Account Manager
Squaremouth Inc
Account Manager
Are you a dynamic, results-oriented professional seeking a challenging and rewarding career? If so, this role may be the perfect fit for you!
At HUB, we value education, innovation, and continuous learning, and we're excited to support you on your career journey.
As an Account Manager, you will market voluntary products to prospects and current clients and services existing accounts. Reviews specific information regarding plan design, rates, summaries, proposals implementation of plans and enrollment. Works with carriers to develop rate quotes, underwriting and eligibility. Prepares presentation materials, employee communications and enrollments, implements and maintains plans, and performs special projects.
Your Job Responsibilities As A
Account Manager:
- Markets voluntary benefit plans by explaining features and merits of options depending on client goals.
- Prepares new or renewal presentation material by obtaining quotes from carriers.
- Coordinates data and rates from carriers, including any plan design alternatives and commission changes.
- Reviews plan documents for completeness and accuracy.
- Coordinates the implementation of new plans and policies.
- Assists with creating communication material for clients and prospects.
- Trains clients on requirements for administering the plan; assists clients in setting up internal procedures as needed.
- Attends or conducts enrollment meetings and assists with new hire communication and open enrollment.
- Assists clients in obtaining complete employee enrollment on a timely basis and ensuring carrier receives all required information.
- Attends client meetings, documents all client meetings and phone calls regarding coverages and pertinent information.
- Assists clients in canceling and making any changes to their insurance coverage.
- Assists clients with claims matters.
- Answers client questions regarding procedural matters and plan provisions.
- Monitors product changes of carriers and in the industry.
- Provides administrative support to the Voluntary Benefits Department.
- Maintains active involvement with targeted professional, civic and charitable organizations to develop and nurture HUB Great Plains' image.
- Perform other duties as necessary.
Qualifications:
- Bachelor's degree from an accredited college or university preferred
- 2 years of experience in benefits brokerage, insurance or employee benefits customer service, account administration, or a related field preferred
- An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications
- State life and health insurance license, or ability to obtain, required
- Strong written and verbal communication skills, including the ability to write reports, business correspondence, and procedural documentation, and to effectively present information to clients and internal stakeholders
- Comfortable interpreting business publications, professional journals, and regulatory materials
- Strong mathematical skills, with the ability to calculate percentages, interest, commissions, and apply concepts from basic algebra and geometry
- Ability to apply common-sense reasoning and follow instructions delivered in written, oral, or diagram form
- Demonstrated problem-solving skills with the ability to assess information, develop alternatives, and implement effective solutions
- Proficient with Microsoft Office applications; ability to adapt to new technologies and use them to improve processes
- Strong organizational and planning skills; able to manage multiple tasks and deadlines with accuracy and efficiency
- Proven ability to work independently, take initiative, and contribute to team success
- High ethical standards and professionalism; committed to upholding organizational values and fostering an inclusive, respectful workplace
- Customer-focused mindset with a commitment to high-quality service and continuous improvement
- Demonstrates sound business acumen and an understanding of how individual work aligns with broader organizational goals
What Makes Us Different Than All The Rest?
Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most.
Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.
Our Core Values:
- Entrepreneurship: We encourage innovation and educated risk-taking.
- Integrity: We do the right thing every time.
- Teamwork: We work together to maximize results.
- Accountability: We measure and take responsibility for outcomes.
- Service: We serve customers, communities and colleagues.
We Are The Perfect Fit If You:
- Are seeking a progressive work environment at a rapidly growing organization
- Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
- Are focused on learning and development to enhance your industry knowledge and expertise
- Are a self-starter willing to invest time and energy to learn the technical aspects of our business
- Believe in integrity and building success by developing relationships with others
Why Choose HUB?
At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
When you join the team at HUB International, you become part of a global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 6,000+ offices across North America, Canada and Puerto Rico.
What We Offer You:
- A rewarding career helping local businesses in the community
- Rewards for top performers
- Medical/dental/vision/life insurance
- Paid parental leave
- Health savings account
- 401k matching program
- Voluntary insurance options
- Life and disability plans
- A work/life balance because that's important for all of us
- Opportunity to learn from the expertise of your coworkers
- Growth - HUB is growing, and so can your career
- Ability to be part of a motivated, winning team
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