Employee Benefits Training Specialist

Position Summary:  Employee Benefits Training Specialist is responsible for designing and delivering training that equips Employee Benefits account managers and support staff to accurately follow Higginbotham policies, procedures, and service standards. This role leverages prior Employee Benefits account management experience to translate complex EB processes into clear, engaging learning experiences, delivered through both in-person and virtual formats.

This position represents the Employee Benefits team and the Learning & Development function with a high level of professionalism, clarity, and service focus.

Essential Tasks:

• Lead engaging, interactive training sessions for all levels of Account Management (AM101, AM201, AM301)
• Deliver training both in-person and via virtual platforms, ensuring participants remain actively engaged
• Apply real-world account management scenarios to reinforce learning
• Adapt delivery style and pace to suit different skill levels and learning styles
• Partner with Subject Matter Experts to coordinate their participation in training sessions
• Ensure Subject Matter Experts are prepared, equipped, and aligned with Higg U’s curriculum and delivery standards
• Maintain training schedules, materials, and session records in coordination with the Higg U team
• Provide feedback on course effectiveness and recommend updates to improve training outcomes
• Stay current on industry trends, compliance changes, and best practices in employee benefits account management
• Collaborate with the Training Manager to identify training needs and create targeted learning experiences
• Consistently deliver engaging, high-value training sessions that enhance Account Management skills and confidence at every career stage
• Coordinate seamlessly with Subject Matter Experts, ensuring all content is relevant, accurate, and aligned with firm standards
• Serve as a trusted resource and go-to trainer for Account Management learning needs across the organization

Core Competencies:

• 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

Experience and Education:

• Extensive experience in Employee Benefits Account Management (minimum 7+ years preferred)
• Proven ability to train, mentor, or coach professionals at varying career stages, from entry-level to strategic leadership roles
• Strong understanding of small, mid-market, and large group benefits, funding arrangements, ancillary products, and compliance requirements
• Exceptional communication and facilitation skills, both in-person and virtually
• Ability to coordinate multiple stakeholders, manage schedules, and maintain training quality

Licensing and Credentials:

• Active Life & Health Insurance License (required)

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
• Proficiency with virtual meeting platforms (Zoom, Teams) and LMS tools

Physical Requirements:

• 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

Benefits & Compensation:

• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity prescription incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Company paid holidays, plus PTO
• Employee Wellness Program

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact our team members or send unsolicited potential placements.

*Applications will be accepted until the position is filled