Benefits Enrollment Systems Specialist – Team Leader

HUB International•San Antonio, TX

About The Position

HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity. We are currently seeking a Benefits Enrollment Systems Specialist – Team Leader to join our team. In this role, you will build and support benefits enrollment sites for our clients while also providing leadership, coaching, and strategic direction for a team of Benefits Enrollment Systems Specialists. You will be responsible for building benefits enrollment sites for clients, testing site functionality for accuracy, navigation, and ease of use. You will train client contacts to use enrollment sites and related benefits platforms (carriers, third-party administrators) and assist at open enrollment meetings. You will work closely within a service team and alongside sales producers to ensure exceptional client service. As a Team Leader, you will partner with the Benefits Technology Director to drive department strategy, lead and develop team members, ensure workflow consistency, and deliver a renowned client experience. This position requires a Texas General Lines Life & Health insurance license, to be obtained within sixty days of employment and maintained throughout employment. You’re Great At You are technology savvy, have excellent verbal and written communication skills, and possess a strong customer service orientation. Ideally, you have prior experience in a benefits administration role with familiarity using benefits enrollment platforms such as Employee Navigator or similar systems, as well as BenefitPoint. Strong working knowledge of Microsoft Office products is essential. You also demonstrate leadership capability, including the ability to coach others, manage competing priorities, resolve conflicts, and think strategically while remaining hands-on with client work. Team Leader Responsibilities Strategic Partner with the Benefits Technology Director and other Team Leaders to develop short-term and long-term strategies for achieving results and delivering renowned client experiences. Model core values while leading, developing, and supporting team members; actively participate in staffing and recruiting planning. Coach, mentor, and provide ongoing performance feedback to elevate both individual and team performance. Address personnel decisions including performance evaluations, corrective actions, and terminations, in consultation with the Benefits Technology Director and Human Resources. Manage internal relationships and help resolve conflicts within and across departments. Contribute to the creation, evaluation, and documentation of department workflows and procedures. Provide strategic input on technology enhancements and value-added solutions that improve department efficiency, effectiveness, and client service. Tactical Perform the duties of a Benefits Enrollment Systems Specialist for assigned accounts. Ensure each team member has documented development goals; provide guidance and help identify development opportunities. Conduct regular one-on-one meetings, coaching sessions, and formal performance evaluations in accordance with company practices. Ensure timely resolution of escalated client issues. Serve as a backup Benefits Enrollment Systems Specialist for team members when needed. Manage and approve team schedules and time-off requests. In collaboration with the Benefits Technology Director, assign and rebalance accounts across the team as needed. Track and monitor adherence to established workflows and procedures. Monitor retention of the team’s assigned accounts. Ensure team compliance with Continuing Education (CE), licensing, and industry regulatory requirements. Create and fulfill personal development goals related to industry knowledge, leadership development, and license CE requirements. Maintain a General Lines – Life & Health license and participate in seminars and training to support ongoing knowledge and skill development. Adhere to all Continuing Education (CE), industry, and regulatory/legislative requirements. Perform other duties as requested in support of the operations of an insurance agency.

Requirements

Technology savvy
Excellent verbal and written communication skills
Strong customer service orientation
Strong working knowledge of Microsoft Office products
Demonstrate leadership capability, including the ability to coach others, manage competing priorities, resolve conflicts, and think strategically while remaining hands-on with client work.
Texas General Lines Life & Health insurance license, to be obtained within sixty days of employment and maintained throughout employment.
5-7 years of relevant experience
Bachelor's degree (4-year degree)

Nice To Haves

Prior experience in a benefits administration role with familiarity using benefits enrollment platforms such as Employee Navigator or similar systems, as well as BenefitPoint.

Responsibilities

Partner with the Benefits Technology Director and other Team Leaders to develop short-term and long-term strategies for achieving results and delivering renowned client experiences.
Model core values while leading, developing, and supporting team members; actively participate in staffing and recruiting planning.
Coach, mentor, and provide ongoing performance feedback to elevate both individual and team performance.
Address personnel decisions including performance evaluations, corrective actions, and terminations, in consultation with the Benefits Technology Director and Human Resources.
Manage internal relationships and help resolve conflicts within and across departments.
Contribute to the creation, evaluation, and documentation of department workflows and procedures.
Provide strategic input on technology enhancements and value-added solutions that improve department efficiency, effectiveness, and client service.
Perform the duties of a Benefits Enrollment Systems Specialist for assigned accounts.
Ensure each team member has documented development goals; provide guidance and help identify development opportunities.
Conduct regular one-on-one meetings, coaching sessions, and formal performance evaluations in accordance with company practices.
Ensure timely resolution of escalated client issues.
Serve as a backup Benefits Enrollment Systems Specialist for team members when needed.
Manage and approve team schedules and time-off requests.
In collaboration with the Benefits Technology Director, assign and rebalance accounts across the team as needed.
Track and monitor adherence to established workflows and procedures.
Monitor retention of the team’s assigned accounts.
Ensure team compliance with Continuing Education (CE), licensing, and industry regulatory requirements.
Create and fulfill personal development goals related to industry knowledge, leadership development, and license CE requirements.
Maintain a General Lines – Life & Health license and participate in seminars and training to support ongoing knowledge and skill development.
Adhere to all Continuing Education (CE), industry, and regulatory/legislative requirements.
Perform other duties as requested in support of the operations of an insurance agency.