Account Manager - Voluntary Benefits

HUB International•Omaha, NE

2d•Onsite

About The Position

HUB International is seeking a dynamic, results-oriented Account Manager to market voluntary products to prospects and current clients, and service existing accounts. This role involves reviewing plan design, rates, summaries, proposals, and implementation of plans. You will work with carriers to develop rate quotes, underwriting, and eligibility. The position requires preparing presentation materials, employee communications, implementing and maintaining plans, and performing special projects. HUB values education, innovation, and continuous learning, offering a progressive work environment at a rapidly growing organization.

Requirements

Bachelor’s degree from an accredited college or university preferred
2 years of experience in benefits brokerage, insurance or employee benefits customer service, account administration, or a related field preferred
An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications
State life and health insurance license, or ability to obtain, required
Strong written and verbal communication skills, including the ability to write reports, business correspondence, and procedural documentation, and to effectively present information to clients and internal stakeholders
Comfortable interpreting business publications, professional journals, and regulatory materials
Strong mathematical skills, with the ability to calculate percentages, interest, commissions, and apply concepts from basic algebra and geometry
Ability to apply common-sense reasoning and follow instructions delivered in written, oral, or diagram form
Demonstrated problem-solving skills with the ability to assess information, develop alternatives, and implement effective solutions
Proficient with Microsoft Office applications; ability to adapt to new technologies and use them to improve processes
Strong organizational and planning skills; able to manage multiple tasks and deadlines with accuracy and efficiency
Proven ability to work independently, take initiative, and contribute to team success
High ethical standards and professionalism; committed to upholding organizational values and fostering an inclusive, respectful workplace
Customer-focused mindset with a commitment to high-quality service and continuous improvement
Demonstrates sound business acumen and an understanding of how individual work aligns with broader organizational goals
1-2 years of relevant experience
Bachelor's degree (4-year degree)

Nice To Haves

Entrepreneurial spirit and challenged by the opportunity to grow the business
Focused on learning and development to enhance industry knowledge and expertise
Self-starter willing to invest time and energy to learn the technical aspects of our business
Believes in integrity and building success by developing relationships with others

Responsibilities

Markets voluntary benefit plans by explaining features and merits of options depending on client goals.
Prepares new or renewal presentation material by obtaining quotes from carriers.
Coordinates data and rates from carriers, including any plan design alternatives and commission changes.
Reviews plan documents for completeness and accuracy.
Coordinates the implementation of new plans and policies.
Assists with creating communication material for clients and prospects.
Trains clients on requirements for administering the plan; assists clients in setting up internal procedures as needed.
Attends or conducts enrollment meetings and assists with new hire communication and open enrollment.
Assists clients in obtaining complete employee enrollment on a timely basis and ensuring carrier receives all required information.
Attends client meetings, documents all client meetings and phone calls regarding coverages and pertinent information.
Assists clients in canceling and making any changes to their insurance coverage.
Assists clients with claims matters.
Answers client questions regarding procedural matters and plan provisions.
Monitors product changes of carriers and in the industry.
Provides administrative support to the Voluntary Benefits Department.
Maintains active involvement with targeted professional, civic and charitable organizations to develop and nurture HUB Great Plains’ image.
Perform other duties as necessary.