UNICO Group · 19 hours ago
Benefits Client Services Team Lead
Lincoln,NE,US
Full-time
Onsite
Mid, Senior Level
3+ years expUNICO Group is a company focused on providing exceptional service in employee benefits. The Client Services Team Lead role involves overseeing a team responsible for client service and benefits administration, ensuring compliance, optimizing processes, and driving team performance.
FinanceFinancial Services
Responsibilities
Lead, mentor and coach team members to achieve service standards and operational goals
Foster a collaborative and positive team culture, focused on client satisfaction and continuous improvement
Partner with team members to clarify and pursue their personal development goals
Participate in recruiting, interviewing, onboarding and training of new team members to ensure consistent processes, effective knowledge transfer, and operational excellence
Meet with team members one-on-one on a consistent basis
Identify learning needs and provide training to team members on an ongoing basis
Ensures appropriate department coverage
Provide back-up coverage when team members are out of the office
Provide input on team member salary increases and bonuses
Provide input on departmental budget requests
Implement process improvements to enhance efficiency and accuracy in benefits administration
Maintain compliance with federal, state, and local regulations, including ERISA, ACA, and HIPAA
Conduct regular performance reviews and coach with formal corrective action plans when appropriate
Monitor workload distribution and ensure adherence to service levels
Ensure established processes are followed
Quality check work and provide ongoing feedback
Implement and maintain benefit packages for UNICO clients, ensuring accuracy and compliance across all plans for modest book of business
Identify operational challenges, summarize findings, and develop strategic solutions to improve efficiency and client satisfaction
Serve as the primary point of contact for clients, carriers, and third-party administrators regarding group insurance programs
Coordinate annual renewals and open enrollment, including timelines, requirements, plan design changes, rates, and deliverables
Support escalated employee benefits inquiries, resolve complex issues, and enhance service-level response times
Advise clients on ERISA, COBRA, FMLA, and other compliance requirements to ensure regulatory adherence
Prepare and deliver materials for quarterly client updates, presenting key information and recommendations
Collaborate with Advisors to provide product and policy recommendations aligned with client goals
Qualification
Required
Current Life and Health license, or willing to obtain in 90 days
Minimum of three years on-the-job or relevant experience
Active indirect leadership within existing team
Embodies our core values of Professional, Trust, Positive, and Team Player in all aspects of their work and relationships
Can lead through tough situations, create alignment and garner movement from team members
Empowers people and creates a climate where people want to do their best
Resourceful and creative when solving problems
Makes good decisions based on a mixture of analysis, wisdom, experience and judgement
Organizes and prioritizes information and workload at a quick pace
Takes personal responsibility for their actions and is willing to take a stand
Has the functional skills and technical knowledge to manage accounts at a high level of accomplishment
Proficient in common office software, readily adapts to new technologies, and has a solid understanding of digital tools relevant to the role
Able to travel and attend meetings as required
Preferred
Education: College degree preferred
Experience supervising or mentoring others preferred
Company
UNICO Group
UNICO Group is an insurance company offering insurance and financial solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
N
Neal Lyons
CFO
Recent News
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