What are the responsibilities and job description for the North Texas Team Leader-Employee Benefits position at Higginbotham?
Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an opening for an Employee Benefits Regional Team Leader for our North Texas region.
The Employee Benefits Regional Team Leader is responsible for assisting in workflow strategy development, deployment and training, collaborating with Producers to oversee assigned team including workflows, workload, adherence to agency policies and procedures; also responsible for conflict resolution, performance reviews, expense management and salary administration for assigned team.
Essential Tasks:
- Overall management and support of team and Office Advocates, if applicable
- Interview and evaluate prospective team members
- Coordinate training and guidance regarding department procedures
- Assist in needs assessment and training where needed
- Assist with back up, when necessary
- Participate in disciplinary and termination issues
- Assist with implementation of new procedures and/or changes
- Ensure compliance with policies and procedures of team and Office Advocates, if applicable
- Assists with cultivating efficient operations of the EB department within respective Region
- Assist in resolving workflow issues as they arise
- Remains abreast of employee benefits insurance markets
- Participates in staff recognition
- Assist with data collection (New/Lost business; Day 2 &/or Cross Sell engagement)
Non-essential Tasks:
- Attends and completes any training sessions or assignments as required
- Performs other related tasks as needed
Specific Knowledge, Skills and Abilities:
- Highly motivated self-starter with ability to work independently to accomplish established agency goals
- Ability to work as a team player with a committed positive approach to working through adversity
- Strong organizational and time management skills, with an extreme attention to detail
- Critical thinking skills with ability to use logic and reasoning to identify deficiencies or other concerns
- Ability to adhere to and meet deadlines
- Above average mathematical skills
- Accountable and delivers on commitments
- Exceptional communication skills, both in the verbal and written word, necessary to communicate with clients, carriers and prospects concerning employee benefit lines of coverage
- Intermediate knowledge of Microsoft Office Products Outlook, Word and Excel preferred; basic working knowledge of Power Point preferred
Experience and Education:
- High school diploma or equivalent
- Life and Health Agent’s license
- 5 years of experience in account management preferred
- ACSR designation preferred
- Commitment to continuous learning
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