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.