About this role
Position Summary: The Employee Benefits Unit Supervisor, is responsible for overseeing assigned team, under the direction/mentorship of the Employee Benefits Leader, including workflows, new business/renewal assignments to staff, ensuring adherence to agency procedures by staff, serves as liaison between producers and team staff; also responsible for conflict resolution and disciplinary correction in tandem with the team leader.
Supervisory Responsibilities:
• Participate in interviewing and evaluation of prospective employees
• Providing training and guidance regarding department procedures
• Participating in disciplinary and termination issues
• Ensuring compliance with policies and procedures
• Implementing new procedures and/or changes
• Ensuring smooth and efficient operation of department
• Acting as liaison between producers and support staff
• Resolves employee issues regarding workflow, agency procedures, with producers and clients
Essential Tasks:
Core Responsibilities
• Reporting, Workload & Administration
• Prepare and deliver monthly reporting for leadership and team visibility.
• Monitor team workloads and support balanced distribution across teams.
• Conduct semi-annual audits to confirm revenue thresholds and accurate identification of house accounts.
Client & Industry Awareness
• Maintain and manage a small book of business to stay current on client needs, workflows, and service expectations.
• Stay informed on industry developments and carrier trends to support training, communication, and team guidance.
Mentorship & Support
• Serve as an informal mentor and peer resource.
• Provide guidance on best practices, processes, and tools.
• Support informal check-ins for new hires during their first 90 days.
• Encourage skill development through shared tips and lessons learned.
Training & Development
• Host periodic trainings on systems, workflows, service standards, and new products.
• Partner with leadership to identify training needs and topics.
• Coordinate internal SMEs or guest speakers as needed.
• Maintain and update shared job aids and quick-reference resources.
Meetings & Communication
• Plan and facilitate a monthly team meeting focused on wins, process improvements, and key updates.
• Collect and organize agenda items.
• Capture and share takeaways, action items, and follow-ups.
Culture & Engagement
• Promote collaboration, recognition, and knowledge sharing.
• Encourage participation in firm programs and initiatives.
Process, Change & Communication Bridge
• Serve as a liaison between the team and leadership, elevating ideas, questions, and recurring themes.
• Gather feedback on what is and is not working and share insights with leadership.
• Communicate upcoming changes clearly and positively.
• Support rollout of new tools and processes through early adoption, translation of impacts, and peer support.
• Partner with champions across departments to share best practices and reinforce alignment.
Role Modeling
• Model service standards, professionalism, and responsiveness.
• Demonstrate a positive, solutions-focused mindset.
• Encourage consistent use of standard processes and tools.
Core Competencies:
• Display leadership skills and ability to motivate fellow employees (If applicable)
• Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• A strong focus on completing tasks and projects accurately and thoroughly
• Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Willingness to work together with others, promoting teamwork and supporting shared goals
• Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Acknowledgment of the importance of being present and punctual.
• Openness to suggesting new ideas and methods to improve processes and outcome
• Capability to prioritize tasks and manage multiple projects simultaneously
• Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Experience and Education:
• Minimum of 5 years of experience in Account Management
• Bachelor's degree is preferred
Licensing and Credentials:
• Employee Health and Life License (Active)
Systems:
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Agency 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
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.
*Applications will be accepted until the position is filled