Associate Account Manager Individual Medicare

HUB International•Midland, MI

About The Position

The Associate Account Manager (AAM) – Medicare & ACA is an internal support role focused on execution, accuracy, and throughput. This position works behind the scenes to support Producers through data entry, quoting, campaign support, marketing and workflow coordination. This role requires an insurance license. Success in this role is measured by accuracy, timeliness, and the ability to keep the service and sales teams moving efficiently, especially during peak enrollment periods. About HUB International: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

Requirements

An insurance license is required.
1-2 years of relevant experience
High school or equivalent

Responsibilities

Enter and maintain accurate client and policy data in CRM and carrier systems
Track sold policies, retrieve policy numbers, verify revenue accuracy
Answer phone calls, assist clients, schedule appointments for producers.
Prepare Medicare, ACA and ancillary quotes for Producers
Run plan comparisons and cost estimates based on provided information
Help automate Producer tasks
Support outreach and marketing campaigns (AEP, OEP, SEP, education events)
Build and manage call lists, email lists, and campaign tracking
Execute CRM workflows and task sequences
Assist with Producer Marketing Materials, creating and designing
Provide administrative and operational support to Producers
Prepare reports, spreadsheets, and summaries as requested
Act as a reliability layer—making sure nothing gets missed
Participate in Quarterly goal setting aligned with team Rocks
Own and complete assigned quarterly priorities
Attend and contribute to Level 10 meetings
Track and report weekly scorecard metrics accurately and on time
Identify bottlenecks and propose process improvements

Benefits

Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance
Focus on creating a meaningful environment through employee engagement events
The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential - HUB is constantly growing and so can your career!
A rewarding career that helps local businesses in the community
Strong community support and involvement through HUB Gives