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Account Manager
Location
United States
Posted
4 days ago
Salary
0
Seniority
Lead
Job Description
Account Manager
Hilb Group
Role Description 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. - 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 - High school or GED required. - Must be licensed. - Independent and self-motivated thinker with the 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!
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