Employee Benefits Unit Supervisor

Position Summary:  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

 

Supervisory 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

 

Essential Tasks:

Core Responsibilities

·         Reporting, Workload & SBU Administration

·         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.

 

Client & Industry Awareness

·         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.

 

·         Mentorship & Support

·         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.

 

Training & Development

·         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.

 

Meetings & Communication

·         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.

 

Culture & Engagement

·         Promote collaboration, recognition, and knowledge sharing.

·         Encourage participation in firm programs and initiatives.

 

Process, Change & Communication Bridge

·         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.

 

Role Modeling

·         Model service standards, professionalism, and responsiveness.

·         Demonstrate a positive, solutions-focused mindset.

·         Encourage consistent use of standard processes and tools.

 

Core Competencies:

  : 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 

 

Experience and Education:

• Minimum of 5 years of experience in Account Management
• Bachelor's degree is preferred     

 

Licensing and Credentials:

·         Employee Health and Life License (Active)

 

Systems:

·         Proficient with Microsoft Excel, Word, PowerPoint, and Outlook

·         Applied Epic experience preferred, but knowledge of similar Agency Management System (AMS) is acceptable

 

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

 

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 or send unsolicited potential placements to our team members.

 

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.