Account Manager Team Leader at HFM delivering strategic support and management in financial markets. Leading a team to ensure client satisfaction and team performance across a dynamic environment.
About the role
- Employee Benefits Account Manager focusing on retaining clients through professional service and management of a significant book of business. Role involves mentoring and training while ensuring high-quality customer service.
Responsibilities
- Manage an assigned book of business.
- Retain clients through providing professional, courteous service to clients, business partners, and HUB colleagues.
- Provide quality customer service to existing accounts.
- Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
- Manage a book of business generally in excess of $200K in revenue depending on complexity or number of small business accounts.
- Mentor, support, and train Associate Account Managers and Team Assistants as necessary.
- Implement Client Service Plans as directed by the account team and/or Team Leader.
- Maintain accurate client information in account management systems as assigned.
- Assist the account team in providing quality customer service to existing middle market accounts.
- Act in capacity of client manager on assigned middle market accounts.
- Pursue a program for personal and professional development.
Requirements
- Life & Health insurance license
- 2-5 years of prior benefit experience
- Knowledge of Word, Excel, and MS Outlook
- A high school diploma with some college preferred
- Above average telephone techniques and the ability to effectively communicate with prospective and existing clients as well as, other staff members
- Ability and willingness to utilize the company’s computer system and software required.
- Good typing skills with an ability to compose clear and concise letters required
- Ability to understand policy forms and coverage descriptions required
- Organizational skills required
- Willingness to attend educational classes desired
- High attention to detail essential
Benefits
- Medical, Dental, and Vision (PPO, HMO, and HSA)
- Comprehensive Wellness Program
- 401(k) Retirement Plan
- Life and Disability Plans
- Vacation, Holiday, Sick, and Personal Time Off
- Pet Insurance
- Bonus Program
- Comprehensive Onboarding Program
- Continuing Education / Personal Development Programs
- Flexible Work Arrangements
- Employee Engagement Events
- Dress for Your Day
- Dress-Code
- Service Awards
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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