Operations Director

Integrity Marketing Group - Chicago, IL

Full-time - Senior

Chicago, IL

Professional, Scientific, and Technical Services

About the position

As the Director of Client Relations and Operations at J. Manning & Associates, you will be instrumental in enhancing client relationships and optimizing internal operations. This role involves close collaboration with various teams to ensure exceptional service delivery and client satisfaction, while also driving strategic growth and cultivating a robust network of broker and employer clients.

Responsibilities

• Collaborate closely with the Chief Operating Officer to assist in the planning, execution, and monitoring of key internal initiatives and projects.
• Develop and implement a targeted outreach strategy to expand our broker & employer network, utilizing marketing campaigns and relationship-building efforts.
• Conduct introductory calls with new and existing broker and employer clients working closely with our Regional Sales Leaders.
• Gather, organize, and analyze external market information such as product information, carrier capabilities, and market trends.
• Analyze and organize JMA's enrollment, marketing, policy placement, and employee demographic information to draw actionable trendlines.
• Work to analyze and organize internal data via our CRM to identify sales opportunities.
• Participate in client meetings with brokers, employer implementation calls, and departmental service meetings.
• Assist in the implementation of new business alongside internal and external partners when necessary.
• Actively engage with select broker and employer clients to drive strategic growth.
• Serve as a valuable resource to broker partners, providing support and guidance.
• Assist as a liaison between our employer clients and the selected insurance carrier.
• Identify and pursue new business opportunities in collaboration with the Regional Sales Leaders.
• Analyze market trends and client feedback to inform business strategies and improvements.

Requirements

• A minimum of 10 years of experience in employee benefits, voluntary benefits, or insurance related experience.
• A self-starter with the ability to take initiative and drive projects independently.
• Excellent oral and written communication skills.
• Strong presentation skills to communicate effectively over the telephone and in person.
• Bachelor's degree in business or a related field.
• In-depth understanding of the employee benefit broker landscape and experience in business development within the broker market.
• Proven track record in client service, account management with the large employer market, and/or insurance operations leadership.
• Strong ability to handle employer client & broker escalation issues.
• Excellent communication, negotiation, and interpersonal skills.
• Demonstrated experience in process improvement and operational efficiency.
• Knowledge of industry and marketing automation software like Hubspot.

Benefits

• Competitive compensation package
• Health insurance
• Retirement savings plan
• Paid time off
• Professional development opportunities