Hub International
Location
Sandy, UT | United States
Job description
JOB TITLE
Account Manager
REPORTS TO
Director of Client Services
EMPLOYMENT STATUS
Full Time – 40 Hours Per Week
FLSA STATUS
Exempt
LOCATION
Home office – SLC
Hybrid schedule available, upon discussion with/agreement from Supervisor
SALARY RANGE
$60,000-$70,000
The purpose of the Account Manager is to collaborate with Sales Producers and Account Executives to maintain synergy between HUB International Utah, carriers, and clients. The Account Manager provides the highest quality of professional service to every customer and assists the Account Executive with servicing all areas of the account in a timely manner. Duties include arranging monthly and quarterly client meetings, follow-up efforts, compliance research, renewal requests and coordination, new business carrier quotes and proposals, review of plan documents and certificates of insurance, etc.. In addition, Account Managers are expected to help answer questions, provide professional information, and help the Account Executives enhance existing policies.
Duties and responsibilities
Manage HUB Utah's new business onboarding workflow
Coordinate and attend meetings with clients and carriers
Assist insured members with insurance related questions
Research and respond to client questions and requests
Coordinate internal resources to address client projects and requests
Keep all team members abreast of client projects and requests
Keep open client projects and requests moving forward to find timely resolution
Assist with compliance-related research
Compile renewal analysis and create annual benefit guide documents
Create carrier request for proposals, and client proposal in Perfect Quote software system
Review annual Contracts, Certificates of Insurance, and Summary Plan Documents
Assist with paperwork for new and renewing business
Onboard new business
Respond timely to emails, messages, and other requests
Maintains positive relationships both internally and externally
Maintain HUB Values including HIPPA Compliance
Other tasks as discussed with manager
Skills/Qualifications:
High school diploma/GED (college preferred)
2+ years of working in employee benefits
Strong verbal and written communication skills
Analytical and problem-solving abilities
Proficient in Microsoft Office – intermediate user level preferred
Excellent organizational skills
Ability to work well under pressure with attention to detail
Team oriented self-starter with ability to prioritize, monitor and control workflow deadlines and be flexible
Detail oriented
Sense of urgency
Understanding of benefits & benefit terminology
Proficient typing ability
High degree of independence and problem-solving skills
Working conditions
Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available. Some travel may be required during the year.
Physical requirements
Must be able to lift 20 lbs.
Direct reports
N / A
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: Associate degree (2-year degree)
HUB International Limited is an equal opportunity and affirmative action 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.
EEOAA Policy
E-Verify Program
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 US Recruiting Team toll-free at (844) 300-9193 [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.
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