Higg U Facilitator-Employee Benefits Account Management
The Higg U Facilitator Employee Benefits Account Management 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 include :
- 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 include :
Ability to Analyze and Solve ProblemsAttention to DetailCommunication SkillsTimely Task CompletionTeam CollaborationClient FocusDependabilityCreative ThinkingOrganizational SkillsAdaptabilityExperience and education requirements include :
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 rolesStrong understanding of small, mid-market, and large group benefits, funding arrangements, ancillary products, and compliance requirementsExceptional communication and facilitation skills, both in-person and virtuallyAbility to coordinate multiple stakeholders, manage schedules, and maintain training qualityLicensing and credentials required :
Active Life & Health Insurance LicenseSystems required :
Proficient with Microsoft Excel, Word, PowerPoint, and OutlookApplied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptableProficiency with virtual meeting platforms (Zoom, Teams) and LMS toolsPhysical requirements include :
Ability to lift 25 poundsRepeated use of sight to read documents and computer screensRepeated use of hearing and speech to communicate on telephone and in personRepetitive hand movements, such as keyboarding, writing, 10-keyWalking, bending, sitting, reaching and stretching in all directionsNotice 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.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.