Regional Director of Account Management

The Regional Director of Account Management is a senior leadership role responsible for driving performance, operational excellence, talent development, and consistent execution across an assigned region of Field Offices.

Reporting to the National Director of Account Management, this role directly leads Field Office Leaders and is accountable for overall regional performance. The Regional Director serves as a critical connection between national strategy and field execution—ensuring leaders have the direction, resources, and accountability needed to successfully operate their offices while identifying opportunities to improve performance across the region.

• Lead, coach, and hold Field Office Leaders accountable for operational performance, service quality, timeliness, and established KPIs.
• Monitor regional and office-level performance using scorecards, business metrics, and operational trends to identify opportunities and areas requiring improvement.
• Drive consistent execution of national standards, processes, documentation, and strategic initiatives across the region.
• Partner with Field Office Leaders and Office Owners to improve Net Growth, persistency, operational efficiency, and overall business performance.
• Provide consultative guidance by benchmarking performance and sharing successful practices, structures, and processes across offices.
• Develop Field Office Leaders and emerging talent while maintaining succession plans for critical leadership positions.
• Evaluate regional staffing capacity, workload, and resource utilization and proactively address capacity or organizational gaps.
• Promote effective use of technology, shared services, outsourcing, and other resources to improve scalability and efficiency.
• Serve as the senior regional escalation point for significant operational, service, and leadership issues, with an emphasis on root-cause resolution.
• Build strong relationships throughout the region and serve as a two-way connection between Field Offices and national leadership.
• Translate national strategy into actionable expectations for Field Office Leaders while providing national leadership with meaningful insight into regional needs and challenges.
• Identify and share best practices across offices to improve consistency and overall organizational performance.

Qualifications

• 8+ Years of demonstrated leadership experience in Account Management, Employee Benefits, Insurance, Client Services, or a related operational environment.
• Experience leading managers, leaders, multiple teams, or business locations.
• Proven ability to improve performance through KPIs, scorecards, and data-driven decision-making.
• Strong coaching, performance management, and talent development capabilities.
• Experience leading organizational change and implementing standardized processes across teams or locations.
• Strong business and financial acumen with the ability to connect operational decisions to growth, retention, efficiency, and resource needs.
• Experience with workforce planning, capacity management, and operational improvement.
• Strong communication, relationship-building, and influencing skills.
• Ability to balance strategic leadership with practical understanding of field operations.
• Bachelor’s degree in or an equivalent combination of education and relevant work experience.