Senior Account Manager

HUB International•Denver, CO

20d•$70,000 - $85,000•Hybrid

About The Position

HUB International Limited is seeking a Senior Account Manager to join their Account Management & Service department. This is a hybrid role requiring three days per week in the office. The Senior Account Manager will support Account Executives and Producers in servicing assigned book of benefits accounts, and also manage certain benefits accounts autonomously. The role involves providing excellent customer service, building client relationships, maintaining accurate records in Benefit Point, identifying cross-sell and up-sell opportunities, staying knowledgeable about industry changes, and acting as a liaison between clients and insurance carriers. The position also includes preparing and delivering client communications, reviewing contracts, preparing benchmark reporting, assisting with compliance materials, and supporting clients with claims and billing issues. The role also participates in the new business process.

Requirements

5+ years of experience within employee benefits, human resources, or a related field
High school diploma required
Proficiency in MS Office
Excellent written and oral communication skills
Excellent organizational and prioritization skills
High attention to detail essential
Proven ability to work independently and take leadership on accounts
Proven ability to support new business development
Proficiency presenting to clients and their employees
Life, Accident, and Health Insurance License (or ability to obtain within three months of employment)

Nice To Haves

college degree preferred

Responsibilities

Support Account Executive and Producer in servicing assigned book of benefits accounts, as well as manage certain benefits accounts autonomously
Provide customer service for assigned accounts, which includes handling daily emails and phone calls from clients, vendors, and other team members
Build and maintain client relationships
Maintain electronic filing and required data in Benefit Point (agency management system)
Identify opportunities for cross-sell and up-sell of HUB products and services when appropriate for the clients’ needs
Be knowledgeable of changes in the insurance industry; and regularly attend industry events, seminars, or conferences
Act as liaison between clients and insurance carriers to resolve escalated service issues
Manage, organize, and conduct client meetings when necessary
Market renewals as required
Participate or assist in the new business process
Prepare, print, and, in some cases, deliver communication material to clients
Review contracts, plan documents, and plan summaries for accuracy
Prepare benchmark reporting
Assist team members with compliance materials, including 5500s, wrap documents, and ACA reporting documents
Assist clients with claims, billing, and other day to day service issues