The Health and Wealth leadership team at TotalSource has responsibility for delivery of the national TotalSource Health and Wealth programs enabling clients focus on their core activities, maximizing value and effectiveness across the full range of HR programs, thereby creating a more strategic HR delivery to their workforce. These programs include group medical, dental, vision, life insurance, disability, voluntary, ancillary (i.e., Spending/Savings, Health Advocacy, EAP, Perks) and MEP/401k Retirement Plan. Drives the design and delivery of ADP TotalSource's Health and Wealth services and ensuring services are provided in alignment with quality and service standards, and in compliance with applicable laws (Federal, State and local). Manage large complex relationships with external parties, including insurance, brokerage, consulting, recordkeeping, audit, legal and investment vendors, to ensure procedural and fiduciary requirements of the plans are met and to conduct periodic RFPs to negotiate state of the art services and competitive pricing on behalf of clients and WSEs. Work with the governing Committees of the Health & Wealth plans and other TotalSource leadership to drive strategy, design, service enhancements and fiduciary oversight. Offering support to over 500k worksite employees and Health premiums exceeding $3.5b in revenue and over $4.5b of 401k/MEP assets.

Essential Duties & Responsibilities:

• Manage Daily Activities - manage associates responsible for achieving internal and external service and operational standards. Monitor cases, service level agreements (SLAs) and client satisfaction. Serve as point of escalation for items requiring additional support and oversight.
• Process Improvement - Analyze operational workflows and processes and develop standards, policies, and procedures. As applicable, partner with and maintain relationships, resources, and operational controls with offshored resources to ensure world class service and achievement of targeted performance standards. Drive continuous process development, improvements and refinement, including development of standards that drive excellence, measurable results, scale and consistency. Ensures staff training is completed to capitalize on standardized processes and service standards.
• Talent Development & Engagement - Lead and inspire team to deliver exceptional quality service to clients on health and wealth activities. Drive associate engagement, retention, talent/career development, performance coaching and appropriate programs to enhance the service experience and technical expertise. Handle personnel duties for department including selection recommendations for salary increases and promotions.
• Compliance/Risk Management - Risk mitigation through development and application of effective controls, communications, reporting and checks & balances to reduce financial exposure and liability. Ensure compliance with Section 125 ERISA, FSA, COBRA, HIPAA, FMLA and other applicable city, county, state, and federal benefit laws.
• Strategy and Business Advancement - Partner with business development, sales and strategy to identify service and product offering, pricing and definition. Participate in enhancement projects to improve customer service and retention.
• Vendor Relationship and Internal Partnership Management - manage operations and services. Leads relationships with vendors as appropriate (Health carriers, ancillary providers, etc.). Works with vendor on identified areas of opportunity contributing to continuously improving performance excellence.

Required Qualifications:

• Bachelor's Degree with a major area of concentration in Business Administration or Health & Wealth Disciplines.
• Minimum of 5-8 years’ experience working in the benefits and carrier industry.
• Minimum of 3 years’ experience of direct people leadership.
• Must have excellent verbal and written communication skills.
• Must be detail oriented, highly organized and possess excellent time management skills.

Preferred Qualifications:

• Master’s Degree with a major concentration in Business Administration or Health & Wealth Disciplines.
• Health and life producer license.

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