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.