EB Account Coordinator Team Leader

Ultipro; Fort Worth (TX); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401K

Equity incentive plan

Wellness program

Paid holidays & PTO

Job summary

Ultipro is seeking an Account Coordinator Team Leader in Fort Worth to oversee the operations and performance of a designated office and lead a team of account coordinators in employee benefits. You will drive regional results, ensure compliance, and collaborate with HR and Talent Operations on hiring and training.

This role requires 5+ years in employee benefits, strong leadership, and deep knowledge of industry regulations.

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 employee benefit 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

Problem solving

Attention to detail

Communication

Time management

Team collaboration

Client focus

Dependability

Creative thinking

Organizational skills

Adaptability

Education

Leadership experience in employee benefits

Tools

Excel

Word

PowerPoint

Outlook

Applied Epic (AMS)

Job description

Position Summary: The Account Coordinator Team Leader will oversee the operations and performance of a designated office(s) for the Account Coordinator’s team. 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 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

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 coordinator 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

Benefits & Compensation:

• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program
• Company paid holidays, plus PTO

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.