Annuity Case Manager

About Specialty Program Group: 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). 

About BSMG:

Founded in 1972, Brokers’ Service Marketing Group is a nationally recognized insurance brokerage firm. BSMG is a nationally recognized leader in the life insurance and annuity distribution business. Our clients are insurance professionals, financial advisors, and financial institutions. We have built a reputation as an industry leader that delivers service excellence, doing what’s best for the customer and for fair dealing.  Our dynamic team of internal sales specialists works closely with our marketing department and cutting-edge technology to locate highly qualified prospects and turn them lifelong clients. 

BSMG is a team of people striving to create memorable experiences, every day. We believe that acting as a fiduciary to the policy holder, providing service excellence and being passionate about what we do every day (even having fun) are all keys to our differentiated business model.  We are a trusted resource and partner to thousands of financial advisors, as well as banks, broker dealers and producer groups. BSMG has strong relationships based on mutual respect with the Nation’s leading insurance carriers.  BSMG has developed a stellar industry reputation over the past 4 + decades with all of our carrier partners as well as those with whom we do business. BSMG is a dynamic, exciting place to work – being recognized as one of the Best Places to Work in RI in 2019, 2020, and 2021, as well as receiving a Worksite Health Award (superior rating).

About this Position:

This position on our Annuity Team provides an exceptional customer experience to our financial advisors. This is an entry level position whereby the candidate will learn to oversee the application process by working directly with our Team Lead and ultimately our sales teams, carriers, and others to provide our customers with best-in-class experience while guiding them through product changes, rate updates, and carrier deadlines.

Ability to react to change in a productive and positive manner and a willingness to support your team and accomplish team goals are key components of this position. Our Annuity product offering is a critical piece of our business model and you play a direct role in its success. You will be a part of a team that will continually innovate in finding new ways to support our financial advisors and sales team.

Our successful candidate:

• Is a team player and works with minimal oversight
• Demonstrates strong problem-solving skills and manages multiple priorities
• Communicates accurately and professionally in both verbal and written communication with internal and external customers alike
• Has strong organizational skills, attention to detail and the ability to stay informed in a rapidly changing environment
• Has excellent relationship-building and negotiating skills

Additional duties and responsibilities include:

• Consult on recommendations and solutions for case design with a focus on the customers’ needs
• Enter new applications into Agency Management System (AMS) and perform comprehensive review of all new business received
• Provide updates to the producer on outstanding items, corrections needed on paperwork as well as providing the producer with any required compliance forms
• Coordinate with all other internal departments to assist financial advisor with unique client or case circumstances
• Respond to the client and financial advisor inquiries in a timely and accurate fashion and provide frequent proactive updates as agreed

Salary Transparency: The expected hourly rate range for this position is $30-$32 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: Negligible

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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