The National Operations Leader supports the business segment by developing national workflows, processes, automations and timelines to develop an aligned and harmonized process. The leader will also be responsible for our national BKB (AMS System) implementation, ongoing support, and system optimization. They will coordinate with a team of regional Quality Assurance consultants and specialists, tasked with performing audits to ensure accuracy of data held in Agency Management Systems and records while updating processes to create operational efficiencies. This role requires a heightened awareness of the Azimuth and the ability to live the Azimuth by example.

Description of Primary Responsibilities

% of time

Lead our national BKB implementation and provide ongoing support including continued system optimization

30%

Review current process, procedure, workflows and timeline used regionally to identify best practices. In collaboration with regional CE leaders and the MD of EBG, create a consistent and harmonized service structure and consistent process to support our go to market strategy to develop and implement a uniform peace of mind timeline

30%

Oversee the management of complex inquiries from accounting to ensure data integrity and accountability throughout all agency management systems and manage automated system connections

20%

Ensure data integrity by overseeing regional QA consultants and specialists audit processes, including tracking and maintaining processes for new and renewal business including revenue share across regions.

20%

MANAGEMENT AND SUPERVISORY SCOPE:

Describe the extent to which the position directs and/or is accountable for the work of others. List the number direct or indirect reports if applicable.

This role will have direct reports; regional QA consultants and specialists will report into this position. Initially, there will be 3 direct reports (currently in the BKS region) with future regional roles being added and reporting in to the NOL

EDUCATION AND EXPERIENCE

List the minimum and preferred levels of education, experience and certifications or registrations necessary to successfully perform the responsibilities of the position. Please include specialized areas of study and/or experience where applicable.

Minimum Required

Preferred

Education

Undergraduate/Bachelor’s Degree

Graduate/Advanced Degree

Experience

(years and type of experience)

8 years’ experience

10+ years’ experience

Certifications/Licenses Required

Health & Life Insurance License

N/A`

KNOWLEDGE, SKILLS AND ABILITIES:

Describe any business specific knowledge, skills and abilities required by this position.

Deep Understanding of workflows & processes within the business segment

Identify areas for operational efficiencies

Experience with agency management systems (preferred Zywave, Applied (Epic), Tableau)

Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

TECHNICAL, COMPUTER, SYSTEM SKILLS:

Describe any technical, computer or system specific skills required by this position.

Working knowledge of standard Microsoft Suite (Word, Outlook, Excel, PowerPoint)

Ability to learn any other appropriate program or software system used by the firm as necessary

OTHER:

Describe any other characteristic required by this position that have not already been covered e.g., work hours, travel requirements, other languages, etc.

Ability to travel up to 25% of the time

SPECIAL WORKING CONDITIONS:

Fast paced multi-tasking environment

IMPORTANT NOTICE:

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.