This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Director, Insurance Services based in United States.
This is a unique opportunity to build and lead a specialized insurance services function focused on delivering an exceptional employee benefits experience. You will define the strategic vision for benefits operations, develop scalable processes, and lead a high-performing team that supports clients throughout the benefits lifecycle. Working cross-functionally with internal stakeholders and external insurance partners, you will drive operational excellence, improve client satisfaction, and strengthen service delivery. The role combines leadership, process optimization, and customer success in a fast-growing SaaS environment. You will play a key role in shaping the future of benefits administration while creating measurable improvements in retention, efficiency, and client experience. This position is ideal for an experienced benefits leader who thrives on building teams and driving organizational growth.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Director, Insurance Services based in United States.
This is a unique opportunity to build and lead a specialized insurance services function focused on delivering an exceptional employee benefits experience. You will define the strategic vision for benefits operations, develop scalable processes, and lead a high-performing team that supports clients throughout the benefits lifecycle. Working cross-functionally with internal stakeholders and external insurance partners, you will drive operational excellence, improve client satisfaction, and strengthen service delivery. The role combines leadership, process optimization, and customer success in a fast-growing SaaS environment. You will play a key role in shaping the future of benefits administration while creating measurable improvements in retention, efficiency, and client experience. This position is ideal for an experienced benefits leader who thrives on building teams and driving organizational growth.
Accountabilities:
- Develop and execute the strategic vision for the Insurance Services team, ensuring a seamless and high-quality benefits administration experience.
- Build, lead, coach, and develop a team of Insurance Services specialists while establishing performance goals and fostering a culture of continuous improvement.
- Design and implement scalable processes, workflows, and service standards to support benefits enrollment, payroll deductions, policy changes, and ongoing client needs.
- Serve as the primary liaison between internal departments, insurance carriers, and external partners to ensure effective collaboration and issue resolution.
- Establish and monitor service level agreements (SLAs) to maintain exceptional customer support, particularly during high-volume periods such as open enrollment.
- Drive customer satisfaction, benefits adoption, retention, and operational excellence through data-driven decision-making and continuous process improvements.
- Track and analyze key operational metrics to identify opportunities for efficiency, quality enhancement, and strategic growth.
- Ensure consistent communication regarding benefits programs, compliance requirements, and service updates across all customer touchpoints.
- 6–10+ years of experience in the small to midsize business (SMB) market, account management, consulting, or related client-facing roles.
- Minimum of 5 years of benefits brokerage experience.
- Proven experience building, leading, and scaling customer-focused teams while managing high-value client portfolios and driving retention.
- Strong understanding of employee benefits administration and insurance operations.
- Experience working with Benefits Administration platforms is highly preferred.
- Demonstrated ability to develop scalable operational processes and implement service improvement initiatives.
- Excellent leadership, communication, stakeholder management, and problem-solving skills.
- Strong analytical skills with experience leveraging operational metrics to improve business performance.
- Bachelor's degree is preferred.
- Competitive compensation package with On-Target Earnings (OTE) up to $200,000, based on experience and qualifications.
- Performance-based variable compensation.
- Equity or stock option opportunities.
- Fully remote work within the United States, with optional access to a collaborative headquarters location for eligible employees.
- Comprehensive medical, dental, and vision insurance.
- Short-term and long-term disability coverage.
- Life insurance.
- Fertility benefits and parental leave.
- 401(k) retirement plan with company matching.
- Four weeks of paid time off plus paid holidays.
- Opportunity to join a rapidly growing organization with strong career development and leadership opportunities.