Benefit Specialist jobs at American Income Life Insurance - 273 jobs

at AMBA Insurance Benefits Representative (1099 Independent Contractor) Compensation: Commission plus bonuses Schedule: Self-managed with full-time effort required for success For more than 65 years, AMBA has served retired public servants by providing access to supplemental insurance benefits not typically included in traditional retirement plans. We partner with more than 450 associations across all 50 states and Canada, representing over 44 million members, including educators, first responders, veterans, healthcare workers, and trade professionals. In Texas, AMBA is the exclusive endorsed provider and given direct access to their members and communities for the following associations: Retired State Employees Association of Texas Texas Retired Teacher Association Texas Public Employee Association State Firefighters' and Fire Marshals' Association of Texas Texas Community College Teachers Association Texas Nurses Association Texas Association of School Business Officials Texas Alliance of Black School Educators Why Partner with AMBA Proven Systems: Build your business using established sales processes, strong carrier relationships, and a trusted national brand. Leads You Can Count On: Receive no-cost leads through exclusive association endorsements. Success in this role requires consistent outbound calling, follow-up, and persistence. Purpose-Driven Work: Help protect the financial security and peace of mind of retirees who spent their careers serving others. Entrepreneurial Independence: You manage your own schedule and daily activities. A consistent full-time effort is essential to generate income and long-term success. Comprehensive Support: Access to licensing guidance, structured onboarding resources, self-branded marketing materials, product education, sales coaching, and business planning tools to support independent agents at every stage of growth. What You Will Do Meet virtually or in person with association members to assess needs and recommend appropriate supplemental insurance solutions. Educate clients through one-on-one consultations, seminars, webinars, and/or group presentations. Utilize a consultative sales approach to assist retirees in protecting their health, income, and legacy, including retirement-focused solutions like Fixed Indexed Annuities. Participate in ongoing training, mentorship, and business planning to continuously improve performance and results. Who Thrives in This Role This opportunity may be a strong fit if you have: An entrepreneurial mindset and a self-starter approach Comfort with phone-based outreach, follow-up, and virtual appointments Strong communication and relationship-building skills A commitment to providing ethical, high-quality service A Life and Health insurance license or willingness to obtain one prior to onboarding Motivation to grow income through a performance-based compensation model Compensation and Support Performance-based commissions with advanced payouts and lifetime vesting No income cap. Typical first-year earnings range from $65,000 to $80,000 for agents who maintain consistent activity, with top agents earning $90,000 or more in year one Monthly performance bonuses and travel incentives Ongoing onboarding, sales training, and mentorship Access to experienced local leadership, a dedicated Sales Support team, and onboarding specialists focused on your success Ready to Take the Next Step Apply today to explore a partnership with AMBA and build a purpose-driven insurance business serving retirees who rely on trusted guidance.

Employee Benefits Coordinator (Benefits Service Associate) - Marsh McLennan Agency Department: Employee Health & Benefits Full-Time Marsh McLennan Agency (MMA) is hiring an Employee Benefits Coordinator to support our Employee Health & Benefits team with client service, benefit enrollments, and annual renewals. This role works closely with Client Managers and service teams to ensure clients receive accurate and timely support throughout the benefits process. Responsibilities • Assist with day-to-day client service requests • Process benefit enrollments and coverage changes • Support client renewals and open enrollment activities • Maintain client files and documentation • Prepare client materials and communications • Review benefit details for accuracy • Communicate with carriers, vendors, and internal teams • Support compliance documentation and reporting Qualifications • Strong attention to detail • Excellent communication skills • Ability to manage multiple priorities • Customer service mindset • Highly organized and proactive • Proficient with Microsoft Office (Excel preferred) No prior insurance or benefits experience required. Training provided. What you'll learn • Employee benefits fundamentals • Carrier and vendor processes • Client communication and support • Enrollment and renewal workflows • Compliance and documentation requirements Career Growth This role offers opportunities for advancement into: • Client Service Coordinator • Benefits Analyst • Client Manager • Other HR and Employee Benefits roles within MMA Marsh McLennan Agency invests heavily in learning, development, and internal career mobility. The applicable hourly rate range for this role is $17.52 to $33.65. The hourly rate offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************

McGohan Brabender Benefit Specialist About Us: McGohan Brabender is renowned for recruiting top-tier talent within the employee benefits industry. As one of the nation's largest employee-owned (ESOP) benefit firms, we are true entrepreneurial disruptors in the field. Our team embodies agility, serving as advisors, financial strategists, and innovative problem solvers. Our corporate culture is infectious, grounded in our unwavering commitment to fostering a diverse and inclusive workplace where every individual is accorded the utmost dignity and respect. At the core of all our values, whether in life or business, lies our dedication to people. We wholeheartedly encourage everyone to bring their authentic selves to work every single day. About the Role: As a Benefit Specialist at McGohan Brabender, you will be at the forefront of our mission to provide comprehensive benefit solutions to our clients. As part of an Account Management team, you will collaborate closely with clients, insurance carriers, and internal teams to design, implement, and manage employee benefit programs that align with our clients' objectives and meet the needs of their workforce. We believe that with the right attitude, a commitment to learning, and a passion for helping others, you can excel in the role of Benefit Specialist, even if you haven't previously worked in the insurance or benefits industry. We are committed to providing comprehensive training and professional development opportunities to help you succeed in your role and contribute to our mission of delivering exceptional benefit solutions to our clients. Key Responsibilities: 1. Client Support: Act as a trusted partner to our clients, conduct needs assessments, and offer exceptional customer service by responding to day to day service issues, scheduling client meetings and answering questions in a timely manner. 2. Compliance and Regulatory Expertise: Compose templated compliance emails to send to clients, ensuring they remain in adherence. 3. Employee Education and Engagement: Create, design, facilitate, and present open enrollment materials for meetings with clients, empowering employees to make informed decisions about their benefits. Open enrollment materials include, but are not limited to, open enrollment PowerPoints, Xplore websites, and/or Benefit Overviews. Will also create communication pieces throughout the year using AccelerateGo, in addition to creating benefit guides. 4. Vendor Management: Manage relationships with insurance carriers, third-party administrators, and other benefit providers to ensure seamless service delivery. 5. Benefits Administration: Oversee benefit enrollment, changes, and terminations, maintaining accurate records and addressing employee inquiries. 6. Technology Utilization: Stay informed on benefits technology platforms clients may utilize to streamline administration and enhance employee and client experiences. Additionally, take full advantage of the Microsoft Office Suite, including Excel, Publisher, and PowerPoint. Will also use SalesForce CRM software to update account details, renew policies, and audit information. 8. Quoting Management: Assist Account Managers with the quoting process by preparing presentations and documents, gathering census information, and guiding the client through the FormFire process. 9. Policy Implementation: Manage the implementation of new benefit policies by acting as the liaison between the carrier and the client; assist the client with installation paperwork, terminate any prior policies, and request a deductible credit report and certificate of coverage for the new policy. Qualifications: Bachelor's degree preferred. Self-starter who will take initiative in meeting client's needs. Exceptional communication (both oral and written) and interpersonal skills. Client-centric mindset. Detail-oriented with excellent organizational and project management abilities. Proficiency in Microsoft Office Suite. Ability to work independently and collaboratively within a team. Comfortable presenting in front of groups (once knowledge base is acquired).

--------------------------------------------------------------- This position is responsible for working with CareOregon members, their providers, and pharmacies to support the pharmacy benefit and prescription needs under the major medical benefit. Core responsibilities include customer service and claims processing, as well as assistance with prior authorizations, formulary exceptions, appeals, grievances, and projects. Estimated Hiring Range: $20.51 - $25.06 Bonus Target: Bonus - SIP Target, 5% Annual Current CareOregon Employees: Please use the internal Workday site to submit an application for this job. --------------------------------------------------------------- Essential Responsibilities Customer Service and Claims Processing Communicate in a professional and respectful manner. Maintain confidentiality within HIPAA regulations and function on “need to know” principles. Respond to drug coverage inquires in an accurate and timely manner to members, members' representatives, providers, and CareOregon staff. Educate members, providers, pharmacies, and CareOregon staff about the CareOregon formularies and pharmacy benefit policies. Document all customer service activities according to organization requirements. Follow policies and procedures to answer questions from members, providers and CareOregon staff regarding claims processing as it pertains to the CareOregon pharmacy benefits and coverage of drugs under the major medical benefit. Follow policies and procedures to determine a resolution to pharmacy claims adjudication issues or triage to other CareOregon staff for assistance. Data Entry and Clerical Support Sort incoming faxes and distribute according to assignments. Maintain files according to unit protocols. Perform data entry into the claims processing system, document management systems, databases and spreadsheets as assigned. Clerical Assistance for pharmacy projects, including, but not limited to distribution of education materials to members, providers or pharmacies, letters & mailings, and reports. Prior Authorizations (PA) and Formulary Exceptions Verify member's plan eligibility and applicable benefit for drug coverage. Review member's medication and eligibility history, load authorization in claim adjudication platform(s). Assist members and providers with the PA, formulary exception and coverage determination process. Follow policy & procedures to facilitate a resolution for prior authorization, formulary exception and coverage determinations requests. Notify members, providers or providers staff of prior authorization and formulary exception decisions. Appeals and Grievances Explain pharmacy appeal and grievances provisions and process to members, providers and CareOregon staff. Assist PBS II and PBS Lead with setting up pharmacy benefit appeals and grievances. Project Coordination Minimal project participation. Experience and/or Education Required Minimum 1 year work experience on a pharmacy team (i.e., retail, long-term care, or hospital) or 1 year experience in a health insurance plan Knowledge, Skills and Abilities Required Knowledge General understanding of managed care, Medicare, and Oregon Health Plan concepts Skills and Abilities Proficient with Microsoft Office Products and general computer literacy Familiarity with medical and pharmaceutical terminology Ability to learn and effectively navigate CareOregon and PBM software programs necessary to perform job responsibilities Ability to follow policies and procedures in performing job responsibilities Effective listening, verbal, and written communication skills Ability to exercise professionalism Growing ability to network and utilize internal and external resources Ability to focus on and comprehend information Ability to learn new skills and abilities Ability to assess a situation and use critical thinking skills and company resources to determine a solution Ability to accept managerial direction and feedback Ability to tolerate and manage stress Results and service oriented Ability to be flexible and adaptable Ability to organize, plan, and prioritize daily workflow within time constraints Ability to work in an environment with diverse individuals and groups Ability to learn, focus, understand, and evaluate information and determine appropriate actions Ability to accept direction and feedback, as well as tolerate and manage stress Ability to see, read, and perform repetitive finger and wrist movement for at least 6 hours/day Ability to hear and speak clearly for at least 3-6 hours/day Working Conditions Work Environment(s): ☒ Indoor/Office ☐ Community ☐ Facilities/Security ☐ Outdoor Exposure Member/Patient Facing: ☐ No ☒ Telephonic ☐ In Person Hazards: May include, but not limited to, physical and ergonomic hazards. Equipment: General office equipment Travel: May include occasional required or optional travel outside of the workplace; the employee's personal vehicle, local transit or other means of transportation may be used. Work Location: Work from home We offer a strong Total Rewards Program. This includes competitive pay, bonus opportunity, and a comprehensive benefits package. Eligibility for bonuses and benefits is dependent on factors such as the position type and the number of scheduled weekly hours. Benefits-eligible employees qualify for benefits beginning on the first of the month on or after their start date. CareOregon offers medical, dental, vision, life, AD&D, and disability insurance, as well as health savings account, flexible spending account(s), lifestyle spending account, employee assistance program, wellness program, discounts, and multiple supplemental benefits (e.g., voluntary life, critical illness, accident, hospital indemnity, identity theft protection, pre-tax parking, pet insurance, 529 College Savings, etc.). We also offer a strong retirement plan with employer contributions. Benefits-eligible employees accrue PTO and Paid State Sick Time based on hours worked/scheduled hours and the primary work state. Employees may also receive paid holidays, volunteer time, jury duty, bereavement leave, and more, depending on eligibility. Non-benefits eligible employees can enjoy 401(k) contributions, Paid State Sick Time, wellness and employee assistance program benefits, and other perks. Please contact your recruiter for more information. We are an equal opportunity employer CareOregon is an equal opportunity employer. The organization selects the best individual for the job based upon job related qualifications, regardless of race, color, religion, sexual orientation, national origin, gender, gender identity, gender expression, genetic information, age, veteran status, ancestry, marital status or disability. The organization will make a reasonable accommodation to known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the operation of our organization.

Objective: The Employee Benefits Producer will cold call and network with industry professionals, both internally and externally, to generate interest in our insurance products related to Employee Benefits services to help grow the Heffernan brand! They will work closely with the company sales team to cross-sell our services to existing clients as well as prospect for new clients outside of HIB. The ideal candidate would be a determined self-starter with a strong work ethic. Responsibilities Include: Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals Support clients and partner with them when selecting and designing their insurance product needs Call on to educate and suggest additions or enhancements to existing insurance programs Meet with existing clients to perform annual reviews of current insurance offering Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information Work closely with Account Management team to offer quality day to day service to client Attend industry networking events, trade shows and conventions Track all sales activity using Huddle Attend sales meetings, both locally and nationally as necessary Attend ongoing industry continuing education courses to improve technical knowledge Develop long-term relationships with clients, carriers, and HIB Producers Special projects and other duties as assigned. Requirements: 5+ years of relevant industry experience preferred. Must hold a Life and Health insurance license. Strong knowledge of Employee Benefits. Sales experience preferred. Excellent verbal and written communication skills Excellent interpersonal and customer service skills Strong analytical and problem-solving skills Thorough understanding of equipment, product, industry, and/or services provided to clients. High School graduate required. Excellent communication skills, both verbal and written Must be highly organized. Must be a team player and enjoy a team-based work environment. Must be proficient in MS Office, notably Outlook, PowerPoint, Excel Must embody the Heffernan Habits as illustrated herein. Compensation: The base salary range for this position is $100,000.00 to 150,000.00. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role will be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits (Expectations): These are practices that represent our unique culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many.  Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule. Ability to travel as necessary. 

Objective: Heffernan Insurance Brokers is looking for an experienced individual to join its Group Benefits team. The primary function of the Benefits Specialist role is to provide administrative support to the service team. The Benefits Specialist will support the Account Management team on as many as twenty-five mid-size and large group accounts. Responsibilities Include: Setup pre-renewal, renewal, and marketing reports for the service team. Assist in spreading marketing results, including benefit comparisons, and cost analysis. Work with service team on employee contributions and strategies to meet client's budgetary needs. Assist with the preparation of quarterly and annual experience reports. Assist with and/or participate in annual open enrollment meetings, health fairs, and webinars. Collect new client information and accurately record into HIB client management system. Distribute client correspondence, communication materials, and compliance notes for the account management team. Assist with group applications and policy termination notices. Maintain an action calendar for the team. Scan, print, bind, and mail out necessary materials. Assist account management team in resolving claims and service issues. Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed. Assist with client 5500 processing as necessary. Other duties and special projects as assigned. Requirements: Education - High School graduate/GED required. Minimum of 2 years working experience in group health insurance or with a benefits brokerage/consulting firm. Active Life & Disability license is required. Effective communication and collaboration skills, both written and oral. Must be organized and able to manage time effectively. Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint. Professional demeanor and behavior required as referenced in the Heffernan core values (Habits). Compensation: The base salary range for this position is $65,000 to $80,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Smooth The Path And Be Respectful - Being respectful of one another is critical to developing and maintaining strong relationships. We are in this together as a team. Do Good - This is our core. We strive to do good for our clients, our company and our communities. Know Your Clients And Foster Relationships - Take the time to listen and learn. Build, maintain, and enhance the connections you make every day. Have Fun - Take the time to get to know your colleagues and let's have fun! If we are happy and connected, we all will do a better job for our clients. Answer The Phone (And Email) - Be available and responsive to clients and colleagues. Be Humble And Own It - We all make mistakes - what's important is that we take ownership for our mistakes and learn from them. Humility shows a willingness to learn and improve. Celebrate And Value Our Differences - We strive to be non-traditional. We all come from different backgrounds. Be open. Listen to others stories and experiences. Make an effort to not only include, but connect. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.

Join Our Team as a Benefits Specialist ! Are you passionate about helping others, building relationships, and making a meaningful impact? We're looking for driven individuals to join our dynamic team as Benefits Specialist , where you'll receive top-tier training, mentorship, and unlimited income potential. NOW HIRING: ✅ Licensed Life & Health Agents ✅ Unlicensed Individuals (We'll guide you through the licensing process!) We're looking for motivated individuals who want to grow into leadership roles or create a rewarding part-time income stream. Is This You? ✔ Passionate about helping clients find financial security? ✔ Willing to invest in yourself and your professional growth? ✔ Self-motivated, disciplined, and eager to succeed? ✔ Coachable and ready to learn from top industry professionals? ✔ Interested in a business that is recession- and pandemic-proof? If you answered YES, keep reading! What We Offer: 💼 Flexible Work Environment - Work remotely, full-time or part-time, on your own schedule. 💰 Unlimited Earning Potential - Part-time: $40,000-$60,000+/month | Full-time: $70,000-$150,000+++/month. 📞 Warm Leads Provided - No cold calling; you'll assist clients who have already requested help. ❌ No Sales Quotas, No High-Pressure Tactics. 🧑 🏫 Comprehensive Training & Mentorship - Learn from top-performing professionals. 🎯 Daily Pay - Get paid directly by the insurance carriers you work with. 🎁 Bonuses & Incentives - Earn commissions starting at 80% (most carriers) + salary 🏆 Leadership & Growth Opportunities - Build your own agency (if desired). 🏥 Health Insurance Available for qualified agents. 🚀 Start a meaningful career where you help clients secure their futures while securing your own. 👉 Apply today and take the first step toward success! ( Your success depends on effort, skill, and commitment to training and sales systems. )

Objective: Heffernan Insurance Brokers is looking for an experienced individual to join its Group Benefits team. The primary function of the Benefits Specialist role is to provide administrative support to the service team. The Benefits Specialist will support the Account Management team on as many as twenty-five mid-size and large group accounts. Candidates must be Life & Health licensed with two to three years of relevant experience Responsibilities Include: Setup pre-renewal, renewal, and marketing reports for the service team. Assist in spreading marketing results, including benefit comparisons, and cost analysis. Work with service team on employee contributions and strategies to meet client's budgetary needs. Assist with the preparation of quarterly and annual experience reports. Assist with and/or participate in annual open enrollment meetings, health fairs, and webinars. Collect new client information and accurately record into HIB client management system. Distribute client correspondence, communication materials, and compliance notes for the account management team. Assist with group applications and policy termination notices. Maintain an action calendar for the team. Scan, print, bind, and mail out necessary materials. Assist account management team in resolving claims and service issues. Thorough documentation is required on each account, while ensuring that proper E&O procedures are followed. Assist with client 5500 processing as necessary. Other duties and special projects as assigned. Requirements: Education - High School graduate/GED required. Minimum of 2 years working experience in group health insurance or with a benefits brokerage/consulting firm. Active Life & Disability license is required. Effective communication and collaboration skills, both written and oral. Must be organized and able to manage time effectively. Must be proficient with MS Suite; particularly Excel, Word, and PowerPoint. Professional demeanor and behavior required as referenced in the Heffernan core values (Habits). Compensation: The base salary range for this position is $65,000 to $80,000. The offer will depend on the geographic region, job-related knowledge, skills, and experience, among other factors. This role may also be eligible to participate in a discretionary annual incentive program. Heffernan offers a comprehensive benefits package; more details on which can be found at ***************************************** Heffernan Habits: These are core values that represent our unique culture. Answer The Phone (And Email) : Communication is the foundation of success in life, work, and relationships. It begins with being present and responsive to both clients and colleagues. Listen to what is said and notice what goes unsaid. Have Fun : Fun is something we don't shy away from, and participation brings us together on many different levels. Take the time to know your colleagues and let barriers fall away. If we are happy and enjoy time together, we will do a better job for our clients and for one another! Be Respectful : Lend a hand, be kind, and smooth the path. Respect is the cornerstone of developing and maintaining strong relationships. Lead with humility, take ownership of your actions, and ease the way for others. We are in this together as a team, as a family, and as trusted advisors to many. Do Good : This is our core. We strive to do good for our clients, our community, and our planet. Celebrate & Value Our Differences : “Because You're Different”. It is our differences, when valued and amplified, that allow us to innovate, to learn, to connect, and to stand apart from the rest. Working Conditions: Work environment is indoors, sitting at a desk or standing for extended periods of time. Daily use of computers, keyboard, mouse, headset, printers, and other commonly used office equipment. This position may require flexibility to work hours outside of a regular schedule.

Job Description Cypress/Northwest Houston Coleman Agency is an authorized independent agency in Cypress, TX, under a trusted 85+ year insurance carrier serving 42 state governments. We seek a bilingual professional for our Benefits Counselor position, executing enrollment sales across district accounts. As a Benefits Specialist (Benefits Counselor), you'll work with our District Coordinator and Benefits Advisors to execute enrollments on accounts our Advisors have closed. You'll conduct group enrollment meetings in Spanish and English, educate employees, and strategically maximize participation to meet case sales plan goals. You'll receive field development training and support, shadow experienced team members on live cases, and complete comprehensive certification (~60 days from licensing to independent case management). Licensed professionals gain faster access to income and accelerated advancement to District Benefits Counselor. Our District Coordinator and administrative teams provide operational support, freeing you to focus on employee education and enrollment execution. Performance-based pay with no base salary. Earn at plan commission on enrollment execution, case plan achievement bonuses, and retention incentives. MUST BE FLUENT IN SPANISH AND ENGLISH (written and spoken) Compensation: $55.000 - $75,000 yearly Responsibilities: Execute enrollment sales through bilingual group meetings (10-50+ employees) across district accounts, strategically maximizing participation to meet case sales plan goals Conduct presentations in Spanish and English based on employee preference, explaining coverage options clearly and professionally Manage re-enrollments for district accounts, conduct annual reviews, and achieve retention and expansion metrics Work collaboratively with the District Coordinator and Benefits Advisors to understand the employer's mission, employee needs, and execute benefits plans Maintain employee relationships as their trusted bilingual resource, staying current on life events and coverage needs Assist with claims filing and benefits utilization, ensuring employees understand how to access coverage Stay current on employee changes, leveraging technology to track new hires, life events, and coverage opportunities Qualifications: Strongly preferred: Active Texas Life & Health License (licensed professionals gain faster income access and accelerated advancement to District Benefits Counselor). Unlicensed candidates must commit to licensing within 2-4 weeks (we provide preparation and support) Preferred: Experience in group sales, employee benefits enrollment, or consultative B2B sales Bonus: Business degree, experience in insurance or financial services Fluent in Spanish and English (written and spoken) - MANDATORY Strong consultative sales background with the ability to educate and guide group decisions Group presentation skills with confidence, conducting meetings for 10-50+ employees in both languages Proficiency in math for enrollment calculations and premium computations Technology proficiency with enrollment platforms and tracking systems Self-motivated with the ability to manage multiple accounts across the district Comfort with performance-based pay (no base salary) tied to enrollment execution Reliable transportation for meetings across the Cypress/Northwest Houston district About Company Coleman Agency operates as an authorized independent agency under a trusted 85+ year insurance carrier serving 42 state governments. Based in Cypress, Texas, we partner with Northwest Houston business owners to design competitive benefits strategies that help them attract and retain talent. Our Mission: Help companies build competitive employee benefits. By developing professional advisors, we expand throughout Northwest Houston. What Makes Us Different: Established owner with finance expertise for data-driven coaching and business strategy. Collaborative team environment with competitive commission structure, comprehensive training systems, and clear pathways to leadership as the agency scales. Benefits Available: Access to group rates on medical and supplemental insurance, professional association membership, and E&O coverage. District: Cypress/Northwest Houston

McGohan Brabender Benefit Specialist About Us: McGohan Brabender is renowned for recruiting top-tier talent within the employee benefits industry. As one of the nation's largest employee-owned (ESOP) benefit firms, we are true entrepreneurial disruptors in the field. Our team embodies agility, serving as advisors, financial strategists, and innovative problem solvers. Our corporate culture is infectious, grounded in our unwavering commitment to fostering a diverse and inclusive workplace where every individual is accorded the utmost dignity and respect. At the core of all our values, whether in life or business, lies our dedication to people. We wholeheartedly encourage everyone to bring their authentic selves to work every single day. About the Role: As a Benefit Specialist at McGohan Brabender, you will be at the forefront of our mission to provide comprehensive benefit solutions to our clients. As part of an Account Management team, you will collaborate closely with clients, insurance carriers, and internal teams to design, implement, and manage employee benefit programs that align with our clients' objectives and meet the needs of their workforce. We believe that with the right attitude, a commitment to learning, and a passion for helping others, you can excel in the role of Benefit Specialist, even if you haven't previously worked in the insurance or benefits industry. We are committed to providing comprehensive training and professional development opportunities to help you succeed in your role and contribute to our mission of delivering exceptional benefit solutions to our clients. Key Responsibilities: 1. Client Support: Act as a trusted partner to our clients, conduct needs assessments, and offer exceptional customer service by responding to day to day service issues, scheduling client meetings and answering questions in a timely manner. 2. Compliance and Regulatory Expertise: Compose templated compliance emails to send to clients, ensuring they remain in adherence. 3. Employee Education and Engagement: Create, design, facilitate, and present open enrollment materials for meetings with clients, empowering employees to make informed decisions about their benefits. Open enrollment materials include, but are not limited to, open enrollment PowerPoints, Xplore websites, and/or Benefit Overviews. Will also create communication pieces throughout the year using AccelerateGo, in addition to creating benefit guides. 4. Vendor Management: Manage relationships with insurance carriers, third-party administrators, and other benefit providers to ensure seamless service delivery. 5. Benefits Administration: Oversee benefit enrollment, changes, and terminations, maintaining accurate records and addressing employee inquiries. 6. Technology Utilization: Stay informed on benefits technology platforms clients may utilize to streamline administration and enhance employee and client experiences. Additionally, take full advantage of the Microsoft Office Suite, including Excel, Publisher, and PowerPoint. Will also use SalesForce CRM software to update account details, renew policies, and audit information. 8. Quoting Management: Assist Account Managers with the quoting process by preparing presentations and documents, gathering census information, and guiding the client through the FormFire process. 9. Policy Implementation: Manage the implementation of new benefit policies by acting as the liaison between the carrier and the client; assist the client with installation paperwork, terminate any prior policies, and request a deductible credit report and certificate of coverage for the new policy. Qualifications: Bachelor's degree preferred. Self-starter who will take initiative in meeting client's needs. Exceptional communication (both oral and written) and interpersonal skills. Client-centric mindset. Detail-oriented with excellent organizational and project management abilities. Proficiency in Microsoft Office Suite. Ability to work independently and collaboratively within a team. Comfortable presenting in front of groups (once knowledge base is acquired).

**Join Our Thriving Insurance Team - Unleash Your Potential!** Are you ready to seize control of your future and establish a rewarding career in one of the most secure and profitable industries? We're on the lookout for motivated individuals to join our flourishing insurance team, where unparalleled training, support, and limitless earning potential await you. **NOW HIRING:** ✅ Licensed Life & Health Agents ✅ Aspiring Agents (We'll guide you every step of the way to obtain your license!) We are seeking our next generation of leaders-those looking to create a meaningful career or supplement their income with a fulfilling part-time opportunity. **Is This You?** ✔ Ready to work hard and commit to your long-term success? ✔ Eager to invest in yourself and your future? ✔ Self-driven and disciplined, even without oversight? ✔ Open to coaching and excited to learn? ✔ Interested in a resilient business model that thrives in any economy? If you answered YES to any of these, keep reading! **Why Choose Us?** 💼 **Flexible Work Environment** - Whether you prefer full-time or part-time, design your own schedule and work from anywhere. 💰 **Unlimited Earning Potential** - Part-time agents can earn $40,000 - $60,000/month | Full-time agents can reach $70,000 - $150,000+++ per month. 📈 **No Cold Calling** - You'll connect only with individuals actively seeking assistance. ❌ **No Sales Pressure** - Forget about quotas or high-pressure tactics. 🧑 🏫 **Top-notch Training & Mentorship** - Learn directly from industry leaders. 🎯 **Daily Pay** - Enjoy consistent income from the insurance carriers you partner with. 🎁 **Attractive Bonuses & Incentives** - Start earning commissions at 80% (with most carriers) plus a competitive salary. 🏆 **Ownership Opportunities** - Want to take it further? Build your own agency (if that's your goal). 🏥 **Health Insurance Options** - Available for qualified agents. **Transform Your Future - Join Our Dynamic Insurance Team Today!** Are you ready to embark on a path of professional achievement and financial success in a stable industry? Don't miss your chance to be part of a team that values your growth and offers unmatched support every step of the way.

Ready to make a difference? Our clients are looking for viable alternatives to their current benefit programs and as a result of current economic conditions, the demand for our products and services has never been higher! Our Benefit Specialists can make a real difference in people's lives. You'll work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services. Our trusted advisors planning and guidance can impact, and protect, families for generations. We pride ourselves on being a diverse and unified company who share our values of commitment and dedication with our clients. Career Benefits: Fast Track Career Advancement Based on Your Hard Work (less than 1 year). State-Of-The-Art Training Platforms (we'll train you). Extensive Product Portfolio - Multiple Product Lines. Industry Leading Compensation and Rewards Programs. $86k - $144k First Year (DOE\DOP). Monthly and Quarterly Bonuses (up to 16 bonuses per year). Performance and Growth Sharing Bonuses in the company you're helping to build. Long Term Wealth Building. Annual Award Trips and Meetings. Coaching and Mentorship from Servant Leadership. Relaxed Flexible Work Environment. Next Level Training and Support: Our success depends on your success, that's why we have a super-responsive team of experts making sure every Benefits Specialist has everything they need to be at the top of their game. Real support means real leadership backing you up. You'll be armed with the tools and know how to best serve clients and take your career to the next level. In the classroom, online and in the field, our most accomplished sales professionals will teach you their most successful formulas and execution strategies that directly lead to success. Career Essentials: Accountable and Coachable Team Player. A Passion for. Helping Other People Everyday. Computer and Internet Savvy. Excellent Verbal and Written Communication Skills. Commitment to Excellence. High Personal Integrity and Character. Good Work Ethic. Self-Motivation. Local candidates only. Nowhere else in America will you find a better opportunity to enjoy personal satisfaction and professional achievement... because nowhere else in America will you find a company that is more committed to your success. You will work directly with Americas self-employed, small business owners and individuals to help them access a product suite of affordable benefits and business services. As demands for our products continue to increase, you will advise clients on a portfolio of solutions that best fits their individual needs and budget... in one seamless package. We provide service that is fast, fair, and caring. Because the only thing better than delivering a superior product, is seeing the difference it makes in the lives of our customers.

Business Development Sales Executive We are looking for a motivated and experienced Business Development Sales Executive to join our dynamic team. This role offers an exciting opportunity for a driven professional who is passionate about sales and building lasting client relationships. If you thrive in a competitive and collaborative environment and are eager to contribute to a winning team, we want to hear from you. Key Responsibilities: * Identify and pursue new business opportunities within the middle and large market segment * Build and maintain strong relationships with clients and prospects to foster long-term loyalty * Service existing accounts to ensure client satisfaction and retention * Achieve and exceed new business production goals and sales targets * Develop and implement strategic sales plans to expand market presence * Collaborate with internal teams to deliver tailored solutions to clients * Maintain detailed records of sales activities and client interactions using our CRM system Skills and Qualifications: * Proven experience in middle market sales or business development * Strong relationship-building and interpersonal skills * Excellent communication and negotiation abilities * Goal-oriented with a track record of meeting or exceeding sales targets * Self-motivated, hungry to succeed, and eager to contribute to team success * Ability to work independently and as part of a collaborative team * Knowledge of industry trends and market dynamics Join our team and be part of a company that values growth, innovation, and a winning attitude. We offer a supportive environment where your sales skills can thrive and your career can advance. Requirements Bachelor's degree: preferred Successful sales and management record in insurance Must be willing to use technology and have good computer skills Appropriate agents license are required Willingness for continued education and professional development is essential Willing and able to travel as necessary for industry meetings, trainings or conventions

Horace Mann is a purpose-driven company that is passionate about educators.The Worksite Benefits Consultant will lead and consult with agents to help them develop strong, successful agencies, increase revenue, and contribute to long-term, profitable company growth. This role will be focused specifically on new business development within or niche' market of educators, state agencies, and first responders. This position reports to the Worksite Sr Benefit Executive. Job Responsibilities: Articulate the HM story and value proposition Teach and strengthen understanding of the HM repeatable sales process Communicate expectations and monitor progress Facilitate and deliver workshops and seminars in school buildings Able to define and leverage use of virtual tools to ensure continued access and sales success Objectively assess agent success against company standards/expectations, identify gaps and work closely with agents and/or other field leadership or resources to address the gaps; develop corrective action plans if needed Connect agent to appropriate HM individual or team to address local opportunities or challenges End agent engagements for underperforming agents Coordinate with recruiting function on agent pipeline Participate in managing and leveraging state and/or state or local association relationships Actively engaged in recruiting and onboarding new agents Convince agents to invest ahead of growth; painting the picture for growth Influence key decision makers Coordinate follow-up and delivery of leads generated Open new school buildings in partnership with local agents Hire/train new agents in sales and how to obtain new clients Thorough knowledge and understanding of repeatable sales processes, business planning, and installation of new agents Travel 50-70% Education & Experience: Life & Health License Required Business degree or equivalent experience 3+ years in successful field or agency experience Salary is $90,000 with annual merit reviews; bonus target incentive of $35,000 annually subject to annual review #VIZI# #APP #LI-LT1 Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, weve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, were publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets. Were motivated by the fact that educators take care of our childrens future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status For applicants that are California residents, please review our California Consumer Privacy Notice All applicants should review our Horace Mann Privacy Policy

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding an Account Specialist to their Corporate Synergies team in the Philly Metro Region. Essential to developing a strong foundation in employee benefits brokerage/consulting, the Account Specialist is an entry-level position, responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting with activities related to marketing, sales, and service of multiple client accounts (Book of Business). Key Responsibilities: Maintain up-to-date client files/internal systems in accordance with CSG's standard protocols Support the various pre-renewal/renewal/post-renewal and wellness activities Coordinate data gathering for reporting efforts (analytical, compliance, etc.) Complete training/professional development to gain understanding of the industry and CSG Essential Duties: As part of the client life-cycle (on-boarding, ongoing support and renewal), assist/support the Account Management and Underwriting Team for all lines of coverage by: Gathering all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information) Supporting the team with the preparation, analysis and delivery of materials that makeup the deliverable (i.e. exhibits, reports and presentations) Completing/fulfilling assigned implementation tasks associated with client related projects Coordinating activities and successfully completing regulatory tasks (i.e. 5500's, ACA and other notices/disclosures) throughout the year Prepare standard and ad-hoc reports (as needed) Tracking receipt of deliverables and update the Annual Action Plan to ensure both the accuracy and timeliness of materials Participating (whenever appropriate) in client meetings/presentations At various times throughout the year (i.e. Open Enrollment), prepare and review employee education and communication materials (i.e. Benefit Guides). Assist in the coordination Open Enrollment activities (includes conducting meetings) Maintain internal systems (i.e. BenefitPoint and Oracle) and client files in accordance with CSG's data standards and filing requirements Perform necessary steps (including timely follow-up) to help resolve client service or claim issues/inquiries and/or administrative concerns Interact with carriers and vendors on behalf of the client and the team Qualifications: Strong attention to detail, well organized and responsive Strong desire and willingness to learn all aspects of: CSG suite of services and available solutions Insurance and healthcare related products Regulatory and compliance related matters (including healthcare reform) Proficient in Microsoft Excel, PowerPoint and Word Ability to quickly learn new skills Comfortable working independently as well as in a team environment Ability to establish relationships Strong oral and written communication skills Ability to multi-task and demonstrate composure/resilience under pressure - Comfortable switching between clients and tasks to meet deadlines Basic understanding of insurance and healthcare Education & Experience: Bachelor's Degree preferred State Specific Resident Life & Health License is required within six months from date of hire This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees. Pay Transparency Range $50,000 - $65,000 USD Disclaimer: While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary. Equal Employment Opportunity (EEO): FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law. Benefits: FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Job Description We are a successful, independent, and forward-thinking insurance agency seeking an experienced Employee Benefits Administrative Specialist to support and manage our growing employee benefits division. This role is ideal for a licensed professional who thrives in a fast-paced, technology-driven environment and values high-touch client service. The Employee Benefits Administrative Specialist plays a key role in managing renewals, supporting client relationships, and ensuring accurate and efficient administration of employee benefit programs. You will work closely with producers, carriers, and clients while leveraging automated benefit portals and modern agency systems. Benefits Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Life Insurance Disability Insurance Retirement Plan Responsibilities Manage annual employee benefit renewals from start to finish. Prepare and coordinate benefit proposals, comparisons, and presentations. Serve as a primary point of contact for client service and benefit administration support. Maintain and manage automated benefits portals and enrollment platforms. Coordinate carrier communications, plan changes, and documentation. Ensure compliance, accuracy, and timely processing of benefit-related information. Support onboarding, open enrollment, and ongoing client needs. Requirements Active insurance license (Life & Health required) Employee benefits administration experience. Strong working knowledge of group health and ancillary benefit products. Experience with benefits technology platforms and automated enrollment systems. Exceptional organizational, communication, and client service skills. Ability to manage multiple deadlines with accuracy and professionalism.

The Cason Group serves insurance professionals by delivering creative sales and service solutions that exceed expectations through Group Benefits, Individual Medical, and Financial Services. Job Title: Benefits Counselor Division: Group Benefits Location: Columbia, SC; Raleigh, NC; Atlanta, GA; Nashville, TN Type: Full-Time; Significant Travel (average 3-6 overnights/month and daily onsite trips 2-5 days/month; increasing significantly in the 4 th Quarter of the year) Hiring Range: $44,000-$47,000 base salary plus bonus incentives (Total Compensation Range: $50,000-$57,000) Commitment: Two-Year Commitment to The Cason Group Our Benefits Education Team provides enrollment services to employer groups. As a Benefits Counselor, you will consult with group employees to educate and explain relevant insurance coverage and benefit options. What Our Benefits Counselors Do: Consult and Collaborate: work with clients in-person, via phone, and virtually to answer questions, explain plan options, and enroll in selected products Coordinate and Communicate: communicate regularly with manager to coordinate schedule and manage enrollments while working with Group Administrators and Advisors to plan on-site meetings Drive Results: meet and exceed defined metrics of success as set by Supervisor, Benefits Counselors and Director, Benefits Education Engage as Team Player: serve in sales call center as needed; provide on-the-job training for new employees Stay Current in Industry: Attend Carrier Seminars and Trainings What We Are Looking For: Bachelor s Degree or equivalent experience in a related field Valid state driver s license Insurance License (or the ability to obtain licensure within the first 60 Days) Excellent communication, interpersonal, and customer services skills as well as the ability to work well with others to secure their support and cooperation Proficiency in Microsoft Office Products including Excel, Outlook, Teams, and Word (and a desired knowledge of general database systems) Willingness to work a flexible schedule with occasional overtime and overnight travel to accommodate group employers schedules Why You Should Work With Us: Excellent Benefits: Health, Dental, Vision, Life, and Disability insurance options 401K Retirement Plan with company contribution Paid Time Off (vacation and holidays) Employee Assistance Program Charitable Matching and Paid Community Service Time

The Account Manager position maintains a professional relationship with our clients through exceptional customer service. Account Managers are assigned a book of business comprised of fully insured and level funded clients. This role is responsible for obtaining clients' trust by meeting their needs and expectations. They are also responsible for supporting our sales Agent(s) in producing new business and renewing existing business. Account Managers serve as an advocate to our clients and their employees through positive relationships with the various carriers and continuous education. Supervisory Responsibilities: None Essential Tasks: Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances Handles or refers all service requests by our clients Initiates and handles marketing of accounts beginning 120 days before the renewal date. Gathers the necessary information regarding new/existing accounts and submits this information to the various and appropriate carriers to obtain proposals; investigates carrier products, analyzes and reviews clients' data with appropriate carriers to recommend appropriate plans and proposals to offer the client. Reviews the proposals received for accuracy, works hand in hand with Producers to generate proposal presentations through spreadsheets and proposal exhibits Calculates premium and payroll deductions, audit billing statements for accuracy on behalf of clients Generates open enrollment material, i.e. enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, PowerPoint presentations for client presentations Conducts open enrollment presentations in front of an audience Processes necessary paperwork for submission to the carrier Directs a smooth transition from one carrier to another Updates all accounts to maintain files on the agency management system when the client changes carriers or a renewal is completed Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities. Maintains knowledge of new developments or changes with the various carriers and new Federal/State laws that may affect how our clients must administer their benefit programs and communicate this information to clients and team members Ensures client accounts are compliant including educating and advising clients as well as executing on compliance requirements and deadlines Develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients' needs and facilitate the processing of business Maintains agency files accurately and consistently, processes incoming mail requests accurately and swiftly Attends and completes any training sessions or assignments as required Performs other related tasks as needed Core Competencies: 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 management experience in the insurance field required, including a strong understanding of current employee benefits, regulations, and industry standards Experience with Affordable Care Act (ACA) and Employment Retirement Income Security Act (ERISA) preferred Experience with fully-insured financial arrangements and alternate-funding methods preferred 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 prescription incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. Company paid holidays, plus PTO Employee Wellness Program 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. *Applications will be accepted until the position is filled

The Higginbotham University-Account Management Trainer is responsible for delivering ongoing training for all levels of Account Management, from entry-level account support roles to advanced Strategic Account Management. This role combines expert-level knowledge of employee benefits account management with strong facilitation and coordination skills to ensure consistent, high-quality learning experiences across the firm. The facilitator will conduct training both in person and virtually, collaborate with Subject Matter Experts (SMEs), and help maintain alignment with Higg U's standardized curriculum and best practices. Essential Tasks: Lead engaging, interactive training sessions for all levels of Account Management (AM101, AM201, AM301) Deliver training both in-person and via virtual platforms, ensuring participants remain actively engaged Apply real-world account management scenarios to reinforce learning Adapt delivery style and pace to suit different skill levels and learning styles Partner with Subject Matter Experts to coordinate their participation in training sessions Ensure Subject Matter Experts are prepared, equipped, and aligned with Higg U's curriculum and delivery standards Maintain training schedules, materials, and session records in coordination with the Higg U team Provide feedback on course effectiveness and recommend updates to improve training outcomes Stay current on industry trends, compliance changes, and best practices in employee benefits account management Collaborate with the Training Manager to identify training needs and create targeted learning experiences Consistently deliver engaging, high-value training sessions that enhance Account Management skills and confidence at every career stage Coordinate seamlessly with Subject Matter Experts, ensuring all content is relevant, accurate, and aligned with firm standards Serve as a trusted resource and go-to trainer for Account Management learning needs across the organization Core Competencies: 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: Extensive experience in Employee Benefits Account Management (minimum 7+ years preferred) Proven ability to train, mentor, or coach professionals at varying career stages, from entry-level to strategic leadership roles Strong understanding of small, mid-market, and large group benefits, funding arrangements, ancillary products, and compliance requirements Exceptional communication and facilitation skills, both in-person and virtually Ability to coordinate multiple stakeholders, manage schedules, and maintain training quality Licensing and Credentials: Active Life & Health Insurance License (required) Systems: Proficient with Microsoft Excel, Word, PowerPoint, and Outlook Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable Proficiency with virtual meeting platforms (Zoom, Teams) and LMS tools 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 prescription incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. Company paid holidays, plus PTO Employee Wellness Program 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 our team members or send unsolicited potential placements. *Applications will be accepted until the position is filled