Senior Account Manager

Hub International Insurance•Denver, CO

7d•Hybrid

About The Position

HUB International Limited is seeking a Senior Account Manager to join their Account Management & Service department. This role supports Account Executives and Producers in servicing assigned employee benefits accounts and also manages certain accounts autonomously. The Senior Account Manager will be responsible for providing excellent customer service, building and maintaining client relationships, and ensuring accurate data management within the agency's system. This position requires a strong understanding of the employee benefits landscape, including industry changes and compliance requirements. The role also involves acting as a liaison between clients and carriers, managing renewals, assisting with new business development, and preparing various client communications and reports.

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.
Manage certain benefits accounts autonomously.
Provide customer service for assigned accounts, including 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.