Account Manager

🕒 July 5

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Hilb Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2009

🤝 B2B

Insurance • B2B • Professional Services

Hilb Group is a leading insurance brokerage company that offers a comprehensive range of insurance products and services to various sectors including construction, healthcare, marine, real estate, and more. With a focus on both commercial and personal insurance solutions, Hilb Group specializes in employee benefits, HR consulting, and specialty programs tailored to different industries. The company prides itself on providing customized insurance solutions and maintaining strong local relationships while utilizing national resources. Hilb Group is known for its emphasis on innovative resources, values-driven culture, and creating long-lasting partnerships with agency partners. Serving all 50 states, Hilb Group aims to protect businesses and families with a wide array of insurance offerings.

📋 Description

• 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

🎯 Requirements

• 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!