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Account Manager

Role overview

Qualifications

  • Highschool or GED required
  • Must be licensed
  • Independent and self-motivated thinker and ability to thrive in a fast-paced environment
  • Strong written and verbal skills

Responsibilities

  • Schedule, confirm and manage appointments for benefit counselors
  • Coordinate daily schedule to maximize efficiency and accommodate client needs
  • Answer incoming phone calls, emails and inquiries in a timely professional manner
  • Provide outstanding customer service by assisting clients with scheduling questions and general benefit enrollment information

Key facts

Other skills

  • Customer Service
  • Detail Oriented
  • Microsoft Office
  • Communication
  • Teamwork
  • Time Management
  • Problem Solving

About the company

Hilb Group | HR Consulting Practice logo

Hilb Group | HR Consulting Practice

Human Resources Services

From employee handbooks to recruiting for key roles to staying up-to-date on compliance requirements, human resources can be time-consuming and complex — but it doesn’t have to be. Hilb Group | HR Consulting can help. Big needs, small projects, and everything in between – with our HR Consulting Practice, you have direct access to HR experts without adding to payroll. With more than 2,000 employees and service to all 50 states, Hilb Group has the resources and offerings of a large organization, but the attentiveness, local relationships and customized solutions that a smaller firm can bring. Our clients get more that way – the Hilb difference.

Company details

IndustryHuman Resources Services
Company size11 - 50

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Job description

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Account Manager to join our team. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position.

Responsibilities:

  • Schedule, confirm and manage appointments for benefit counselors.

  • Coordinate daily schedule to maximize efficiency and accommodate client needs.

  • Answer incoming phone calls, emails and inquiries in a timely & professional manner.

  • Provide outstanding customer service by assisting clients with scheduling questions and general benefit enrollment information.

  • Work closely with benefit counselors to ensure accurate scheduling and communication to client.

  • Maintain accurate client records and appointment documentation.

  • Reschedule appointments as needed.

  • Follow up with clients regarding appointment reminders and employee notices.

  • Assist with administrative tasks including data entry and report preparation.

  • Maintain confidentiality of client information in accordance with company policies & applicable regulations.

  • Support the benefit team with special projects and other administrative duties as assigned.

Qualifications:

  • Highschool or GED required

  • Must be licensed

  • Independent and self-motivated thinker and ability to thrive in a fast-paced environment

  • Knowledge of Vertafore products a plus

  • Strong written & verbal skills.

  • Strong attention to detail and ability to prioritize.

  • Proficiency with Microsoft Office and AMS360 & Image Right

Benefits: 

  • Company Paid Life Insurance, Long-Term and Short-Term Disability.

  • Medical, Dental, Vision and FSA/HSA plans.

  • 401(k) with company match.

  • Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.

  • Generous PTO.

  • An awesome team of professionals!


The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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