- Provides professional and courteous service to clients, carrier representatives, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
- Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate.
- Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
- Manages, organizes, and conducts client meetings when necessary and appropriately documents conversations with clients and carrier representative.
- Ensures the quality and accuracy of data in all HUB computer systems and automated agency management systems and prepares reports for Management as required.
- Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability and may negotiate with Underwriters and carriers.
- Stays abreast of changes in the insurance industry and other external conditions that may impact their clients by attending industry-related continuing education training and courses.
- Acts as a consultant and makes appropriate recommendations to clients in response to industry shifts and changes independent of Manager approval.
- Acts as liaison between clients and insurance carriers to resolve escalated, complex service issues that require policy interpretation and experience-based judgment to resolve and troubleshoot claims and billing issues.
- Travels on company business as required.
- Supports, mentors and trains lower-level colleagues, as necessary.
- Performs other duties and projects as assigned.
- 2-5 years of applicable Employee Benefits experience.
- Florida 2-15 Life and Health License preferred or required to obtain within 90 days of hire.
- High School Diploma or equivalent required; College Degree preferred.
- Superior customer service and problem-solving skills with the ability to work in a team environment.
- Strong ability to listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues.
- Adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting.
- Strong written and oral communication skills
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
- Ability to utilize and be proficient in broker management systems.
- Strong organizational, problem solving and time management skills.
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Employee Benefits Account Manager - Doral, United States - HUB International
Description
SUMMARY:
The Employee Benefits Account Manager (AM) services and maintains accounts while providing professional and prompt support to our clients, carrier representatives, vendor partners, and HUB colleagues.
The AM also works independently, as well as cooperatively, with Producers and the entire client team to deliver all HUB services to assigned clients throughout the policy cycle.
This role plays a key part in positively impacting customer satisfaction and will support the organic growth goals of the organization - whether through account rounding, cross-selling, or support in the development of new business.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
REQUIREMENTS:
AND ABILITIES:
Required Experience: 5-7 years of relevant experience
Required Travel:
Required Education:
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 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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Employee Benefits Account Manager professionals in Doral
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Gabriel Guerra
I have over 10 years of client facing consulting, sales and account management experience. I have a ...
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Daniel Lugo
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Hugo Rodriguez
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