Benefits Account Coordinator Team Lead: Operations & Growth

Higginbotham; Fort Worth (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Higginbotham Insurance Agency in Fort Worth, TX seeks an Account Coordinator Team Leader to oversee the Account Coordinator team across designated offices. You will drive performance, ensure compliance, and align operations with regional goals in the employee benefits space.

The role requires strong leadership, in-depth knowledge of employee benefits, and a proactive approach to change management. You will mentor staff, manage carrier relationships, and report regional performance to senior

Qualifications

• 5+ years of employee benefits and account coordinator experience in the insurance field required.
• Leadership experience in the employee benefits industry or a related field required.
• Commitment to continuous learning and professional development.

Responsibilities

• Oversees and mentors a team of account coordinator 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
• 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

Skills

Leadership

Strategic thinking

Problem solving

Attention to detail

Communication

Time management

Team collaboration

Client focus

Dependability

Adaptability

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Applied Epic

Job description

Higginbotham Insurance Agency in Fort Worth, TX seeks an Account Coordinator Team Leader to oversee the Account Coordinator team across designated offices. You will drive performance, ensure compliance, and align operations with regional goals in the employee benefits space.

The role requires strong leadership, in-depth knowledge of employee benefits, and a proactive approach to change management. You will mentor staff, manage carrier relationships, and report regional performance to senior