Manager - New Partner and EB Operations

Higginbotham • Fort Worth, TX

14d

About The Position

The Manager of New Partner & EB Operations is responsible for overseeing and supervising the coordination and optimization of the Employee Benefits Operations Team.

Requirements

• Exceptional communication and interpersonal skills.
• Outstanding organizational skills.
• Strong critical thinking and problem-solving abilities.
• Demonstrated ability to thrive in a fast-paced environment and deliver superior results.
• Comprehensive knowledge of the insurance industry. with at least 2 years account management experience.
• Leadership: Display leadership skills and ability to motivate fellow employees
• 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
• A minimum of 3-5 years of experience in the Employee Benefits/Insurance industry
• A minimum of 2 years experience leading a team
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook

Nice To Haves

• Project Management experience a plus
• Active life and health license is preferred.
• Applied Epic experience preferred, but knowledge of similar Agency Management System (AMS) is acceptable.
• Bachelor’s Degree is preferred

Responsibilities

• Oversee Carrier Management functions, including but not limited to Producer Appointments, Carrier on-site visits and presentations, online carrier portal access, and the Panel Carrier Program.
• Collaborate with carriers, new partners and internal team members to consolidate current New Partner contracts under Higginbotham's tax ID/producer numbers, ensuring that the New Partner's book of business is accurately reflected in supplemental compensation calculations.
• Support New Partner integration by maintaining the New Partner Project Plan using project management tools as necessary and supervise the coordination team.
• Act as liaison between New Partners and Higginbotham to answer questions, provide training on Operations and EB Day Two.
• Coordinate discovery meetings with New Partners to ensure a seamless transition to Higginbotham.
• Work closely with EB Regional Team Leads to help transition New Partners to Higginbotham structure.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager