Manager - New Partner and EB Operations

Position Summary:  The Manager of New Partner & EB Operations is responsible for overseeing and supervising the coordination and optimization of the Employee Benefits Operations Team.

Supervisory Responsibilities:  Manage Operations team, including conducting performance reviews, providing mentoring and coaching to ensure team growth.

Essential Tasks:.

• Oversee Carrier Management functions, including but not limited to Producer Appointments, Carrier on-site visits and presentations, online carrier portal access, and the Panel Carrier Program.
• Collaborate with carriers, new partners and internal team members to consolidate current New Partner contracts under Higginbotham's tax ID/producer numbers, ensuring that the New Partner's book of business is accurately reflected in supplemental compensation calculations.
• Support New Partner integration by maintaining the New Partner Project Plan using project management tools as necessary and supervise the coordination team. Act as liaison between New Partners and Higginbotham to answer questions, provide training on Operations and EB Day Two.
• Coordinate discovery meetings with New Partners to ensure a seamless transition to Higginbotham. Work closely with EB Regional Team Leads to help transition New Partners to Higginbotham structure.

Specific Knowledge, Skills, and Abilities:

• Exceptional communication and interpersonal skills.
• Outstanding organizational skills.
• Strong critical thinking and problem-solving abilities.
• Demonstrated ability to thrive in a fast-paced environment and deliver superior results.
• Comprehensive knowledge of the insurance industry.
• with at least 2 years account management experience.

Core Competencies:

• Leadership: Display leadership skills and ability to motivate fellow employees
• 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:

• A minimum of 3-5 years of experience in the Employee Benefits/Insurance industry
• A minimum of 2 years experience leading a team
• Project Management experience a plus
• Bachelor’s Degree is preferred

Licensing and Credentials:

• Active life and health license is preferred.

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.