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Account Manager
HUB InternationalEmployee Benefits Account Manager managing a book of business while ensuring client retention through service excellence. Join HUB International, a global insurance and employee benefits broker.
About the role
Key responsibilities & impact- Manage an assigned book of business
- Retain clients through professional, courteous service
- Oversee preparation and implementation of transactions and internal processing for assigned accounts
- Manage a book of business generally in excess of $200K in revenue
- Mentor, support and train Associate Account Managers and Team Assistants
- Implement Client Service Plans as directed by account team and/or Team Leader
- Maintain accurate client information in account management systems
- 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
Requirements
What you’ll need- 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
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant 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 detailmentoringtraining
Certifications
Life & Health insurance license