Senior Director, Relationship Management – Voluntary Benefits

This is a fully remote position, open to applicants in Oregon.

📋 Description

• Oversee a team of relationship managers specializing in the voluntary benefits sector.

• Translate employee benefits strategies into multi-year initiatives.

• Provide proactive client-focused account management, broker relations, and educational services.

• Address client service challenges and ensure smooth execution of client services.

• Foster alignment among leaders and team members towards common goals.

• Collaborate with Sales, Account Management, Service, Operations, and Actuarial leadership.

• Create action plans across various market segments to meet service organization objectives.

• Enhance client retention, gather market/client insights, and participate in finalist presentations for prospects.

• Assess data sources, tools, and organizational structures.

• Work with cross-functional systems owners to establish a metrics-focused framework.

• Advocate for data-driven methodologies and decision-making.

• Cultivate a community of continuous learners through best practices and the Lean Management System.

⛳️ Requirements

• A bachelor's degree is desirable.

• 8+ years of experience in client management.

• At least 2 years of experience in leadership roles overseeing other leaders.

• Certifications in voluntary benefits, project management, lean management, and change management are highly preferred.

• Proven experience in developing metrics and utilizing a practical approach to convert data into actionable business improvements.

• Strong grasp of revenue drivers, profitability, client retention, contract economics, and cost-to-serve analysis.

• Capability to balance client advocacy with organizational financial goals.

• Proficiency in identifying opportunities for profitable expansion.

• Required to complete a criminal background check along with employment, education, and licensing verification.

• Must be eligible for bonding.

🏝️ Benefits

• Comprehensive medical, dental, and vision insurance.

• 401(k) plan featuring matching contributions from the company.

• Annual incentive bonus program.

• Paid time off that includes 11 holidays, 2 wellness days, and 8 hours for volunteering each year.

• Increased PTO with tenure.

• Opportunities for career growth and advancement.

• Paid parental leave.

• Assistance for adoption and surrogacy.

• Employee giving initiative that doubles contributions to qualifying nonprofits and educational institutions.

• Support for maintaining a healthy work-life balance.

• A workplace that promotes a drug- and alcohol-free environment.