Employee Benefits Account Manager

About this role

About   HUB  

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the   unexpected. As one of the world’s largest insurance brokers, our focus   is dedicated to providing   our   customers with the peace of mind that what matters most will be protected — through unrelenting   advocacy and tailored insurance solutions that put our clients in control. Our growing team of   professionals across North America   represents   a broad,   deep   and one-of-a kind aggregation of   entrepreneurs   and   leaders   recognized   for   their   excellence   throughout   the   insurance   community.  

Why   Choose   HUB?  

Throughout our network of more than 450 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  

Employee Benefits   Account   Manager:  

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 build a business. Specifically, your mission will be to service and   maintain   exiting   Employee Benefit accounts   while   uncovering opportunities   for increasing   business.  

Responsibilities  

• Manages   a n Employee Benefits   book   of   insurance   business,   while   acting   with   a   high   degree   of   independent discretion ,   autonomy, and decision-making  

• Provides professional, courteous service to our   EB   clients, carrier representatives, underwriters,   business partners, and HUB colleagues, resulting in a rate of account retention that meets   or   exceeds expectations  

• Provides   a   high   level   of   support   to   EB   Producers   in   obtaining,   maintaining ,   and   expanding   business   

• May also   be responsible for   account rounding and the development of new business as appropriate   and   in   accordance   with   standard   practices,   policies,   and   procedures  

• Oversees   the   preparation   and   implementation   of   all   transactions,   paperwork,   and   internal   processing   for assigned accounts  

• Acquires   understanding of clients’ insurance   objectives   and critically analyzes and compares   insurance plans to   determine   suitability.   Stays abreast of changes in the insurance industry   and other external conditions that may   impact   their clients.   Makes   appropriate   recommendations   to   clients   in   response   to   those   changes   independent   of   manager   approval  

• Acts as   liaison   between clients and insurance carriers to resolve escalated complex service   issues that require policy interpretation and experience-based judgment to resolve. May   also   negotiate   with   underwriters   and   carriers.   Troubleshoots   claims   and   billing   issues  

• Responsible   for   overall   retention   of   accounts   in   assigned   book   of   business  

• Develops   new   business   from   existing   accounts   and   assigned   leads   and   contributes   to   meeting departmental production goals.   Identifies   and follows-up on cross-selling   opportunities   when   appropriate  

• Manages,   organizes,   and   conducts   client   meetings   when   necessary  

• Appropriately   documents   conversations   with   clients   and   carrier   representatives   and   updates   all   HUB   computer   systems   and   automated   agency   management   systems when   necessary.   Ensures   the   accuracy   of   data   in   those   systems  

• Travels   on   company   business   as   required .   Prepares   reports   for   management   as   required .  

• Supports,   mentors,   and   trains   Account   Representatives,   as   necessary  

• Attends   industry   related   continuing   education   training   and   courses  

Qualifications  

• Life & Health   insurance   license  

• A   high   school   diploma   required ;   some   college   preferred  

• Above-average   telephone   techniques   and   the   ability   to   communicate   effectively   with   pro

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