Associate Account Manager - Employee Benefits

HUB International • Downers Grove, IL

2d • $65,000 - $75,000

About The Position

The Associate Account Manager provides professional, courteous service to customers, producers, and company personnel, supporting the acquisition, retention, expansion, and servicing of employee benefits accounts. The role works with producers to align HUB’s corporate goals, carrier requirements, and customer needs. It also provides clerical and technical assistance, supports renewal and account-review activities, maintains client records, and oversees functions performed by Assistant CSSs.

Requirements

• A bachelor’s degree in a related field, or an equivalent combination of education, certifications, training, and relevant professional experience demonstrating the knowledge, skills, and abilities required for success.
• 1–2 years of professional experience.
• Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
• Good written and oral communication skills.
• Strong organizational and time-management skills.
• Broad knowledge of insurance products and usages, and the ability to work independently.
• Ability to use computer programs and understand their functionality.

Nice To Haves

• Life, Accident and Health Insurance License preferred.
• Insurance industry experience is a plus.

Responsibilities

• Respond promptly and professionally to insureds’ service needs.
• Provide clerical and technical support to Producers to benefit clients and advance agency strategic business goals.
• Assist producers in adding coverages to existing accounts.
• Prepare quote requests, spreadsheets, and related materials, and verify their accuracy.
• Maintain renewal controls to ensure timely preparation and processing.
• Prepare insurance summaries and proposals as needed for account reviews.
• Coordinate renewal remarketing, client contact, renewal proposals, and other renewal activities with the producer.
• Refer current and prospective clients to other departments for solicitation of additional lines of business.
• Follow agency systems and procedures and applicable state regulations.
• Communicate effectively orally and in writing.
• Use computer programs and understand their functionality.
• Oversee functions performed by Assistant CSSs.
• Maintain required client files.

Benefits

• Comprehensive health, dental, vision, life, and disability insurance options.
• Flexible spending account (FSA) and health savings account (HSA) options.
• 401(k) accounts and retirement savings matching.
• Company-paid life and disability plans.
• Paid time off, including vacation, sick, personal, floating holidays, and company holidays.
• Paid parental leave.
• Wellbeing program.
• Structured training, licensing support, and ongoing development opportunities.
• Eligible annual bonuses, equity, and commissions may be available for some positions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level