Operations Manager - Employee Benefits Insurance Advisory Solutions

October 17

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The Baldwin Group

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Commercial Risk Management • Private Risk Management • Personal Insurance • Employee Benefits • Asset and Income Protection

1001 - 5000

Description

• The Operations Director will set direction to establish the group's vision as it relates to Firms goals and objectives and utilizing intellectual rigor to create strategy and build a profitable and sustainable culture. • Drive firm operations to insure efficiency, quality, service, and cost-effective management of resources. • Evaluate and refine service strategy, to enhance the client experience and retention while increasing sales velocity. • Promotes and sustains a high-performance culture through attracting, developing, and retaining a highly motivated and effective service, and support team. • Review key performance indicators, activity reports and financial statements to determine progress and status in attaining objectives and revise objectives and plans in accordance with current conditions. • Establish, gain approval, and ensure the development of the annual Firm operating and capital budgets. • Provide support towards overall Firm goals and objectives as needed.

Requirements

• 4-year business degree with additional professional development preferred • 5 years’ experience in senior leadership roles at service or insurance businesses required; 5+ years’ experience in senior leadership roles at service or insurance businesses preferred • Experience with managing and motivating colleagues in a professional services sales/service environment. • Excellent leadership skills with the ability to make complex decisions. • Experience in strategic planning and execution; well-developed problem-solving skills, with an emphasis on innovative and creative solutions that result in higher profitability. • Highly organized, disciplined, hands-on and process-oriented leader who is not afraid of digging into details when necessary. • Actively seeks out and supports collaborative thinking and problem solving with others in the organization. • Does not view collaborative dialogue around decisions as a personal attack on abilities. • Ability to develop financial plans and manage resources. • Can analyze and interpret financial data to detect trends from financial statements. • Excellent communication skills, both oral and written. • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) • Ability to learn any other appropriate program or software system used by the firm as necessary.