Employee Benefits Account Manager

HUB International•Scottsdale, AZ

2d•Hybrid

About The Position

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

Life & Health insurance license
A high school diploma required; some college preferred
Above-average telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff members
Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
Ability and willingness to utilize company’s computer system and software
Strong typing skills with an ability to compose clear and concise letters
Ability to understand policy forms and coverage descriptions
Organizational skills required
Willingness to attend educational classes desired
High attention to detail essential

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
Oversees 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
Develops 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.
Prepares reports for management as required.
Supports, mentors, and trains Account Representatives, as necessary
Attends industry related continuing education training and courses