Service Leader, Risk Placement

FirstChoice is growing! We are seeking a Service Leader Risk Placementto join our team. We have a people first fast-paced collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn improve and realize their career goals. We offer competitive benefits hybrid work schedules new challenges and learning experiences.

Job Details

Position Summary:

FirstChoice is currently seeking a Service Leader Risk Placement for our Richmond VA office.

The Service Leader Risk Placement will be responsible for the day-to-day management of the team setting priorities improving operational efficiencies and ensuring the timely completion of operational tasks and projects. The responsibilities of the Leader will encompass managing carrier interactions quality control managing operational service levels leading project teams and assisting with operational initiatives in support of the Risk Placement team.

Responsibilities:

• Ensure exceptional client service delivery to clients and partners maintain accurate and timely processing and support operational excellence through individual and team management responsibilities.
• Manage and establish team priorities schedule daily workflow ensure appropriate staffing levels and provide consistent and constructive feedback while monitoring the progress of employees.
• Develop the team to meet service and quality goals by training coaching and completing performance reviews.
• Conduct regular audits of service and sales teams to ensure accuracy completeness and compliance.
• Identify gaps or inefficiencies in processes and recommend operational improvements.
• Manage existing relationships with members vendors and other business units to ensure member retention. Provide a high level of service to members and provide additional consulting solutions where applicable.
• Collaborate with team members to develop strategies to effectively resolve issues/concerns.
• Develop client communications and training materials that align with service delivery strategies.
• Monitor Agency Management System integration performance and troubleshoot data flow issues as needed. Review carrier downloads for accuracy and completeness and ensure errors are addressed.
• Maintain high standards of data quality and adherence to Standard Operating Procedures.
• Stay abreast of industry trends and changes recommending proven practices in the development of services quality standards policies and programs.
• Cultivate and maintain effective relationships with internal/external clients partners and stakeholders. Special projects and other tasks as assigned.

Selection Criteria

Education & Experience:

• 4-6 years of customer service operations or office manager experience within the insurance industry. Prior supervisory experience is preferred.
• Experience with Agency Management Systems is required preferably Applied Epic.
• Demonstrated knowledge of AMS reports and system configurations.
• Proficient with MS Office Suite Salesforce a plus.
• Proven experience in managing operationally oriented teams to achieve and exceed team goals and objectives.
• Strong communication skills including written verbal and presentation skills.
• Strong analytical and proactive problem-solving skills. Ability to gather and analyze information skillfully and identify and resolve issues in a timely manner.
• Ability to accept responsibility be accountable for actions and hold team members accountable.
• Maintains confidentiality of proprietary information and that of clients.
• Positive and professional able to show consideration for and maintain good working relations with coworkers. Remains opens to others ideas and exhibits a willingness to try new things.
• Organized with demonstrated attention to detail; able to manage prioritize and bring to completion multiple projects.
• Proven leader who possesses strong ethics and demonstrates MarshBerrys core values.

Cultural Characteristics & Core Competencies:

• Sets a positive example and upholds cultural tenets - Acts as a model member of the MarshBerry community by consistently displaying MarshBerrys core values cultural characteristics and Collaborative Way principles.
• Drive for results - Consistently meets or exceeds expectations. Ensures timely and accurate completion of all assignments and projects. Pushes through challenges to achieve quantifiable results.
• Leadership - Sets clear expectations provides meaningful feedback and appropriately holds people accountable. Recognizes strengths and opportunities in others and provides timely constructive feedback and coaching to encourage individuals to work to their full potential.
• Coaching - Provides direction and guidance to help others learn on the job and improve their performance. Uses constructive questioning to promote self-directed solutions.
• Empowerment of others - Provides others with the knowledge resources and authority to make decisions. Encourages learning from mistakes without risk of punishment.

Working at MarshBerry:

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously speaking straight being for each other acknowledgement & appreciation and honoring commitments. We are committed to fostering an environment of Diversity Equity and Inclusion. We strive to educate our current and potential employees in these areas while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents brokers and carriers as well as wealth and retirement plan advisors. Our services include but are not limited to financial operational sales management merger and acquisition advisory peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients with whom we build trusted advisor relationships. At MarshBerry our mission is to help our clients learn improve and realize their value. Our clients credit us for providing the vision tools and discipline to help them reach their strategic goals.

Its one thing to be recognized as experts in our field it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:

• Crains Best Employers in Ohio
• The Nations Best and Brightest in Wellness
• North Coast 99
• Top Work Places The Plain Dealer
• Weatherhead 100
• West Michigans Best and Brightest Companies to Work for

To learn more about MarshBerry visit .

We appreciate your interest in MarshBerry. As an equal opportunity employer your application will be considered with regard to all laws which prohibit discrimination because of race color sex religion national origin age disability military status and genetic information and requirements to take affirmative action in the hiring of minorities including women veterans and those individuals with disabilities.