Director, Client Services

USI Holdings (www.usi.biz) is the largest privately-held insurance broker in the US. Founded in 1994, USI is a leading distributor of insurance and financial products and services to businesses throughout the United States. USI is headquartered in Briarcliff Manor, NY, and operates out of 67 offices in 18 states.  USI is an equal opportunity employer and values diversity in the workplace.

Univers Workplace Benefits is the leader in employee benefit communications and enrollment solutions. Offering outstanding human resources services to Fortune 500 companies and emerging start ups, companies of all types and sizes have called on Univers to educate their workforce and increase benefit participation.

Univers Workplace Benefits, a USI Company is seeking a Director, Client Services; this position will be based in our Foothill Ranch, CA office.

 

PRIMARY DUTIES & RESPONSIBILITIES:

·  Responsible for leading a quality client service team that is efficient, effective, responsive and dedicated to delivering operational excellence within Univers Workplace Benefits.

·  Responsible for establishing operational goals, regional expectations and performance standards and expectations for applicable regional service team, in conjunction with the Managing Director for that particular sales region.

·  Interacts with lead consultant/broker as needed.

·  Assigns personnel to individual cases.

·  Advises Senior Vice President, Operations of individual case status on a regular basis. 

·  Serves as a point of contact for all clients in designated region. Responsible for maintaining client confidence and client satisfaction on all cases.  Conducts status calls and implementation calls as necessary.

·  Makes recommendations on operational issues, voluntary product offerings and ResourceOne program enhancements.

·  Responsible for ensuring revenue and expenses meet or exceed forecasted targets.

·  Seeks feedback from clients to assess satisfaction level.

·  Consolidates and interprets post enrollment reviews with client, lead consultant and other applicable individuals. Makes recommendations for improvement.

 

EDUCATION/REQUIREMENTS:

·  College degree preferred.·  7+ years of experience in project management or benefit enrollment areas required. ·  Expert knowledge of employee benefits.

·  Experience in a supervisory capacity. ·  Experience with Microsoft Office required.

·  Ability to understand and measure financial metrics.

·  Exceptional Customer Service Skills and problem-solving abilities.

 

Prefer local candidates.  No phone calls please. USI offers a competitive salary and benefits package.

 

For immediate consideration, please send your resume and salary requirements. Please visit our website at www.usi.biz.