EB Account Coordinator Team Leader

Supervisory Responsibilities: Oversees and mentors a team of employee benefit account coordinator employees, providing guidance, support, and performance evaluations Participates in hiring processes with Talent Operations, onboards new employees, and facilitates ongoing training and professional development on a monthly, quarterly, and yearly basis Sets performance goals, conducts regular 1:1’s, and implements improvement plans when necessary Addresses and resolves conflicts among team members promptly and effectively to maintain a positive work environment Implements disciplinary action, when necessary, in partnership with Human Resources, ensuring they are fair, consistent, and in line with company policies Manages office resources effectively, including staff, and technology

Essential Tasks: Identifies and implements process improvements to enhance efficiency and service quality Ensures all office operations comply with legal regulations, industry standards, and company policies Provides minimum monthly updates and reports to senior management on regional performances, challenges, and opportunities Facilitates effective communication within the team and between the region and the corporate office Manages carrier relationships at the office level Conducts monthly account manager meetings to review performance, discuss strategies, and address any issues or concerns Stays informed of industry changes and adapts strategies accordingly to maintain competitiveness Stays current with industry trends, best practices, and regulatory changes by attending relevant training and conferences Fosters a culture of continuous learning within the team by sharing knowledge and encouraging professional development

Core Competencies: Leadership: Display leadership skills and ability to motivate fellow Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly

Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction Dependability: Acknowledgment of the importance of being present and punctual. Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome

Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education: 5+ years of employee benefits and account coordinator experience in the insurance field required, including a strong understanding of current employee benefits, regulations, and industry standards Leadership experience in the employee benefits industry or a related field required Commitment to continuous learning and professional development Licensing and Credentials: Active Life & Health License required Industry-related designations preferred Systems: Proficient with Microsoft Excel, Word, Power Point, and Outlook Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Physical Requirements: Ability to lift 25 pounds Repeated use of sight to read documents and computer screens Repeated use of hearing and speech to communicate on telephone and in person Repetitive hand movements, such as keyboarding, writing, 10-key Walking, bending, sitting, reaching and stretching in all directions Benefits & Compensation: Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. Employee Wellness Program Company paid holidays, plus PTO

Equal Opportunity Employer: This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.