Employee Benefits Unit Supervisor

Description 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.