Account Manager Employee Benefits

Hub International InsuranceMerrillville, IN
13h

About The Position

As an Employee Benefits Account Manager, you will manage an assigned book of business . Your focus will be retaining our clients through providing professional, courteous service to our clients, business partners, and HUB colleagues.

Requirements

  • Life & Health insurance license
  • 2-5 years of prior benefit experience
  • Knowledge of Word, Excel, and MS Outlook
  • A high school diploma with some college preferred
  • Above average telephone techniques and the ability to effectively communicate with prospective and existing clients as well as, other staff members
  • Ability and willingness to utilize the company’s computer system and software .
  • Good typing skills with an ability to compose clear and concise letters
  • Ability to understand policy forms and coverage descriptions
  • Organizational skills
  • Willingness to attend educational classes desired
  • High attention to detail essential

Responsibilities

  • Provide quality customer service to existing accounts.
  • Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
  • Manages a book of business generally in excess of $200K in revenue depending on complexity or number of small business accounts.
  • Mentor, support and train Associate Account Managers and Team Assistants as necessary.
  • Implement Client Service Plans as directed by the account team and\or Team Leader.
  • Maintain accurate client information in account management systems as assigned.
  • Assist the account team in providing quality customer service to existing middle market accounts.
  • Act in capacity of client manager on assigned middle market accounts.
  • Pursue a program for personal and professional development.

Benefits

  • Medical, Dental, and Vision (PPO, HMO, and HSA)
  • Comprehensive Wellness Program
  • 401(k) Retirement Plan
  • Life and Disability Plans
  • Vacation, Holiday, Sick, and Personal Time Off
  • Pet Insurance
  • Bonus Program
  • Comprehensive Onboarding Program
  • Continuing Education / Personal Development Programs
  • Flexible Work Arrangements
  • Employee Engagement Events
  • Dress for Your Day Dress-Code
  • Service Awards
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