Team Leader, Account Management

HUB International•Sandy, UT

3d•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, we invest in our people. Our entrepreneurial culture fosters innovation, ownership, and continuous improvement—giving you the opportunity to build a meaningful career while delivering real impact for clients and communities. HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.

Requirements

Life and Health Insurance license
High school diploma required
Strong written and oral communication skills
Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
Proficiancy 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 data in those systems
Attends industry related continuing education training and courses