Managing all aspects of the account-service process
Works closely with Producers and other HUB personnel on client service and marketing
Acquires understanding of clients’ business and insurance objectives
Establishes and maintains strong business relationships with clients and insurance carriers
Serves as client point of contact for day-to-day inquiries and issue resolution
Maintains accurate account files and documentation
Attends industry related continuing education training and courses
Lead implementation of new and renewal plans or programs
Partners with producer(s) to develop and implement clients’ benefits strategies
Provides training as a subject-matter-expert to other Client Services team members

High School Diploma / GED; College degree strongly preferred
3-5 years of benefit insurance account management experience (brokerage preferred) or equivalent combination of education & experience
Life & Health License
Strong knowledge of employee benefits products and services
Ability to effectively communicate with internal and external customers
Critical thinking ability to evaluate solutions and approaches to problems
Proficiency with Microsoft Office Suite, Outlook and agency management systems

Account Manager II, Employee Benefits

Key skills