Account Manager

About Strategic Benefits Resources:

Strategic Benefit Resources is a wholesale employee benefits agency specializing in self-funded health plan consulting and ancillary benefits. With strong carrier and vendor relationships, extensive industry expertise, and proprietary analytics, we provide comprehensive outsourced insurance services curated to the needs of our partners.

Strategic Benefit Resources partners with employee benefit advisors, third party administrators and other intermediaries to provide customized outsourced stop-loss insurance services, specialized self-funded health plan expertise, and unique technology-driven solutions.

This is all achieved through strong stop-loss carrier and vendor relationships, extensive industry expertise and proprietary risk analysis and decision support tools.

Position Overview

The Account Manager plays a critical role by managing stop-loss insurance policy implementations and administration and will support an assigned Producer Team and/or Teams. This position entails developing and maintaining strong relationships with insurance brokers (and their clients), and ensuring they receive the best possible service. The ideal candidate should have a solid understanding of Employee Benefits Programs (and/or the Insurance industry), effective communication skills, and the ability to navigate multiple implementation projects. You will develop your expertise in stop-loss implementation and products and enhance your communication skills through hands-on experience and mentorship.

Key Responsibilities

• Oversee the implementation and administration of stop-loss insurance policies, ensuring accuracy with sold terms and conditions

• Develop and maintain strong relationships with brokers and clients, understanding their specific needs and providing tailored implementation and service solutions

• Assist the Producer Team/Teams by managing a block of business of approximately 125 accounts and policy implementations

• Address client inquiries and concerns promptly and professionally, ensuring high levels of customer satisfaction

• Manage multiple tasks and deadlines efficiently, ensuring timely delivery of services

• Collaborate with team members on best practices

• Develop a solid understanding of stop-loss insurance products and market trends

• Assist in the execution of company initiatives

• Other duties as required by clients, business needs, and/or assigned by Management

Knowledge and Skills

• Strong time management, organizational, and problem-solving skills

• Effective communication, presentation, and interpersonal skills

• Proficiency in customer relationship management (CRM) software and Microsoft Office Suite

• Effective negotiation skills and a willingness to learn and grow

• Interest in stop-loss insurance products

• Understanding of stop-loss policy life cycle including, but not limited to, pre-sale, post-sale/implementation, and premium and claims administrative processes

• Diligent attention to detail and accuracy
   

Preferred Qualifications

• College Degree or equivalent job experience

• 2 years of experience working with Employee Benefits Programs in a brokerage firm or equivalent setting within the Insurance industry

• Proficient understanding of Employee Benefits Programs, and/or within the Insurance industry

• Prior experience in a similar client-facing role within the Insurance industry

• Applicable state life and health license, or ability to obtain within 12 months of hire

• Awareness of regulatory requirements and compliance standards related to the Insurance industry

Disclosure required under applicable state or municipality regulations: The expected salary range for this position is $50,000 to $55,000 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.

#SPG

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: Associate degree (2-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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