Account Management Senior Assistant

Posted 20 Days Ago
Be an Early Applicant
Cheboygan, MI, USA
In-Office
Entry level
Insurance
The Role
The Account Management Senior Assistant performs various functions like issuing certificates, crafting proposals, and ensuring customer satisfaction while working closely with managers and clients.
Summary Generated by Built In

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 Management Senior Assistant to join our team. This position will report to our agency located in Cheboygan, MI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position.
Responsibilities:

  • Perform a varied array of functions including, but not limited to, issuing certificates of insurance, crafting proposals, facilitating electronic policy delivery for our customers, as well as other related customer account documents.

  • Work closely with Account Manager and Marketing Manager.

  • Contribute to various team meetings

  • Participate in day-to-day communication with clients proactively

  • Contribute to a positive workplace environment

  • Ensure the highest level of customer service and satisfaction

Qualifications:

  • Highschool or GED required

  • Proficient data entry skills.

  • Must be organized and have good time management skills

  • Must be proficient in Word, Excel, Adobe, Outlook, and also can quickly learn new programs

  • Must be detail oriented with a strong attention to detail

  • Excellent verbal and written communication skills required

  • Must be able to work in a fast-paced environment and be a self-starter

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.

Skills Required

  • Highschool or GED
  • Proficient data entry skills
  • Proficient in Word, Excel, Adobe, and Outlook
  • Excellent verbal and written communication skills
  • Organized with good time management skills
  • Detail oriented with strong attention to detail
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The Company
HQ: Richmond, VA
319 Employees
Year Founded: 2009

What We Do

Partners Together - Endless Possibilities Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity and growth drive our actions to benefit every client. Managing Risk Your risk profile doesn’t matter – Hilb paints a very wide portrait. We have more than 30 industry specialties, which gives our clients and brokers a unique advantage. We form enduring partnerships to get the best results every time, and work with the top insurers to provide a huge range of high-quality choices, matched exactly to your needs. About Hilb Group Founded in 2009, Hilb Group is a Top 25 middle market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, and retirement services to business and individuals throughout the nation.

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