Higginbotham · 1 day ago
EB General Agency Services Specialist (Fort Worth, Austin, Houston, TX)
Fort Worth, Texas, United States
Full-time
Onsite
Entry, Mid Level
2+ years expHigginbotham is a company that specializes in providing comprehensive insurance services. They are seeking a General Agency Services Specialist who will be responsible for delivering high-quality support throughout the group benefits client lifecycle, including quoting, onboarding, and renewal processes.
Insurance
Responsibilities
Prepare and deliver group benefit quotes, including medical and ancillary lines of coverage
Analyze plan designs and rate proposals to support producer strategy and client needs
Collaborate with producers and account teams to ensure quote requests are clear, accurate, and timely
Maintain effective communication with external quoting partners or platforms as needed
Manage all aspects of group onboarding, ensuring seamless setup for new and renewing clients
Track progress and proactively communicate with clients, producers, and internal teams
Act as a liaison between the client and carrier/vendor during the onboarding process to resolve delays or documentation gaps
Facilitate internal handoffs and confirm group activation milestones
Coordinate renewal activities, including quote requests, plan reviews, and implementation of selected changes
Process mid-year updates such as eligibility changes, plan design modifications, or contribution updates
Ensure timely execution and documentation of all renewal and amendment processes
Maintain renewal calendars and internal workflow systems to support visibility and accountability
Serve as the first point of contact for service inquiries related to billing, claims, enrollment, and compliance
Work collaboratively with internal teams and external partners to resolve service issues
Act as a liaison to ensure clear and timely communication between the client and carrier/vendor
Maintain accurate client records and case documentation to support seamless service delivery
Support internal enablement by training new hires and producers on GA systems, tools, and procedures
Assist in the development and maintenance of process documentation, workflows, and service guides
Serve as a subject matter expert for internal teams on GA best practices
Participate in process improvement initiatives
Qualification
Required
2+ years of experience in employee benefits, group insurance, or a related support role
Knowledge of the group benefits lifecycle, including quoting, enrollment, implementation, and renewal processes
Excellent interpersonal skills and the ability to serve as a liaison between multiple stakeholders
Strong organizational and time-management skills with attention to detail
Exceptional written and verbal communication skills
Ability to adapt to changing priorities and support a cross-functional service model
Active Life & Health License required
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
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
Preferred
Experience within a General Agency, brokerage firm, or carrier support team
Familiarity with quoting platforms, enrollment systems, and workflow tools
Understanding of funding arrangements and group benefit plan design strategies
Bilingual (English/Spanish) is a plus
Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Benefits
Medical, dental, vision, prescription drug coverage
401K
Equity prescription incentive plan
Multiple supplemental benefits for physical, emotional, and financial wellbeing
Company paid holidays
PTO
Employee Wellness Program
Company
Higginbotham
Higginbotham is a provider of insurance brokerage services to businesses and individuals.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Rusty Reid
Chairman, President & CEO
Andrew Reutter
Chief Financial Officer & Chief Operating Officer
Recent News
2025-12-16
2025-12-10
Company data provided by crunchbase