EB Account Manager Team Leader

Position Summary: The Team Leader will oversee the operations and performance of a designated office(s). This role involves managing a team of professionals, ensuring efficient operations, maintaining compliance, and driving the region toward achieving its strategic goals. The ideal candidate will have strong leadership skills, a thorough understanding of the employee benefits industry, and the ability to adapt to changing market conditions.

Supervisory Responsibilities:
• Oversees and mentors a team of employee benefit employees, providing guidance, support, and performance evaluations
• Participates in hiring processes with Talent Operations, onboards new employees, and facilitates ongoing training and professional development on a monthly, quarterly, and yearly basis
• Sets performance goals, conducts regular 1:1's, and implements improvement plans when necessary
• Addresses and resolves conflicts among team members promptly and effectively to maintain a positive work environment
• Implements disciplinary action, when necessary, in partnership with Human Resources, ensuring they are fair, consistent, and in line with company policies
• Manages office resources effectively, including staff, and technology
Essential Tasks:
• Identifies and implements process improvements to enhance efficiency and service quality
• Ensures all office operations comply with legal regulations, industry standards, and company policies
• Provides minimum monthly updates and reports to senior management on regional performances, challenges, and opportunities
• Facilitates effective communication within the team and between the region and the corporate office
• Manages carrier relationships at the office level
• Conducts monthly account manager meetings to review performance, discuss strategies, and address any issues or concerns
• Stays informed of industry changes and adapts strategies accordingly to maintain competitiveness
• Stays current with industry trends, best practices, and regulatory changes by attending relevant training and conferences
• Fosters a culture of continuous learning within the team by sharing knowledge and encouraging professional development

Core Competencies:
• Leadership: Display leadership skills and ability to motivate fellow
• 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:
• 5+ years of employee benefits and account management experience in the insurance field
required, including a strong understanding of current employee benefits, regulations, and
industry standards
• Leadership experience in the employee benefits industry or a related field required
• Commitment to continuous learning and professional development
Licensing and Credentials:
• Active Life & Health License required
• Industry-related designations preferred

Systems:
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account 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

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.