Benefits consultant jobs in Lawton, OK

Employment Type: Direct Hire Work Arrangement: Hybrid - 2 days onsite (Wednesday & Thursday; subject to change) Salary: $70,000 - $95,000 annually + bonus About the Role Wheeler Staffing Partners is seeking a polished and hands-on Benefits Manager to join a growing, people-focused organization based in Dallas, TX. This role is perfect for a professional who thrives in a dynamic environment, enjoys providing exceptional employee service, and brings both analytical and strategic skills to benefits administration. The Benefits Manager will oversee company benefit programs-including health, dental, vision, and 401(k)-and manage the Rewards and Recognition program. This is an individual contributor role with significant impact, supporting approximately 1,000 employees across corporate and field locations. Key Responsibilities Administer and manage all employee benefit programs including medical, dental, vision, life insurance, and 401(k). Oversee the company's Rewards and Recognition program, managing logins, points, and reporting. Manage the Benefits Inbox, responding promptly and professionally to employee inquiries. Provide white-glove service to physician and leadership groups-delivering polished, proactive support. Partner with third-party vendors to ensure a smooth open enrollment process and ongoing benefit administration. Collaborate with the benefits broker on plan design, renewals, and compliance matters (ACA, COBRA, ERISA). Maintain and analyze benefits data and prepare regular reports using advanced Excel (pivot tables, formulas, VLOOKUPs). Work with HR leadership to identify process improvements and implement efficiency-driven solutions. Support compliance and audit initiatives by maintaining accurate documentation and reporting. Partner cross-functionally with HR, Finance, and Operations to support a growing organization. Qualifications Bachelor's degree in Business Administration, Human Resources, or related field preferred. 5+ years of experience in HR, with a strong focus on benefits administration or benefits management. Advanced Excel skills required (pivot tables, formulas, and reporting). HRIS experience required; Paycom experience preferred but not mandatory. Strong reporting and data analysis skills. Proven ability to provide outstanding customer service and communicate with professionalism and polish. Exceptional interpersonal skills with an element of executive presence. Strong problem-solving ability, flexibility, and a collaborative, team-oriented mindset. Prior experience in a clinical or healthcare environment preferred. Ideal Traits Strategic thinker with a hands-on, collaborative approach. Eager to learn, grow, and contribute to a fast-growing company. Professional, approachable, and adaptable to changing business needs. Why Work With Wheeler Staffing Partners At Wheeler Staffing Partners, we connect driven professionals with opportunities that make an impact. Our commitment to integrity, transparency, and long-term partnership ensures every placement is the right fit-for both our clients and our candidates.

Insight Global is seeking a detail-oriented, dependable Payroll and Benefits Manager to join a corporate team in San Antonio, TX. This position has management oversight and responsibility for payroll and benefits functions, including processes, policies, system administration, communication, and compliance. The role manages a team of payroll and benefits specialists within the Finance and Administration Department. Responsibilities: Direct and supervise payroll specialists to ensure accurate payroll processing Oversee all aspects of payroll, including time and attendance imports, deductions, garnishments, and tax reporting Maintain compliance with federal and state payroll regulations and company policies Audit payroll processes for accuracy and compliance Research and resolve payroll discrepancies (e.g., PTO accruals, overpayments) Prepare payroll and general ledger reconciliation reports, including quarterly and annual reconciliations Serve as backup for payroll processing when needed Oversee benefits administration, including invoice processing, compliance, and vendor coordination Manage benefit plans to ensure compliance with plan documents and regulations Prepare and execute benefit documentation and coordinate data transfers to vendors Liaise with brokers, advisors, and vendors for health and welfare plans Communicate benefit programs and changes to employees Negotiate contracts with benefit providers and monitor utilization for cost control Manage annual benefits open enrollment and 401k administration, including audits and compliance filings Complete audits and surveys required by law and government agencies Prepare and distribute communications on payroll and benefits policies Conduct performance reviews, coaching, and career development for team members Recommend process improvements for efficiency Perform other duties as assigned Must Haves: Bachelor's degree in Accounting, Finance, Human Resources, or related field from an accredited four year university or college 7+ years of experience managing/processing payroll, benefits administration & 401K Contributions Experience with Microsoft Suite, Payroll Systems and HRIS Software 2+ years of experience within a leadership role Familiarity with the Davis Bacon Act (DBA) Plusses: ADP Software Experience Highly driven by policies & procedures AEC Background

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Benefits Advisor (Mid-Level), specializing in Health & Wellness, you will play a vital role in supporting the well-being of our employees and their families. You will be responsible for managing key benefits programs, ensuring compliance, and promoting a culture of health and wellness across USAA. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Program and vendor management for the vision and dental plans. Subject matter expert for the wellness and fitness reimbursement programs. Oversee family building program. Responsible for onsite events such as the 5k across all campuses as well as the onsite biometric screenings. Coordinate efforts to ensure HIPAA processes and controls meet standard to include monitoring the HIPAA training audience to verify the appropriate parties receive periodic training as well as work with compliance, privacy and learning teams to ensure HIPAA training curriculum is reviewed annually. Applies proficient knowledge to provide guidance in the design, development, implementation, assessment and administration of benefit plans, programs, and services. Supports the daily management of programs, regulatory compliance, contract compliance and contracted suppliers. Researches and analyzes organizational trends, market data, and industry practices to identify root causes and address benefit issues to resolve efficient solutions. Assists with raised issues on benefit programs. Ensures vendors and benefit programs are integration and alignment with the Total Rewards philosophy. Assesses supplier performance and contracts meet appropriate service levels to employees and plan participants. Collaborates with the stakeholders to evaluate and modify objectives for employee benefit programs. Evaluates the efficiency and impact of changes for benefits programs and initiatives. Ensures legal compliance of regulations applying to assigned benefit programs and assesses the legal and regulatory environment that may impact current and/or future employee benefit offerings. Researches and analyzes changes and improvements to programs to maintain compliance with federal regulations. Assists with benefit projects and initiatives and serves on cross functional teams. Coordinates with key team members on the development and implementation of systems and processes which support benefit projects and initiatives. Implements the communication strategy around benefit plans, programs, and services to include open enrollment changes, pricing, plan details, and the various communication resources. Researches and analyzes measures to ensure costs are minimized and efficiencies are realized and analyzes financial impacts to programs to minimize financial exposure. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 4 years of experience in employee and retiree benefit plans, programs and services, to include health & welfare (self & fully insured programs), retirement benefits, experience in benefits supplier management, plan design, requirements development, program implementation, strategic communications, regulatory compliance, day-to-day administration and operations. Experience leading and/or running projects/programs. Working knowledge of data analysis tools and techniques. Understanding of outsourced benefits administration and how to provide oversight of outsourced functions and programs. Experience with documenting processes and identifying required controls; to include recommending and implementing solutions and responding effectively to sensitive inquires and complaints. Working knowledge of defined benefit and defined contribution plans, deferred compensation and Health and Welfare plans. Proficient knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint. Knowledge of federal laws, rules, and regulations to include: ERISA, COBRA, HIPAA, ACA, FMLA. Compensation range: The salary range for this position is: $77,120.00 - $147,390.00. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Title: Sr. Workday Benefits Analyst Type: Direct Hire We're seeking an experienced Senior Workday Benefits Analyst to support an upcoming Workday HCM implementation for a global organization. This role will focus on the configuration, optimization, and integration of Workday Benefits and Workday Compensation modules. The ideal candidate has extensive hands-on experience in Workday Benefits configuration and project delivery, with strong knowledge of Compensation processes and post-go-live support. This is a hands-on, functional role that partners closely with HR, Total Rewards, Payroll, and Technology teams to ensure seamless delivery of Workday functionality - emphasizing benefits strategy, compliance, and employee experience. Key Responsibilities Serve as the Workday Benefits Subject Matter Expert (SME), leading configuration, testing, implementation, and maintenance of Benefits functionality. Manage benefits eligibility rules, plans, rates, enrollment events, and vendor integrations. Lead and support system updates, enhancements, and release management specific to Benefits. Collaborate with HR, Payroll, and Total Rewards teams to ensure accurate administration of benefit deductions, enrollments, and data integrity. Support Workday Compensation processes, including merit, bonus, and stock plans. Participate in cross-functional projects involving Compensation and Benefits to ensure data consistency and aligned employee experiences. Troubleshoot system issues, test new functionality, and recommend process and configuration improvements. Develop and maintain documentation, dashboards, and reports to support compliance, auditing, and analytics. Stay current with Workday releases, benefits compliance regulations, and industry best practices. Required Skills & Experience Extensive hands-on Workday Benefits experience, including configuration, BPs, requirements gathering, testing, and reporting. Strong Workday Compensation experience, including merit, bonus, and stock plan setup. Proven experience managing Open Enrollment setup, testing, and execution. Strong understanding of integration touchpoints between Benefits, Compensation, Payroll, and Core HCM. Experience troubleshooting EIBs, data loads, and benefit interface errors. Analytical skills to identify and resolve data inconsistencies or process inefficiencies. Proficiency in Excel or similar tools for data reconciliation and validation. Experience with Workday release management, regression testing, and change control. 3+ full lifecycle Workday Benefits implementations. Experience supporting migrations from legacy systems to Workday. Deep knowledge of benefits compliance (ACA, HIPAA, COBRA, FMLA, 401(k), etc.). Experience managing vendor files and third-party integrations. Strong understanding of Workday reporting tools (Advanced Reports, Calculated Fields, Dashboards). Excellent communication, problem-solving, and stakeholder management skills. Self-starter who thrives in a fast-paced, evolving environment. Qualifications Bachelor's degree or equivalent experience. 8-10 years of hands-on Workday HCM experience, with a focus on Benefits and Compensation. 7+ years of experience in Workday consulting or SME roles on medium to large-scale HRIS projects.

Find out if this opportunity is a good fit by reading all of the information that follows below. We are seeking a dynamic and detail-oriented Consultant for QuickBooks to join our team! This role is perfect for someone passionate about financial management and eager to help small and medium-sized businesses optimize their accounting processes. As a QuickBooks Consultant, you will provide expert guidance on implementing, customizing, and troubleshooting QuickBooks accounting software, empowering clients to streamline their financial operations with confidence. Your energetic approach will inspire clients to embrace efficient financial practices and achieve their business goals. *Responsibilities* * Assist clients in setting up and configuring QuickBooks accounting software tailored to their specific needs * Provide comprehensive training sessions to help users navigate features confidently and effectively * Troubleshoot technical issues, resolve errors, and optimize software performance for clients * Offer ongoing support through virtual or on-site consultations, ensuring smooth software adoption * Collaborate with clients to improve financial workflows, including invoicing, payroll, expense tracking, and reporting * Stay updated on the latest QuickBooks features, updates, and best practices to deliver current solutions * Document client interactions, solutions provided, and follow-up actions to ensure continuous support * Establish 401K capabilities *Requirements* * Proven experience working with financial software, especially QuickBooks (Desktop or Online versions) * Strong understanding of accounting principles and financial management processes * Excellent communication skills to explain technical concepts clearly and motivate clients toward effective use of the software * Ability to analyze client needs quickly and develop customized solutions * Detail-oriented with strong problem-solving skills to troubleshoot issues efficiently * Certification in QuickBooks or related financial software is a plus but not mandatory * A proactive attitude with enthusiasm for helping others succeed in managing their finances Join us as a QuickBooks Consultant and become a vital partner in transforming how businesses handle their finances! xevrcyc Your expertise will empower clients to operate more efficiently while you grow your skills in a vibrant, supportive environment. Job Type: Contract Pay: $40.00 - $70.00 per hour Expected hours: 20 per week Application Question(s): * Knowledge and experience to implement a 401K Program Work Location: In person

Do you enjoy fostering lasting relationships with people? Do you thrive on helping others surmount barriers to help them achieve their goals/dreams to live their best life? Do you have experience representing a luxury brand? If so, this could be a perfect opportunity for you! We are seeking a highly successful sales professional with experience in the cosmetic dermatology, medspa, or plastic surgery industry. This position is perfect for a highly emotionally intelligent individual who truly enjoys building lasting relationships with people and educating/helping others to make their goals a reality. Join our growing team at our 10,000 sq ft waterfront aesthetics center in Towne Lake, Cypress and our second location in Post Oak/Galleria, Houston. You must have a proven track record of building client and patient relationships. Candidate must be mature, gregarious, energetic, and highly motivated. We are seeking a sales professional with outstanding interpersonal skills and extensive experience in *consultative* sales. Solid base compensation with benefits plus robust incentive structure with achievable 6-figure income potential with no caps. Duties Include: Engaging with patients/clients to foster the practice-patient relationship Educating prospective patients on procedure(s) of interest Lead management, scheduling consultation appointments, and surgery Facilitating the financial transactions of cosmetic surgery procedures (discussing costs and financial payment options) Optimizing the customer service experience of all our patients Assisting with marketing and outreach programs Desired Skills and Experience: Must have a proven track record in consultative medical or luxury sales. (Minimum 2 years experience) Be a self-starter, articulate, a quick learner, and confident Be a team player (work well with others and individually) Have excellent customer service skills and a caring personality Have a strong ability and willingness to learn medical procedures, terminology, electronic medical records and practice management software Have excellent computer skills and be proficient in Microsoft software including Word, Excel, and Outlook. Bachelor's or associates degree strongly preferred

ESSENTIAL DUTIES & RESPONSIBILITIES: Collaborate with the Service Team to ensure the following processes are completed Oversee and Manage the Process: Ensure you have a clear understanding of the new business and renewal accounts assigned to you. Keep track of all accounts and their respective timelines to ensure timely processing. Primary Contact with Service Team: Act as the main point of contact for the Service Team during the insurance placement process to ensure smooth communication and coordination. Review Submissions to the Insurance Market: Thoroughly review submissions to ensure accuracy and completeness. Familiarize yourself with account details to negotiate effectively. Facilitate Insurance Placement Strategy Calls: Schedule and conduct strategy calls with the Service Team and/or Advisor to align on goals and strategies for each account Submit submissions to market Prepare and submit all necessary documentation to the insurance market. Follow up with markets in a timely manner to ensure progress Negotiate Coverage, Terms, and Pricing: Engage with the insurance market to negotiate the best coverage, terms, and pricing for your clients. Explore creative solutions to meet client needs effectively Review Exposures, Forms, Terms, and Conditions: Carefully review all quoted exposures, forms, terms, and conditions as they are received to ensure they meet client needs. Provide Quote Comparisons and Proposals: Prepare and present quote comparisons to the Service Team and/or Advisor to support decision-making. Generate a professional final proposal with the best recommendation(s) for the client Create schematics for shared/layered programs Bind Orders: Finalize and complete bind orders once terms are agreed upon. Review binder and invoices for accuracy. Management Systems Understand Agency Management System and document the placement process Ongoing Communication: Maintain ongoing communication with the Service Team throughout the insurance placement process to address any issues or changes promptly. Teamwork Act as a collaborative member of the Agency to ensure superior service to all MMA clients. Responsibilities include, but are not limited to: Attend Insurance Placement Team meetings as appropriate Collaborate with producers/account managers and other placement colleagues on market strategy for accounts Communicate the status of the Insurance Placement process and daily correspondence between the company, account executive, client, and producer Build and maintain strong working relationships within the insurance market Participate in carrier meetings to stay informed about current market conditions and appetites Treat clients, prospects, and company employees with courtesy and respect. Contribute to development and education of colleagues Support other offices/regions as needed Technical Expertise Demonstrate the technical expertise required to maintain the Client Insurance Program and lead the insurance placement process, including, but not limited to: Analyze insurance quotes and recommend terms and conditions Communicate and negotiate with insurance markets through strategy Ability to pivot when faced with challenges Maintain and develop knowledge of policy forms and endorsements Design insurance program for client based on defined needs Identify and address any coverage gaps with account service teams and insurance markets Become a subject matter expert and resource in areas of interest or technical capability REQUIREMENTS: Must be licensed as a Texas P&C Agent or able to obtain Texas P&C license Minimum of 4-6 years of experience in middle market Business Insurance Demonstrate ability to multi-task, prioritize work effectively with little to no direction. Proficient at Sagitta, ImageRight, Word, Excel, and current internet technologies. Demonstrate proactive work style Ability to learn, analyze and comprehend various lines of insurance and communications Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, and exercising diplomacy, sensitivity and tactfulness 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, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************

Job Title: Barcode Label Migration Consultant Project Duration: [3+ months] ________________________________________ We are transitioning from an older version of TEKLYNX LABELVIEW to the latest LABELVIEW 2025. The project involves converting and modifying over 40 package labels to align with updated standards and templates. ________________________________________ Key Responsibilities: • Analyze existing label designs and data sources. • Convert legacy LABELVIEW files to LABELVIEW 2025 format. • Modify label layouts to incorporate new features (e.g., GS1 Digital Link, updated barcodes). • Ensure compliance with global barcode standards. • Collaborate with internal teams for testing and validation. • Provide documentation and training for future label updates. ________________________________________ Required Skills & Experience: • Proven experience with TEKLYNX LABELVIEW (preferably 2025). • Strong understanding of barcode standards (GS1, QR, DataMatrix, etc.). • Experience with OData or cloud-based data integration. • Familiarity with packaging and labeling workflows in manufacturing or logistics. • Ability to work independently and manage timelines. ________________________________________ Preferred Qualifications: • TEKLYNX certification or partnership experience. • Experience in regulated industries (e.g., pharma, food, automotive). • Knowledge of ERP or WMS systems integration.

It's about supporting people. Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the FIA Employee Benefits Account Manager could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As an Employee Benefits Account Manager with Frost Insurance Agency, you are our insurance experience champion. In this role, you will be responsible for acting as main point of contact for employee benefits customers. You will use your collaborative mindset, analytical skills, and desire for constant improvement to ensure policy renewal processes are managed for all assigned accounts. What you'll do: Lead the gathering of all census requirements for renewal process and quote preparation for assigned accounts Review and analyze client/policy information in order to prepare Requests for Proposals Present findings and recommendations to clients, Producers, and prospective Review client certificates of coverage and other policy materials for accuracy; escalate any issues to insurance carrier Research and resolve participant related matters Communicate customer plan administration documentation requirements and assist customers in complying with applicable government regulations, such as ACA and HIPAA Maintain current knowledge of healthcare related changes and of Federal and State regulations as they apply to employee benefits in order to counsel clients of their employer level compliance responsibilities Oversee internal invoicing processes Conduct client consultations and enrollment meetings either on-site or at their place of business Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: 3+ years of experience in the insurance, healthcare, or human resources field, or a Bachelor's degree with 1+ year of related business experience Texas General Lines Agent License: Life, Accident, Health and HMO or attainment within 90 days of employment Ability to manage accounts with a revenue up to $500,000 and average annualized commissions per customer up to $10,000 Organizational skills and the ability to multitask Excellent written and verbal communication skills Proficient in Microsoft applications Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Join Our Winning Team: Drive Results, Earn Big, and Build Your Future About Us: At the Gaither-Everett Agencies, were proud to be part of one of the fastest-growing organizations in the Financial Services Industry, specializing in the Worksite/Benefits marketplace. With over 3,000 businesses already served, were expanding fast and looking for competitive, motivated professionals to help us continue that momentum. What Youll Do: As an Employee Benefits Agent, youll use our proven lead system to connect with local business owners. Your role is to deliver tailored employee benefits solutions that help companies attract and keep top talent. Each day brings new conversations, new challenges, and new wins. This is a MondayFriday role with no nights, weekends, or holidays. Whats In It for You: First-year average earnings of $50,000$85,000, with top performers reaching six figures and beyond. Weekly commissions, performance bonuses plus residual income for long-term growth. A clear path to leadership, with management roles earning $100,000+. Ongoing professional coaching and team support. Who Thrives Here: Were not looking for just another job seeker. We want people who: Compete to win and push themselves to the next level. Work well on a team but take ownership of personal results. Set goals and dont stop until theyre achieved. Learn fast, stay coachable, and stay hungry. Value a long-term career with big rewards. Why Join Us: Competitive compensation and incentives Weekly bonus opportunities Flexible schedule Career advancement and leadership development Location: Dallas, TX If youve got a background in sales, athletics, or any results-driven fieldand youre ready to channel that drive into a career with unlimited potentialwe want to hear from you. Apply today and start building a future that rewards your effort and ambition. Compensation details: 50000-85000 Yearly Salary PI8ae4b61b31f9-31181-36251554

It's about supporting people. Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you like working in a fast-paced environment and have a goal-oriented mindset? Are you ready to provide next level support to help deliver top-quality experience and service? If so, the FIA Employee Benefits Account Manager could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As an Employee Benefits Account Manager with Frost Insurance Agency, you are our insurance experience champion. In this role, you will be responsible for acting as main point of contact for employee benefits customers. You will use your collaborative mindset, analytical skills, and desire for constant improvement to ensure policy renewal processes are managed for all assigned accounts. What you'll do: * Lead the gathering of all census requirements for renewal process and quote preparation for assigned accounts * Review and analyze client/policy information in order to prepare Requests for Proposals * Present findings and recommendations to clients, Producers, and prospective * Review client certificates of coverage and other policy materials for accuracy; escalate any issues to insurance carrier * Research and resolve participant related matters * Communicate customer plan administration documentation requirements and assist customers in complying with applicable government regulations, such as ACA and HIPAA * Maintain current knowledge of healthcare related changes and of Federal and State regulations as they apply to employee benefits in order to counsel clients of their employer level compliance responsibilities * Oversee internal invoicing processes * Conduct client consultations and enrollment meetings either on-site or at their place of business * Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: * 3+ years of experience in the insurance, healthcare, or human resources field, or a Bachelor's degree with 1+ year of related business experience * Texas General Lines Agent License: Life, Accident, Health and HMO or attainment within 90 days of employment * Ability to manage accounts with a revenue up to $500,000 and average annualized commissions per customer up to $10,000 * Organizational skills and the ability to multitask * Excellent written and verbal communication skills * Proficient in Microsoft applications Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: * Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous holiday and paid time off schedule * Tuition reimbursement * Extensive health and wellness programs, including our Employee Assistance Program * Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Account Manager to join our growing team in Houston, TX! The Account Manager supports the Account Executive in their efforts to sell Brown & Brown's expertise, capabilities and Employee Benefit insurance programs to middle market sized businesses and provide service after the sale. Helps to identify each client's potential risks and exposures and assists in designing the proper insurance coverage programs which are required. Responsible for all aspects of the marketing, servicing and maintaining the client's insurance program, the Account Manager is the primary contact between our client and the insurance companies providing coverage. How You Will Contribute: Monitor expiration lists and ensures timely client contact according to established procedures. Maintain consistent and direct communication with each client. Assist clients with coverage questions, billing issues, carrier concerns, and exposure identification. Resolve or oversee the resolution of all client issues and concerns. Coordinate and attend employee meetings to clearly communicate benefits during new business and renewals. Keep all tasks, issues, and follow-ups up to date and properly tracked. Review and respond to Exposure Checklists, integrating feedback into client files. Support Account Executive/Producer in gathering information for new and renewal business. Prepare and deliver accurate new business and renewal submissions and presentations on time. Ensure proper documentation, system updates, carrier compliance, and client sign-offs are in place. Licenses and Certifications: Texas Life and Health insurance license , professional insurance designation is a plus Skills & Experience to Be Successful: Outstanding organizational skills with strong detail orientation Strong time management discipline and the ability to handle multiple projects simultaneously Excellent written and verbal communication skills Superior presentation, negotiation and customer service skills Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

The Benefits Manager is responsible for developing and managing all benefit programs such as medical, dental, vision, life insurance, short- and long-term disability, 403(b) plans, etc. This position will be responsible for reviewing, recommending and ensuring existing programs are in compliance with legal requirements and company objectives. Responsibilities Essential Duties and Responsibilities of the Position Oversee the accuracy of all benefits enrollments in the HRIS to provide vendors with accurate eligibility information. Manage day-to-day benefits administration, including billing, enrollment and changes. Leads the annual open enrollment process. Oversee benefit inquiries on plan provisions, benefit enrollments, status changes and other general inquiries. Maintains the leave-of-absence process through chosen vendor: medical, personal, disability, and FMLA also through chosen vendor. Establish and maintain relationships with external vendors and providers and ensure procedures are followed to minimize costs. Serves as primary contact for employees and vendors related to benefits. Conducts audits and ensures payment invoices for benefit providers. Manages 403(b) plan and responds to inquiries relating to enrollments, plan changes and contribution amounts. Conducts the annual benefit renewal process by evaluating and analyzing data presented by the benefits broker. Prepares reports and presentations as requested by the CHRO for senior management. Monitor trends, best practices and external competitiveness and makes recommendations to enhance the effectiveness of benefit programs and analyze benefit plans to determine cost/benefit. Act as an expert consultant to management in support of benefits plan designs. Completes benefits reporting requirements and ensures compliance with applicable government legislation. Other duties as assigned. Additional Ministerial Responsibilities: Establish and maintain relationships with external vendors and providers and ensure procedures are followed to minimize costs. Serves as primary contact for employees, Business Managers, Priests and vendors related to benefits. Ensures all Catholic protocols are met as it pertains to benefits, prescriptions, leave of absence, etc. Qualifications Position Requirements Knowledge, Skills and Abilities: Excellent written and verbal communication skills. Thorough understanding of local, state, and federal laws involving employment, HR, and benefits administration (FMLA, HIPAA, ACA, etc.) Proven ability to work effectively in a team environment. Strong problem-solving, and time-management skills. Excellent organizational and time management skills with an ability to meet deadlines. Extensive knowledge of benefits plan designs and contract language. Ability to maintain confidentiality. Ability to analyze data and make strategic recommendations. Excellent computer skills and the ability to navigate various types of software. Microsoft Office: Outlook, Excel, Word, PP, Visio, etc. Accounting background preferred Highly knowledgeable with all aspects of employee benefit programs (health, dental vision, life and disability insurance). Strong attention to detail Education and Experience: Bachelor's degree in Human Resources, Business Administration, or related field. SHRM-CP, SHRM-SCP, PHR or SPHR certification or equivalent required CEBS certification, or CPA a strong plus. Minimum seven years of experience in managing and administering benefits programs required. (open enrollment, leave administration, compliance). Minimum seven year of experience with HRIS software. Minimum three years accounting experience. Special Requirements: Practicing Catholic in good standing required Bilingual candidates are encouraged to apply, proficiency in English, Spanish and Vietnamese are preferred. Physical Requirements Specific to the Job: N/A This is not intended to be an exhaustive list of the duties and responsibilities of the position. The duties and responsibilities of the position may be changed at the sole discretion of the Diocese of Dallas Pastoral Center. The Diocese of Dallas - Pastoral Center reserves the right to modify this without notice to the employee. This job description is not a contract and does not alter the employee's at-will employment status. Pay Range USD $115,000.00 - USD $120,000.00 /Yr.

Full-time Description About Roberts Resorts & Communities: This company operates nationally and is growing by the day. At Roberts Resorts & Communities, we're on a mission to building community and fulfilling dreams. Through our core values of resourcefulness, integrity, passion, and epic customer service, we're dedicated to making a difference in the lives of 30,000 families. If you're passionate about creating meaningful impact, thrive in a culture of integrity, and are committed to delivering exceptional service, we invite you to join us in turning visions into reality and shaping a brighter future together. Position Summary: As our new Payroll & Benefits Manager, you will be a key player in our HR team. You'll ensure that our payroll function is rock solid, our compensation programs are competitive and fair, and our benefits offerings support the well-being and engagement of our team (currently ~300 employees and growing). You'll be the key point of contact for day-to-day payroll and benefits needs, partnering closely with HR, Accounting, Operations, and resort leadership to keep processes seamless and employees supported. Performance Objectives: Payroll Duties: Prepare and process bi-weekly payroll for all employees, including garnishments, manual checks, and bonuses for 300+ employees. Manage payroll system updates for holidays, PTO, new hires, terminations, employee changes, new departments, and GL mapping. Audit and reconcile payroll entries, ensuring compliance with federal, state, and local regulations. Administer timekeeping systems and address payroll discrepancies. Collaborate with accounting to post payroll entries, labor allocations, and reconciliations. Oversee payroll tax filings and garnishment compliance, coordinating with third-party processors. Respond to unemployment claims and audit preparation (e.g., WC, 401(k)). Compensation Duties: Design and manage base pay structures, incentive programs, and salary ranges. Conduct market analyses to benchmark salaries and recommend adjustments. Evaluate job descriptions and classifications for compliance and pay equity. Prepare and maintain documentation for executive compensation and federal tax filings. Support compensation budgets, equity analyses, and reporting to ensure legal compliance. Provide guidance to managers on compensation decisions and policies. Benefits Administration: Assist in educating employees about available benefits and options. Process voluntary deductions for benefits, such as health insurance or retirement plans. Coordinate 401(k) or pension contributions and conduct related audits. Administer paid time off (PTO), holidays, and leave of absence (e.g., FMLA, Maternity Leave, WC Leave). Compliance and Reporting: Stay updated on federal, state, and local payroll and labor regulations. Conduct audits for pay equity and ensure compliance with FLSA, EEO, and other standards. Maintain OSHA logs Generate reports on payroll expenses, compensation trends, and labor analytics. Recruitment Support: Assist with recruitment efforts, including job posting and background checks as necessary. Requirements Key Competencies: Payroll Processing Expertise - Proficient in end-to-end payroll processing and payroll software (e.g., Paylocity, ADP). Compensation Analysis - Skilled in analyzing and implementing compensation structures. Compliance Knowledge - Strong understanding of federal, state, and local payroll laws (e.g., FLSA, tax regulations). Data Management - Ability to manage and maintain HRIS and payroll systems. Benefits Administration - Experience in integrating payroll with benefits, deductions, and 401(k) plans. Data Accuracy - High attention to detail to ensure precise payroll calculations. Financial Reporting - Competence in generating reports, reconciling payroll accounts, and analyzing compensation trends. Policy Documentation - Skilled in developing and updating payroll and compensation policies. Process Improvement - Experience in streamlining payroll and compensation processes. Confidentiality - Maintains high standards of confidentiality and data protection. Education & Experience: Bachelor's degree in accounting 5-7 years of experience in human resources or a related field. Proven experience in payroll processing and compensation analysis. Proficiency in payroll systems (e.g., Paylocity) and accounting software (e.g., Rent Manager). Strong knowledge of labor laws, tax compliance, and compensation structures. Excellent organizational, analytical, and communication skills. Experience in developing and implementing pay structures and salary programs. Benefits and Perks: Competitive salary (based on experience) + bonus potential. Medical, dental, and vision coverage. Voluntary life, accidental, STD/LTD, and critical illness options. Generous PTO + paid holidays. 401(k) plan with company match. The chance to be part of a dynamic, growing culture where your voice matters - plus complimentary stays at our resorts. Inclusive, values-driven workplace where diversity is not just spoken, but lived. Commitment to Diversity: Roberts Resorts & Communities stands firm in our commitment to Equal Employment Opportunity. We believe in a workplace free from discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected characteristic. Diversity is our strength. We foster an inclusive environment where authenticity is valued, and everyone feels a sense of belonging. We empower individuals to reach their full potential and contribute their best. Join us in creating a workplace where diversity is celebrated, voices are heard, and excellence thrives. If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to *********************.

PURPOSE OF JOB This position will be responsible for the administration and management of our employee benefits programs, ensuring that benefits are competitive, compliant, and meet the needs of our diverse workforce. The Benefits Manager will work closely with the HR team and other departments to implement and maintain employee benefit plans and initiatives, as well as provide excellent support to employees regarding benefit-related matters. MAIN RESPONSIBILITIES AND DUTIES BENEFITS * Oversee the design, implementation, and administration of employee benefits programs, including health, dental, vision, life insurance, disability, retirement, wellness, and other benefits offerings. * Collaborate with external vendors, brokers, and insurance providers to ensure the company's benefits offerings remain competitive, cost-effective, and compliant with regulatory requirements. * Ensure accurate and timely enrollment, changes, and terminations of benefits for all employees. * Ensure that all benefits programs comply with federal, state, and local regulations, including ERISA, HIPAA, ACA, FMLA, COBRA, and other applicable laws. * Monitor and update benefits plans to ensure compliance with new legislation and regulatory changes. * Serve as the point of contact for employees regarding benefits inquiries, providing guidance and assistance on benefit options, claims issues, and enrollment procedures. * Develop and implement employee communication strategies to ensure understanding and engagement with available benefits programs. * Maintain accurate records of employee benefits data, ensuring that all information is up-to-date and compliant with company policies and legal requirements. * Prepare regular reports on benefits usage, costs, trends, and performance metrics for leadership review. * Perform regular audits of benefits data to ensure accuracy and resolve discrepancies. * Continuously assess the effectiveness and competitiveness of JTC USA's benefits offerings, proposing new initiatives or adjustments as needed to enhance employee satisfaction and retention. * Work with senior leadership to align benefits offerings with company goals, culture, and employee needs. * Manage relationships with third-party vendors, including benefits brokers and providers, to ensure effective service delivery and cost management. * Assist in the management of the annual benefits budget, working to optimize spending without compromising on employee satisfaction. GENERAL * Actively contribute and be a key member of a HR team building effective working relationships to ensure procedures are accurately followed, allowing for continuity of service during busy periods or times of absence. * Uphold the professional standards expected of an HR practitioner and act as a role model of excellence with all clients, internally and externally. * Maintain the highest standard of confidentiality and security in terms of employee data and business information. Treat all HR data in line with GDPR and maintain an ongoing awareness of GDPR legislation. * Maintain accuracy when handling either employee or company specific data and ensure that the integrity of process is maintained. Follow four eye check protocol and fully complete check lists as required, including providing assistance to other HR colleagues who need support with four eye checks. * Contribute to the wider HR team, supporting ad hoc projects, exchanging knowledge and supporting standards of good practice. * Develop self and maintain knowledge in relevant field at all times. * Consistently demonstrate JTC core values and expected behaviors. * Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML legislation. * Adhere to JTC core values and expected behaviors. * Adhere to CPD requirements in accordance with qualification level. * Any other duties as deemed necessary by Management. ESSENTIAL REQUIRMENTS * Bachelor's degree in Human Resources, Business Administration, or related field (required). * A minimum of 5 years of experience in employee benefits management, preferably in a corporate or global environment. * Strong experience with the creation and implementation of benefits packages. * Extensive knowledge of employee benefits programs, regulations, and industry best practices. * Experience with benefits administration software and systems (e.g., HRIS, benefits portals, etc.). * Strong communication skills, with the ability to explain complex benefits information to a wide range of employees. * Detail-oriented with strong organizational skills and the ability to manage multiple tasks and priorities. * Analytical skills, including experience with benefits data analysis and reporting. * Ability to work independently and as part of a collaborative team. * Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and benefits management systems. * High level of integrity and confidentiality in handling sensitive employee information. * Strong problem-solving skills and a proactive approach to challenges. * Ability to work in a fast-paced, constantly evolving environment.

Job DescriptionEverlywell is a digital health company pioneering the next generation of biomarker intelligence-combining AI-powered technology with human insight to deliver personalized, actionable health answers. We transform complex biomarker data into life-changing insights-seamlessly integrating advanced diagnostics, virtual care, and patient engagement to reshape how and where health happens. Over the past decade, Everlywell has delivered close to 1 billion personalized health insights, transforming care for 60 million people and powering hundreds of enterprise partners. In 2024 alone, an estimated 1 in 86 U.S. households received an Everlywell test, solidifying our spot as the #1 at-home testing brand in the country. And we're just getting started. Fueled by AI and built for scale, we're breaking down barriers, closing care gaps, and unlocking a more connected healthcare experience that is smarter, faster, and more personalized. PAYROLL & BENEFITS MANAGERThe Payroll and Benefits Manager oversees payroll and benefits administration across Everly's entities and localities in the United States. This role ensures that all payrolls are processed accurately and on time, maintains compliance with applicable laws and regulations, and manages employee benefits programs to support Everly's mission of empowering better health (group health, dental, vision, short-term and long-term disability, life insurance, accident plan, health savings plan, flexible spending plan, retirement plans, etc.).. The Manager partners closely with HR and Finance to design efficient processes, support employees, and enhance the overall total rewards experience.Payroll Leadership Own and manage end-to-end payroll processing across multiple entities and jurisdictions, ensuring accuracy, compliance, and timeliness. Develop, document, and continuously improve payroll policies, procedures, and internal controls. Serve as the primary point of contact with payroll vendors and tax authorities; manage relationships, contracts, and service delivery. Oversee & manages tax setup, multi-state registration, and compliance with evolving federal, state, and local wage laws. Partner with Finance on payroll accounting, reconciliations, and reporting to ensure accurate financial results. Lead quarterly and annual payroll-related audits, including 401(k), workers' compensation, and year-end filings. Monitor and maintain employee records and pay data in the HRIS to ensure accuracy and confidentiality. Benefits Administration Manage the day-to-day administration of Everly's benefits programs, including health, dental, vision, disability, life insurance, HSA/FSA, and 401(k). Partner with brokers and carriers to manage renewals, open enrollment, and plan implementations. Ensure compliance with all benefits-related regulations (ACA, COBRA, ERISA, HIPAA, etc.). Conduct quarterly and annual reconciliations of benefits billing, payroll deductions, and vendor invoices. Support employees with benefits questions and issues, ensuring a high level of service and clarity in communication. Cross-Functional Partnership & Support Collaborate with HR and Finance leaders on compensation, rewards, and workforce planning initiatives. Act as a subject matter expert on complex pay or benefits matters, providing guidance to leaders and employees. Facilitate the onboarding of new hires & contractors into our HRIS & corresponding systems as appropriate (401k vendor; Compliance Training vendor, etc.). Partner with Legal and Compliance teams to ensure all payroll and benefits programs meet federal and state regulatory standards. Leads or contributes to special projects supporting HR Operations and organizational growth. Analyzes payroll and benefits data to identify trends, enhance compliance, and inform total rewards strategy. Who You Are 6-8 years of experience in payroll administration. Deep understanding of multi-state payroll, tax regulations, and payroll systems. Knowledge of all pertinent federal and state regulations, filing and compliance requirements, both adopted and pending, affecting employee benefits programs, including the ACA, ERISA, COBRA, FMLA, ADA, Section 125, workers' compensation, Medicare, OBRA, and Social Security and DOL requirements. Experience administering employee benefits programs and managing vendor relationships. Familiarity with HRIS and financial systems Strong analytical skills and attention to detail, with the ability to identify process improvements. Excellent communication, organization, and collaboration skills. Ability to handle sensitive information with discretion and maintain confidentiality. Comfortable working both independently and collaboratively in a fast-paced environment. Certified Payroll Professional (CPP) or HR certification preferred.

Everlywell is a digital health company pioneering the next generation of biomarker intelligence-combining AI-powered technology with human insight to deliver personalized, actionable health answers. We transform complex biomarker data into life-changing insights-seamlessly integrating advanced diagnostics, virtual care, and patient engagement to reshape how and where health happens. Over the past decade, Everlywell has delivered close to 1 billion personalized health insights, transforming care for 60 million people and powering hundreds of enterprise partners. In 2024 alone, an estimated 1 in 86 U.S. households received an Everlywell test, solidifying our spot as the #1 at-home testing brand in the country. And we're just getting started. Fueled by AI and built for scale, we're breaking down barriers, closing care gaps, and unlocking a more connected healthcare experience that is smarter, faster, and more personalized. PAYROLL & BENEFITS MANAGERThe Payroll and Benefits Manager oversees payroll and benefits administration across Everly's entities and localities in the United States. This role ensures that all payrolls are processed accurately and on time, maintains compliance with applicable laws and regulations, and manages employee benefits programs to support Everly's mission of empowering better health (group health, dental, vision, short-term and long-term disability, life insurance, accident plan, health savings plan, flexible spending plan, retirement plans, etc.).. The Manager partners closely with HR and Finance to design efficient processes, support employees, and enhance the overall total rewards experience.Payroll Leadership Own and manage end-to-end payroll processing across multiple entities and jurisdictions, ensuring accuracy, compliance, and timeliness. Develop, document, and continuously improve payroll policies, procedures, and internal controls. Serve as the primary point of contact with payroll vendors and tax authorities; manage relationships, contracts, and service delivery. Oversee & manages tax setup, multi-state registration, and compliance with evolving federal, state, and local wage laws. Partner with Finance on payroll accounting, reconciliations, and reporting to ensure accurate financial results. Lead quarterly and annual payroll-related audits, including 401(k), workers' compensation, and year-end filings. Monitor and maintain employee records and pay data in the HRIS to ensure accuracy and confidentiality. Benefits Administration Manage the day-to-day administration of Everly's benefits programs, including health, dental, vision, disability, life insurance, HSA/FSA, and 401(k). Partner with brokers and carriers to manage renewals, open enrollment, and plan implementations. Ensure compliance with all benefits-related regulations (ACA, COBRA, ERISA, HIPAA, etc.). Conduct quarterly and annual reconciliations of benefits billing, payroll deductions, and vendor invoices. Support employees with benefits questions and issues, ensuring a high level of service and clarity in communication. Cross-Functional Partnership & Support Collaborate with HR and Finance leaders on compensation, rewards, and workforce planning initiatives. Act as a subject matter expert on complex pay or benefits matters, providing guidance to leaders and employees. Facilitate the onboarding of new hires & contractors into our HRIS & corresponding systems as appropriate (401k vendor; Compliance Training vendor, etc.). Partner with Legal and Compliance teams to ensure all payroll and benefits programs meet federal and state regulatory standards. Leads or contributes to special projects supporting HR Operations and organizational growth. Analyzes payroll and benefits data to identify trends, enhance compliance, and inform total rewards strategy. Who You Are 6-8 years of experience in payroll administration. Deep understanding of multi-state payroll, tax regulations, and payroll systems. Knowledge of all pertinent federal and state regulations, filing and compliance requirements, both adopted and pending, affecting employee benefits programs, including the ACA, ERISA, COBRA, FMLA, ADA, Section 125, workers' compensation, Medicare, OBRA, and Social Security and DOL requirements. Experience administering employee benefits programs and managing vendor relationships. Familiarity with HRIS and financial systems Strong analytical skills and attention to detail, with the ability to identify process improvements. Excellent communication, organization, and collaboration skills. Ability to handle sensitive information with discretion and maintain confidentiality. Comfortable working both independently and collaboratively in a fast-paced environment. Certified Payroll Professional (CPP) or HR certification preferred.

Job Purpose The Benefits Manager is responsible for managing the firm's benefits offerings for all personnel, both domestic and international. The role will administrate all benefit plans and wellness programs including but not limited to medical, dental, life, disability, supplemental plans, FSA, COBRA, and 401(k). This position works closely with vendors, brokers, and consultants to ensure a high degree of benefit satisfaction while ensuring the firm maintains a competitive position within the legal industry. Job Description Meet with others on the HR team on a regular basis to evaluate workflow and progress Strategize on and set up structure for annual open enrollment process Analyze and monitor internal processes for efficiency Foster and maintain ongoing relationships with existing health plan vendors and prospective vendors Manage all employee self-service benefit portal maintenance Responsible for the management and administration of all personnel benefit plans and wellness programs including but not limited to medical, dental, life, disability, supplemental plans, FSA, HSA, COBRA, and 401(k) in U.S. and internationaloffices.Work closely with benefit vendors, brokers, and consultants to ensure a high degree of customer satisfaction and superior administration Define strategies for each benefit program, evaluate usage and effectiveness and align the program structure to overall business objectives, including maintaining a competitive position within the legal industry Develop and implement proactive communication strategies to maximize the value of benefits to the employees and the organization Manage periodic audits of benefit plans and processes in order to ensure accurate and effective administration and identify opportunities for efficiencies including consistent review of regulatory compliance, including but not limited to ERISA, ACA, HIPAA, FMLA, COBRA and similar federal, state and local regulations Research and keep up to date on industry trends while utilizing vendor admin systems to create reports and analyze utilization rates Monitor administrative costs and pricing of benefit programs and recommend

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 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.