning (includes assessment of overall team and individual performance).
  • Identification, training and development of talent within the region.
  • Effectively solve problems/issues as needs arise.
Competencies & Qualifications:
  • Strong organizational, multitasking, and detail-oriented skills.
  • Strong quantitative and analytical skills, including the ability to understand and break down processes, develop step-by-step procedures, and translate the process to writing and training processes.
  • Practical self-starter; motivated to learn and improve.
  • Organized; always prepared; attentive to detail.
  • Demonstrated persistence and resilience at accomplishing difficult tasks.
  • Demonstrated strong leadership skills and the ability to create relationships (internally and externally).
  • Able to think at a high level, but also willing to roll up their sleeves and do what it takes to get the job done.
  • Display excellent, clear and dynamic communication skills; oral, written and presentation.
  • Proficient in the use of Microsoft Office Suite (Word, Excel, PowerPoint, etc.), Salesforce CRM, SharePoint and Adobe Pro.
Education & Experience:
  • Bachelor’s degree
  • Minimum 10+ years' industry experience in an agency environment with a background in Operations and/or Account Management with proven track record of successful leadership and growth.
Pay Transparency Range:

$225,000 USD - $300,000 USD

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

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