Note: The job is a remote job and is open to candidates in USA. Hilb Group is a service-driven organization that values high performance and career development. They are currently seeking a motivated Account Manager to join their remote team, responsible for managing client appointments and providing exceptional customer service.
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
Skills
- Highschool or GED required
- Must be licensed
- Independent and self-motivated thinker and ability to thrive in a fast-paced environment
- Strong written & verbal skills
- Strong attention to detail and ability to prioritize
- Proficiency with Microsoft Office and AMS360 & Image Right
- Knowledge of Vertafore products a plus
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!
Company Overview