Employee Benefits Account Manager

HUB International•Scottsdale, AZ

14h•Hybrid

About The Position

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. 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.

Requirements

High School diploma or equivalent; AA and/or college degree preferred
2+ years of experience in employee benefits, healthcare, insurance, or with a carrier preferred.
Life & Health Insurance License preferred; or willing to obtain within 90 days of employment.
Excellent written and oral communication skills with the ability to interact effectively with clients, prospects, and colleagues
Ability to interpret and understand insurance policy forms and coverage details
Ability to thrive in a collaborative, team-oriented environment while also working effectively with a high degree of autonomy
Ability to take direction and follow instructions effectively, while demonstrating initiative and attention to detail
Ability to work in a face paced, rapidly changing environment with flexibility, adaptability, efficiency and organization
Strong MS Office skills, e.g., MS Word, MS Excel and PowerPoint
Ability and willingness to utilize company's computer system and software
Above average mathematical skills.
Hybrid work schedule; must be onsite at the designated office location a minimum of three days per week

Responsibilities

Manages an 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
Oversee 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
Develop 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.
Prepare reports for management as required.
Supports, mentors, and trains Account Representatives, as necessary
Attends industry related continuing education training and courses