EB Account Manager Team Leader

Higginbotham•Springfield, MO

About The Position

The Team Leader will oversee the operations and performance of a designated office(s). 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 management 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
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
Display leadership skills and ability to motivate fellow
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

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 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