Rentention Specialist, Insurance

About Specialty Program Group:

Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.


About Total Benefit Solutions:

Total Benefit Solutions, a division of Specialty Program Group, is an international wholesale employee benefits brokerage, full-service HR solutions provider, and third-party administrator, and we are currently seeking an Account Manager in our Bellevue, WA Headquarters. A team of service-oriented and self-motivated individuals, we are focused on providing innovative insurance solutions to our clients, backed by an unparalleled level of support. Voted one of Washington's Best Companies to Work For nine consecutive years, Total Benefit Solutions is an exciting, fast-growing organization waiting for you to make your impact!

About the Position:

The Account Manager is the day-to-day contact on the Sales Team for existing clients to ensure their needs are met, as well as to renew and expand current client contracts.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Key Responsibilities:

The essential functions include, but are not limited to the following:

• Manage broker and employer client relationships and develop new business from existing clients.
• Work with carrier partners to provide ongoing support to Brokers and clients and refer service problems and questions for resolution.
• Manage and grow a portfolio of long-lasting partnerships.
• Manage the annual renewal process.
• Conduct enrollment meetings and attend meetings with brokers/clients as necessary.
• Identify and develop cross sell opportunities.
• Track key account/market metrics and prepare reports for management.
• Meet or exceed quarterly and annual targets.
• Maintain a working knowledge of the quoting process for assigned market(s).
• Participate in meetings as needed.
• Stay updated on industry standards and regulations related to US healthcare and Renewals.
• Identify and report issues and opportunities for improvement related to processes and procedures.
• Develop and maintain documentation related to Renewal processes, including reports, metrics, and improvement plans.
• Supporting and sustaining a positive work environment that fosters team performance through own work and behavior.
• Performing special tasks and assignments as needed.

Qualifications:

• Candidate must possess at least a Bachelor's/College Degree, any field; equivalent combination of education and/or experience will be considered.
• Minimum of 3 years' experience as an Account Manager or Account Coordinator.
• 3 years' of work experience specializing in US health insurance,or employee benefits is required.
• Must have or be willing and able to obtain a Life & Health insurance license in their state of residence.
• Detail-oriented with a focus on continuous improvement and problem-solving.
• Excellent planning and organizational skills with the ability to effectively manage multiple tasks to completion.
• Proficient in Microsoft Office (Word, Excel, Teams, Outlook)
• Good interpersonal skills with the ability to effectively work and collaborate with individuals or group at all organizational levels; ability to work independently and as a part of a team.
• Ability to maintain confidentiality of sensitive information.

Salary Transparency:

Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: Total on-target earnings (OTE) for the position is $60,000-$80,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions

Travel Requirements:

Travel may be required for special events, and meetings, not to exceed 25%.

#SPG

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: Bachelor's degree (4-year degree)

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.

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