Account Manager Employee Benefits Specialist

4 days ago


Kalamazoo, Michigan, United States HUB International Full time
About the Role

We are seeking a highly skilled Employee Benefits Account Manager to join our team at HUB International. As an Employee Benefits Account Manager, you will be responsible for managing an assigned book of business, providing quality customer service to existing accounts, and overseeing the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.

Key Responsibilities
  • Provide professional, courteous service to clients, business partners, and HUB colleagues.
  • 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 account team and/or Team Leader.
  • Maintain accurate client information in account management systems as assigned.
  • Assist account team in providing quality customer service to existing middle market accounts.
  • Act in capacity of client manager on assigned middle market accounts.
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.
  • 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.

HUB International is an equal opportunity and affirmative action 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.



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