EB Account Coordinator Team Leader

Position Summary:
The Account Coordinator Team Leader will oversee the operations and performance of a designated office(s) for the Account Coordinator’s team. This role involves managing a team of professionals, ensuring efficient operations, maintaining compliance, and driving the region toward achieving its strategic goals. The ideal candidate will have strong leadership skills, a thorough understanding of the employee benefits industry, and the ability to adapt to changing market conditions.

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, PowerPoint, 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

Notice to Recruiters and Staffing Agencies
To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.

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