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Account Manager

Role overview

Qualifications

  • Highschool or GED required
  • Must be licensed
  • Independent and self-motivated thinker
  • Knowledge of Vertafore products a plus

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

  • Scheduling
  • Customer Service
  • Communication
  • Microsoft Office
  • Prioritization
  • Detail Oriented

About the company

Hilb Group logo

Hilb Group

Insurance

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.

Company details

Company typeLarge
IndustryInsurance
Company size1001 - 5000

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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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