- Develop and proactively evolve the BBA Strategic Roadmap for P&C, Medicare & all other products.
- Executing annual strategy off-sites and quarterly checkpoints with the team, as well as continuous feedback loops from key stakeholders, clients, advisors, and competitive IQ.
- Drive successful execution of initiatives as the direct project manager and/or as the champion overseeing project resources executing the project.
- Identify, resolve, and escalate emerging issues as needed to ensure roadmap stays on track.
- Partner with Head of BBA to develop annual goals (in the form of KPIs) and implement mechanisms to track goals vs actual results and achieve annual budget & productivity targets.
- Facilitate the daily/weekly/monthly/annual BBA operations management process across the team by proactively guiding & coordinating work being done and identifying/addressing/resolving gaps as they occur.
- Actively recruit, hire, and train new P&C and Medicare specialists.
- Customer service management & oversight across all BBA products & services, including development and adoption of service metrics to ensure high service levels.
- Effective relationship management to provide high service levels to ~400 advisors and their clients to offer the right products and services.
- Proactively manage all BBA insurance carrier and vendor relationships to ensure flexibility, quality, and accessibility of our product offerings to clients across markets.
- Ensure documentation and regular maintenance of standard work procedures and best practices for all key operational activities/processes.
- Consistently communicate with customers, managers, and vendors on a macro-level related to BBA strategic initiatives, and a micro-level related to BBA deliverables and service.
- Liaise with Head of BBA and leadership team to champion the BBA strategy and be a primary point of contact and influence for BBA across the industry.
- Bachelor's degree in business, economics, or related field.
- 4+ years of experience in operations management and/or strategic development.
- Working knowledge of and experience with P&C and Medicare industries is preferred.
- Specific experience with insurance carrier management in P&C industry is preferred.
- Ability to collaborate with others, build and maintain relationships and business partnerships.
- Competency to prioritize and execute key deliverables in a dynamic environment.
- Advanced project management skills and a track record of successful project implementations.
- Adept at developing and utilizing Key Performance Indicator metrics across BBA operations.
- Proficiency in data management systems (EZ Lynx, Salesforce, Microsoft Office, etc.)
- Client-first attitude; customer service experience in the Insurance industry is a plus.
- Strong verbal and written communication skills, especially with senior management & key stakeholders.
- Excellent presentation skills and ability to create compelling stories.
- Effective problem-solving skills, including advanced root-cause analysis.
- Ability to embrace and adapt to feedback – growth mindset is key to success
- Property & Casualty License is preferred.
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Description
The mission at Barnum Benefit Advisors (BBA) is to provide customers with personalized financial protection using a full range of insurance products, delivered with industry leading service levels. BBA focuses on Property & Casualty insurance such as home, auto, and umbrella coverage, as well as commercial risk products for businesses of all sizes. BBA also specializes in health benefits, as well as a full range of employer group and voluntary benefit offerings.
Role Summary
The BBA Head of Operations role is an exciting career opportunity reporting to the Head of Barnum Benefit Advisors. The role is responsible managing day-to-day operations as well as driving BBA's strategic growth objectives in a rapidly growing, fast-paced, entrepreneurial environment.
Job Objectives
Requirements
