Account Manager

About SPG:

Specialty Program Group (SPG) is the wholesale & MGA division of HUB International (5th Largest Global Broker). SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under discrete brands (portfolio companies).

Primary Role

The primary goal of this position is to work closely with the Producer to manage the retention, servicing and new sales efforts for a book of business.

Job Functions:

• Independently manage work flow for the client life-cycle
• Analysis and marketing of employee benefits programs (especially individual and aggregate stop-loss insurance)
• Assist in the development of sales and renewal strategies
• Preparation of renewal and new business proposals, presentation materials and supporting documents as necessary (benefit and financial analysis)
• Provide claims, eligibility, billing and plan administration advocacy and resolution
• Carrier and Vendor contract review, analysis and negotiations
• Maintain effective working relationships with Carriers and Vendors
• Maintain broad knowledge base of Carrier and Vendor products and underwriting requirements
• Experience and claims report preparation & analysis – oversight provided by Underwriting
• Delegation of specific tasks to Account Assistant/Administrative Assistant, if applicable
• Provide Peer-Review for other team members
• Maintain respectful relationships
• Assist in the training and development of other team members
• Participate in the development and execution of company initiatives
• Other duties as required by clients, business needs or assigned by management

Knowledge and Skills:

• Extensive working knowledge of industry legislative and compliance issues
• Experience managing alternative funding arrangements, self-insured benefit plans, Taft-Hartley Trust, Tribal or other specialized business expertise
• Excellent communication, presentation and writing skills required
• Exceptional abstract reasoning and analytical abilities
• Demonstrated ability to exercise good judgment in stressful situations
• Skilled at balancing tight timelines and competing priorities while maintaining a customer-focused positive attitude
• Expertise in Microsoft Office Suite - specifically Word, Excel & PowerPoint
• Project Management experience a plus
• Experience managing confidential information (HIPAA)
• Pleasant ‘can-do’ customer service attitude
• High level of personal initiative, integrity and professional ethics
• Ability to work respectfully with diverse populations both internally and externally
• Commitment to on-going professional continuing education

Experience and Education

• College Degree, or equivalent job experience
• Minimum 5 years’ experience working with Employee Benefits Programs in a brokerage or equivalent setting
• Applicable state life and health license (or ability to obtain within 6 months of hire)
• Maintain professional designation(s) (RHU, REBC, CEBS, etc.)

Other Requirements:

• Day and overnight travel may be required
• Dependable personal transportation
• Ability to work over-time as required
• Valid/Current driver’s license and proof of insurance

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $65,000-$70,000 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 which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

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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