Account Manager

Role Summary

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.

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!

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.