Unit Leader - Employee Benefits

JOB SUMMARY:  Responsible for overall management of unit book of business and Associates.

ESSENTIAL DUTIES:
•    Overall responsibility for unit performance including growth and persistency. 
• In addition to leadership responsibilities, continue to serve as Account Executive/Consultant on a Book-of-Business.
•    Allocate resources/assign cases and prospect projects within the unit.
•    Determine staffing needs for unit and represent unit’s needs/issues to Practice Leader.
•    Actively participate in the interviewing and recruiting process for new hires.
•    Primary role in continued training, development and primary resource for team members.
•    Manage Associates and complete performance evaluations for unit (including salary and bonus review).

OTHER RESPONSIBILITIES:
•    Assist Producer in sales opportunities to prospective clients. 
•    Determine when Producer involvement is necessary in problem resolution.
•    Assist Producer in establishing and meeting target revenue goals for existing and new business.
•    Assist with the development and maintenance of annual budget and business plan which includes budget and salary requirements.
•    Attendance of internal meetings/educational programs.
•    Participate in Leadership Team.

EDUCATION, EXPERIENCE AND SKILLS REQUIRED:
•    Bachelor’s degree in business or related field or commensurate industry experience required
•    10+ years of brokerage/consulting experience required, along with experience leading teams
•    Excellent organization, communication and negotiation skills.
•    Excellent computer skills, including word processing and spreadsheet expertise.
•    A complete working knowledge of welfare benefits in multiple product lines (i.e. medical, dental, life, AD&D, disability) with a clear understanding of risk and insurance. 
•    Complete working knowledge of differing financial arrangements and products available to clients (i.e. fully insured, minimum premium, ASO).
•    Must be knowledgeable on compliance requirements and federal legislation.
•    Willingness to travel as needed