Employee Benefits Unit Supervisor

Higginbotham•Fort Worth, TX

About The Position

The Employee Benefits Unit Supervisor, Account Management Small Business Unit, 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

Requirements

Minimum of 5 years of experience in Account Management
Employee Health and Life License (Active)
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 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

Nice To Haves

Applied Epic experience preferred , but knowledge of similar Agency Management System (AMS) is acceptable
Bachelor's degree is preferred

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
Prepare and deliver monthly SBU reporting for leadership and team visibility.
Coordinate and process the quarterly SBU bonus for each SBU team member in alignment with established criteria.
Monitor team workloads and support balanced distribution across SBU teams.
Conduct semi-annual audits to confirm revenue thresholds and accurate identification of house accounts.
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.
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.
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.
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.
Promote collaboration, recognition, and knowledge sharing.
Encourage participation in firm programs and initiatives.
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.
Model service standards, professionalism, and responsiveness.
Demonstrate a positive, solutions-focused mindset.
Encourage consistent use of standard processes and tools.