EB Account Coordinator Team Leader
Higginbotham•Fort Worth, TX
About The Position
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.
Requirements
- 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
- Active Life & Health License required
- Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Nice To Haves
- Industry-related designations preferred
- Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
