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