Account Manager Associate I - Employee Benefits

HUB International

HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that's important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

Summary

This role will be responsible for delivering excellent and efficient service by assisting the Account Manager(s) with the daily management of a group of accounts. The Account Manager Assistant has an impact on agency success by assisting in achievement of client retention goals, effectively and consistently providing client service, and fostering a culture of accountability, integrity, trust, respect and teamwork while focusing on continuous improvement.

Essential Duties And Responsibilities

• Research and respond to client issues such as billing, eligibility and escalated claims, with the appropriate carriers and/or vendors in order to maintain client satisfaction. Act as back-up to the account manager. Responsible for composing and responding to correspondence from clients and carriers via letters and email in a professional and grammatically correct manner.
• Maintain accurate and timely tracking and servicing documentation through agency management and document systems including profile/scan of open enrollment materials and marketing/renewal presentations, plan renewal decisions and entry of participation count utilizes for accurate commission estimates. Utilize activity logs in the agency management system to manage completion of tasks.
• Prepare open enrollment form spreadsheets, review enrollment forms, assist with implementation documents for submission to carrier, and post enrollment data audits. Follow the agency workflows and procedures to avoid Errors and Omissions.
• Prepare renewal and new business presentation binders with content guided by the account manager as well as required documentation for the client open enrollment process.

Requirements

• High School Diploma or equivalent required; College Degree preferred
• Willingness to obtain Property & Casualty License for required state/s.

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.