Team Leader, Account Management

Hub International Insurance•Sandy, UT

2d•Hybrid

About The Position

This role requires an individual who is professional and who displays the drive, determination, and self-motivation to lead a team of Account Managers. You will do this through supporting producers in winning new business through technical know-how and by managing the proposal process and by managing the Account Managers. At HUB International, we advise businesses and individuals on how to reach their goals. We believe in protecting and supporting the aspirations of individuals, families, and businesses by helping our clients evaluate their risks and develop solutions tailored to their needs. When you join HUB, you become part of a vast network of risk, insurance, employee benefits, retirement, and wealth management specialists who bring clarity to a changing world through tailored solutions and unrelenting advocacies and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients. At HUB, we’re more than an insurance broker—we’re a network of doers with diverse backgrounds and a shared purpose: supporting our clients, colleagues, and communities. We believe great work happens when people feel valued, heard, and empowered to grow.

Requirements

Life and Health Insurance license
High school diploma required
Strong written and oral communication skills
Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
Proficiency or ability to learn Benefit Point, Monday.com, and other software
Ability to understand policy forms and coverage descriptions
Organizational skills required
High attention to detail essential
5-7 years of relevant experience

Nice To Haves

college degree preferred
Willingness to attend educational classes desired

Responsibilities

Supports, mentors, and trains Account Managers and Assistant Account Managers, as necessary
Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
Provides professional, courteous service to our 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 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 that data in those systems
Attends industry related continuing education training and courses