HUB International

Account Manager

HUB International

full-time

Posted on:

Location Type: Hybrid

Location: Kalamazoo • Missouri • United States

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About the role

  • Manage an assigned book of business.
  • Retain clients through providing professional, courteous service to clients, business partners, and HUB colleagues.
  • Provide quality customer service to existing accounts.
  • Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
  • Manage 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.

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 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
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
benefit experiencetyping skillspolicy forms understandingcoverage descriptions understanding
Soft Skills
customer servicecommunicationorganizational skillsattention to detailmentoringtrainingprofessional development
Certifications
Life & Health insurance license