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Employee Benefits Account Manager
HUB InternationalAccount Manager at HUB International managing client accounts in employee benefits. Providing quality customer service and mentoring junior employees while maintaining a book of business worth over $200K.
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 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
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 detailmentoringsupportingtraining
Certifications
Life & Health insurance license