Account Manager Employee Benefits

Hub International • Kalamazoo, MI

294d

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
• 3-5 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 required.
• Good typing skills with an ability to compose clear and concise letters required
• Ability to understand policy forms and coverage descriptions required
• Organizational skills required
• 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 account team and/or Team Leader.
• Maintain accurate client information in account management systems as assigned.
• Assist 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: High school or GED