Employee Benefits Account Manager

Employee Benefits Account Manager As an Employee Benefits Account Manager, you will manage an assigned book of business. Your focus will be retaining our clients through providing professional, courteous service to our clients, business partners, and HUB colleagues. Key Responsibilities 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. Cultural Expectations Determination – unsatisfied until we are the best. We go the extra mile for clients and colleagues. Ownership – Responsible to each other, our clients, and our goals. Teamwork – Together we attain greater success. Sincerity – Giving and receiving direct and caring communication. Qualifications 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 HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program. #J-18808-Ljbffr