Senior Tax Associate – Private Client Services
EisnerAmper
Client Service Manager
HUB International
full-time
Posted on:
Location Type: Hybrid
Location: Newport Beach • California • 🇺🇸 United States
Visit company websiteSalary
💰 $140,000 - $160,000 per year
Job Level
SeniorLead
About the role
- Oversee the Account Executives and manage a team of employee benefits service staff
- Develop training programs and assist with departmental policies
- Conduct team meetings to update members on best practices
- Ensure client deliverables meet expectations and branding standards
- Act as a resource for problem escalation and assist in new business opportunities
Requirements
- College degree required
- 8+ years of benefit insurance related experience (brokage preferred) or equivalent combination of education & experience
- 2+ years supervisory experience
- Life & Health License
- Ability to assertively direct and supervise staff
- Ability to effectively communicate orally and in writing
- Critical Thinking and Problem Solving skills
- Proficiency with Microsoft Office Suite, Outlook and agency management systems.
Benefits
- Competitive and flexible benefits options
- Opportunities for growth and development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
benefit insurance experiencesupervisory experiencetraining program developmentclient deliverables managementproblem escalationcritical thinkingproblem solving
Soft skills
communication skillsteam managementassertive directionorganizational skills
Certifications
Life & Health License
