About this role
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.