Employee Benefits Account Manager- Select

Reposted 4 Hours Ago
Be an Early Applicant
6 Locations
In-Office
Mid level
Insurance
The Role
The Employee Benefits Account Manager markets and services accounts, assists advisors with insurance coverage, maintains account documentation, and ensures timely client communication and renewals.
Summary Generated by Built In

About HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Why Choose HUB?

Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer:

  • Competitive salaries and benefits offerings
    • Medical/dental/vision insurance and voluntary insurance options
    • Health Savings Account funding
    • 401k matching program
    • Company paid Life and Short-Term Disability Plans
    • Supplemental Life and Long-Term Disability Options
    • Comprehensive Wellness Program
    • Paid Parental Leave
    • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
  • Great work/life balance, because that’s important for all of us!
  • Focus on creating a meaningful environment through employee engagement events
  • The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
  • Growth potential - HUB is constantly growing and so can your career!
  • A rewarding career that helps local businesses in the community
  • Strong community support and involvement through HUB Gives

SUMMARY:

The Employee Benefits Account Manager markets and services accounts in accordance with company objectives and procedures; complements advisor responsibilities for new business development and existing client perpetuation, and is expected to maintain a book of accounts based on location practice.

In this role, you will:

  • Assist EB Advisor with request for insurance coverage quotes from insurance companies for organizational groups (business, nonprofits, etc.).
  • Complete comparisons, benefit/cost analysis and reports for advisor’s and team’s review and discussion per established procedures and practice.
  • Policy data entered into electronic system accurately and kept current within time guidelines established by procedure and practice.
  • On renewals, process changes or amendments to coverage/policy during and after policy review and application process. Oversee internal activity in posting, handling and filing to ensure accurate and timely completion.
  • Responsible to communicate with other team members and assist advisor to ensure timely follow-up on group and individual renewal dates. Regularly maintain and follow-up on x-dates with broker 45-60 days prior to renewal dates.
  • Responsible for maintenance of proper documentation and timely follow-up for resolution with insurance companies and insureds on problems with policy services, claims or coverage concerns.
  • Assist advisor in insurance business, quotes, and other such matters as may be directed from time to time by established procedures and practice.
  • Respond to inquiries from insureds on changes or amendments to coverage/policy.
  • Schedule with advisor quarterly reviews of group insurance status, needs, and problem resolution – whether in person or by mail/fax/phone.
  • Timely print-out, review and distribute information and reports (changes, quotes, commissions, etc) on status and activity on individual and group plans to ensure prompt attention and appropriate involvement by broker.
  • Prepare and maintain accurate quote comparison sheets on each insurance company for review and use in determining coverage costs and benefits.
  • Key detailed claims activity and costs into electronic programs as established by internal procedures and practice. Properly and timely complete all data entry monthly for report generation to self-funded groups.
  • Maintain proper documentation and filing of correspondence and activity with insurance company and insured on problem claims. Provide some training to those who assist in tracking and resolution of claims issues.
  • Internal correspondence on active work assignments responded to and kept current with advisors, other member and management on a regular and consistent basis.
  • Perform routine review and analysis of documentation, insurance applications and policy issuance files for accuracy and completeness.
  • Maintain knowledge of all lines of coverage.
  • Follow agency procedures and insurance company regulations.
  • Maintain awareness of market conditions, changes, and current legislation.
  • Attend meeting as scheduled. Follow-up identified and work assigned to update and complete work in progress and records information.
  • Perform other specific duties and projects as assigned by management.
  • Provide training/mentoring to Customer Service Representatives.

What you offer us:

  • Life & Health 215 license
  • Understand and analyze insurance coverage’s, forms, and policies.
  • Above average mathematical skills and ability to rate insurance policies.
  • Strong written and oral communication skills.
  • Organize, set, and maintain priorities.
  • Work with little supervision.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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.

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 recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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The Company
HQ: Chicago, IL
10,055 Employees
Year Founded: 1998

What We Do

Hi, we’re HUB.

We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy.

So you’re ready for tomorrow.


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.

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