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Employee Benefits Account Manager
HUB InternationalEmployee Benefits Account Manager managing an assigned book of business and retaining clients at HUB International. Providing quality service to clients and supporting account teams in business management.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client management and customer service, with a strong focus on maintaining accurate client information and implementing client service plans. Proficient in communication and organizational skills, essential for managing a book of business and mentoring team members.
Highest-signal resume keywords
Life & Health Insurance LicenseClient ManagementCustomer ServiceOrganizational SkillsBenefit Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementPolicy Forms UnderstandingTyping SkillsClear CommunicationClient Service Plans Implementation
Soft Skills
MentoringAttention to DetailTelephone Techniques
Tools & Technologies
MS WordMS ExcelMS OutlookCompany Computer System
Certifications & Qualifications
Life & Health Insurance License
Industry Keywords
Middle Market AccountsSmall Business AccountsBenefit Experience
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