Account Manager - Employee Benefits

Account Manager Summary: The Account Manager position requires an individual who is professional and shows the drive, determination, and self-motivation to build a business. Specifically, the responsibilities of the Account Manager will be to service and maintain existing accounts, while identifying opportunities for increasing business. Responsibilities Provide professional and courteous service to clients, carrier representatives, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Interface with Account Executives, providing a high level of support to Producers in obtaining, maintaining, and expanding business. Identify opportunities for cross‑sell and up‑sell of HUB products and services when appropriate for the clients’ needs. Work independently as well as cooperatively and professionally with Producers and Account Executives to deliver all HUB services to assigned clients throughout the policy cycle. Handle stewardship reports, risk control services, preparation of coverage outlines/proposals, claims reviews, and marketing of emergent and renewal coverage requests. Actively participate with account team members in monthly “Top Account” meetings. Produce binders, certificates, endorsements, and other policy related documents in a timely manner while verifying their accuracy. Acquire understanding of clients’ insurance objectives and critically analyze and compare insurance plans to determine suitability. Stay abreast of changes in the insurance industry and other external conditions that may impact clients. Make appropriate recommendations to clients in response to those changes, independent of manager approval. Act as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience‑based judgment. Negotiate with underwriters and carriers when necessary. Troubleshoot claims and billing issues. Manage, organize, and conduct client meetings when necessary. Appropriately document transactions with clients and carrier representatives, and update broker management systems as required, ensuring data accuracy. Support, mentor and train lower level colleagues, as necessary. Attend industry related continuing education training and courses. Qualifications Requisite insurance license. Four year college degree required, coupled with at least 2 years of applicable employee benefits experience. Strong ability to listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues. Comprehend and follow instructions; maintain attention and concentration for necessary periods; carry out instructions (written, oral or diagrammatic); adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting. Above average written and oral communication skills. Proficiency with Microsoft Office Suite (Word, Excel, Outlook). Ability to utilize and be proficient in broker management systems. Strong organizational and time management skills. Requirements 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. #J-18808-Ljbffr