EB Account Coordinator Team Leader
On-siteFort Worth, Texas, United States
Job Summary
Oversee and mentor a team of employee benefit account coordinators, providing guidance, conducting regular 1:1s, and implementing performance improvement plans. Manage office resources, including staff and technology, while ensuring all operations comply with legal regulations and industry standards. Identify process improvements to enhance efficiency and service quality, and provide monthly updates to senior management on regional performance. Facilitate hiring, onboarding, and ongoing training, and resolve conflicts to maintain a positive work environment. Manage carrier relationships at the office level and conduct monthly account manager meetings to review strategies and address concerns.
Required Qualifications
- 5+ years of employee benefits and account coordinator experience in the insurance field
- Strong understanding of current employee benefits, regulations, and industry standards
- Leadership experience in the employee benefits industry or a related field
- Active Life & Health License
- Ability to lift 25 pounds
Desired Qualifications
- Industry-related designations
- Applied Epic experience
- Knowledge of similar Account Management System (AMS)
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