Related skills
salesforce excel leadership budgeting powerpoint📋 Description
- Lead the West Region Benefits Consulting team and own regional customers.
- Manage Principal Consultants and ensure delivery quality.
- Build relationships with carriers, administrators, and industry partners.
- Travel to meet customers and develop virtual/in-person relationships.
- Track region KPIs, budgets, and goals; identify improvement opportunities.
- Develop and train the team with Brokerage Operations leadership.
🎯 Requirements
- Life & Health Producer's License.
- 15+ years in benefits consulting & brokerage; 5+ in leadership.
- Large Group benefits exp; Fully Insured, Level-Funded, Self-Insured.
- Strong insurance industry relationships.
- People management; lead teams of 30+.
- Proven retention and customer satisfaction track record.
- Working knowledge of Google Suite, MS Excel, Word, PowerPoint, Salesforce.
- Ability to work in the US.
🎁 Benefits
- Flexible Time Off.
- Remote-first environment; US-based.
- Health benefits: Medical/Dental/Vision; HSA; Life & Disability.
- Stock options for full-time employees.
- Remote Work Stipend of $1,000; Paid Parental & Bonding Leave; Employee Referral Bonus Program.
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