Associate Account Manager - Employee Benefits

Hub International Insurance • Chicago, IL

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About The Position

The Associate Account Manager provides professional, courteous service to customers, producers, and company personnel. The role supports obtaining, maintaining, expanding, and servicing employee benefits accounts, working with producers to align HUB corporate goals, carrier requirements, and customer needs. It also provides clerical and technical support, assists with coverage additions and renewals, prepares proposals and account materials, and helps maintain client records and agency procedures.

Requirements

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

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 meet the agency’s strategic business goals.
• Assist Producers in adding coverages to existing accounts.
• Produce quote requests, spreadsheets, and related materials, verifying 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 other lines of business.
• Follow agency systems and procedures, as well as state regulations.
• Communicate effectively orally and in writing.
• Oversee functions performed by Assistant CSSs.
• Maintain required client files.

Benefits

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

What This Job Offers

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