Director, Utah Employee Benefits Account Management

SUMMARY

• Moreton & Company is seeking an experienced and strategic leader to serve as our Director, Utah Employee Benefits Account
• Management. This role leads the Employee Benefits Account Management team, ensuring exceptional client service, team
• development, operational excellence, and client retention.
• The ideal candidate is a collaborative leader with deep employee benefits expertise, a passion for developing talent, and a
• commitment to delivering outstanding client experiences.

ESSENTIAL FUNCTIONS & RESPONSIBILITES

• Lead, mentor, and develop a high-performing Employee Benefits Account Management team.
• Foster a culture of accountability, collaboration, and continuous improvement.
• Oversee service delivery to ensure exceptional client experience and long-term client retention.
• Partner with Producers and leadership to support strategic client initiatives and business growth.
• Drive operational efficiency through workflow improvements, resource planning, and process optimization.
• Serve as a leadership resource for complex client service matters and escalations.
• Monitor compliance with company standards, carrier requirements, and applicable regulations.
• Stay current on employee benefits trends, products, and industry developments.

Required Qualifications

• 10+ years of employee benefits, brokerage, consulting, or account management experience.
• Strong knowledge of group health, welfare, and voluntary benefits programs.
• Proven ability to lead teams, build relationships, and drive results.
• Excellent communication, organizational, and problem-solving skills.
• Bachelor's degree or equivalent combination of education and experience.
• Experience with self-funded large group account mgmt. (1000+ employees)
• Understanding the Employee Benefits sales process and sales cycle.
• Familiarity with ACA, ERISA, COBRA, FMLA, HIPPA and Medicare Part D

Preferred Qualifications

• Utah Insurance License or ability to obtain and maintain licensure.
• Industry designations such as CEBS, RHU, GBA, SHRM, or similar credentials.
• Experience working within an insurance brokerage or employee benefits consulting environment.

CORE COMPETENCIES

• Leadership & Team Development
• Client Relationship Management
• Strategic Thinking
• Operational Excellence
• Business Acumen
• Collaboration & Influence

PHYSICAL DEMANDS

• The employee is occasionally required to stand, walk, and stoop. The employee must regularly lift and/ or move up to 10 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• Why Moreton & Company?
• At Moreton & Company, we are committed to providing exceptional service to our clients while fostering a culture where employees
• can grow, lead, and make a meaningful impact. This position offers the opportunity to shape the future of our Employee Benefits
• service organization while contributing to the continued success of one of the region's premier insurance and benefits consulting
• firms.