National Operations Manager, Employee Benefits
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The Baldwin Group
US
Summary
The National Operations Manager will drive operational excellence and consistency across the Employee Benefits segment by optimizing workflows and implementing national standards. This role involves collaborating with regional leaders and IT teams to leverage automation, ensure regulatory compliance, and lead process improvement initiatives.
Job Description
The National Operations Manager, Employee Benefits, serves as a recognized subject matter expert responsible for driving operational excellence and consistency across the Employee Benefits segment nationwide. This role focuses on optimizing workflows, ensuring compliance, and implementing best practices to enhance efficiency and client experience. Operating with significant autonomy, the incumbent partners with regional leaders, technology teams, and senior management to influence enterprise-level operational strategies and lead process improvement initiatives.
Primary Responsibilities
- Develop and implement national standards and best practices for Employee Benefits operations, ensuring alignment with organizational goals.
- Identify inefficiencies and lead initiatives to streamline workflows, improve accuracy, and enhance productivity across regions.
- Ensure adherence to regulatory requirements, internal controls, and audit standards; monitor risk and implement corrective actions.
- Collaborate with IT and business leaders to optimize agency management systems and leverage automation tools for operational efficiency.
- Establish KPIs and reporting dashboards to measure operational effectiveness and drive continuous improvement.
- Partner with regional operations leaders, client service teams, and senior management to align operational initiatives with business objectives.
- Provide guidance and subject matter expertise to regional teams on operational policies, procedures, and system utilization.
- Lead operational integration efforts during mergers, acquisitions, or organizational restructuring.
Required Knowledge, Skills & Abilities
- Advanced knowledge of operational best practices and process improvement methodologies.
- Strong analytical and problem-solving skills with ability to interpret data and drive decisions.
- Excellent communication and stakeholder management skills.
- Proficiency in Microsoft Office Suite and familiarity with agency management platforms.
- Ability to influence and lead cross-functional initiatives without direct authority.
Qualifications
- Bachelor’s degree in business, human resources, or related field
- 6–8 years in insurance brokerage operations, with demonstrated expertise in Employee Benefits and process improvement.
- Strong understanding of employee benefits workflows, compliance requirements, and agency management systems.
- Experience with national or multi-regional operational oversight and change management initiatives.
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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.
AHT Insurance and our partner firms have unified as one brand, The Baldwin Group!
The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country.
In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.
At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.
Company size
201-500 employees
Industry
Insurance
Org type
Public Company
Headquarters
Leesburg, VA
AHT Insurance and our partner firms have unified as one brand, The Baldwin Group!
The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country.
In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients.
At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.
Company size
201-500 employees
Industry
Insurance
Org type
Public Company
Headquarters
Leesburg, VA
