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. 

QUALIFICATIONS

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.