Employee Benefits Associate Account Manager

HUB International Customer Service Professional

HUB International is a leading global insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, investment, and risk management products and services. We are seeking dynamic and highly motivated Customer Service Professionals to join our team. Throughout our network of more than 600 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We are the perfect fit if you: are seeking a progressive work environment at a rapidly growing organization have a desire to help others protect their future have an entrepreneurial spirit and are challenged by the opportunity to grow the business are focused on learning and development to enhance your industry knowledge and expertise are a self-starter willing to invest time and energy to learn the technical aspects of our business believe in integrity and building success by developing relationships with others

HUB's Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative solutions. This role requires an individual who is professional and who displays the drive, determination, and self-motivation to maintain a client base. The individual will provide professional, courteous account management and broker services to assigned clients, having the primary responsibility for account retention. The Senior Account Manager will work alongside a Producer to service and maintain existing accounts while uncovering opportunities for increasing business.

Summary

The Associate Account Manager will provide professional, courteous service to our customers, producers, and company personnel. With a positive attitude, the Associate Account manager will provide a high level of support in obtaining, maintaining, expanding, and servicing our employee benefits accounts. The Associate AM will work with producers to maintain synergy among HUB corporate goals, carrier requirements, and the needs of our customers.

Job Duties

Respond promptly and professionally to the service needs of our insureds. Provide clerical and technical support to Producers to benefit clients and to reach agency's strategic business goals. Assist producer in adding coverages to existing accounts. Produce quote requests, spreadsheets and other related items while verifying their accuracy. Maintain controls on renewals to ensure timely preparation and processing. Prepare summaries of insurance and proposals as needed for account review. Remarket renewals, contact clients, create renewal proposals, and handle other renewal activities in coordination with the producer. Refers current and prospective clients to other departments for solicitation of those lines of business. Adhere to all Agency systems, procedures, and state regulations. Communicate effectively orally and in writing. Broad knowledge of insurance products and usages and ability to work independently. Ability to utilize computer programs and understand functionality. Oversee functions performed by Assistant CSSs. Maintain required client filing.

Qualifications

High School diploma or equivalent; AA and/or college degree preferred 1–2 years of experience in employee benefits, healthcare, insurance, or with a carrier preferred. Life & Health Insurance License preferred; or willing to obtain within 90 days of employment. Excellent written and oral communication skills with the ability to interact effectively with clients, prospects, and colleagues Ability to interpret and understand insurance policy forms and coverage details Ability to thrive in a collaborative, team-oriented environment while also working effectively with a high degree of autonomy Ability to take direction and follow instructions effectively, while demonstrating initiative and attention to detail Ability to work in a face paced, rapidly changing environment with flexibility, adaptability, efficiency and organization Strong MS Office skills, e.g., MS Word, MS Excel and PowerPoint Ability and willingness to utilize company's computer system and software Above average mathematical skills. Hybrid work schedule; must be onsite at the designated office location a minimum of three days per week