- High school diploma/GED (college preferred)
- 2+ years of working in employee benefits
- Strong verbal and written communication skills
- Analytical and problem-solving abilities
- Proficient in Microsoft Office – intermediate user level preferred
- Excellent organizational skills
- Ability to work well under pressure with attention to detail
- Team oriented self-starter with ability to prioritize, monitor and control workflow deadlines and be flexible
- Detail oriented
- Sense of urgency
- Understanding of benefits & benefit terminology
- Proficient typing ability
- High degree of independence and problem-solving skills
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Account Manager, Employee Benefits - Sandy, United States - HUB International
Description
WHO WE ARE:
HUB International was born in 1998 with the merger of 11 privately held insurance brokerages.
That number has grown to a network of more than 400 integrated brokerages across North America - all carrying the HUB banner.
Today, HUB is one of the largest insurance brokers in the world, and represents a broad, deep, one-of-a-kind aggregation of insurance entrepreneurs.
THE OPPORTUNITY:
The purpose of the Account Manager is to collaborate with Sales Producers and Account Executives to maintain synergy between HUB International Utah, carriers, and clients.
The Account Manager provides the highest quality of professional service to every customer and assists the Account Executive with servicing all areas of the account in a timely manner.
Duties include arranging monthly and quarterly client meetings, follow-up efforts, compliance research, renewal requests and coordination, new business carrier quotes and proposals, review of plan documents and certificates of insurance, etc.
In addition, Account Managers are expected to help answer questions, provide professional information, and help the Account Executives enhance existing policies.
POSITION RESPONSIBILITIES:
Manage HUB Utah's new business onboarding workflow
Coordinate and attend meetings with clients and carriers
Assist insured members with insurance related questions
Research and respond to client questions and requests
Coordinate internal resources to address client projects and requests
Keep all team members abreast of client projects and requests
Keep open client projects and requests moving forward to find timely resolution
Assist with compliance-related research
Compile renewal analysis and create annual benefit guide documents
Create carrier request for proposals, and client proposal in Plansight software system
Review annual Contracts, Certificates of Insurance, and Summary Plan Documents
Assist with paperwork for new and renewing business
Onboard new business
Respond timely to emails, messages, and other requests
Maintains positive relationships both internally and externally
Maintain HUB Values including HIPPA Compliance
Other tasks as discussed with manager
FACTORS FOR SUCCESS:
WHAT HUB HAS FOR YOU:
At HUB, we believe in giving our employees the room and space they need to do their job.
We believe in paying a fair wage and offering great benefits like a 401k plan where the Company matches 50% of the first 6% you contribute.
Medical options, dental options, vision coverage, paid vacation, paid holidays. We have it all.Our work environment encourages critical, independent thinking, problem-solving and project-management.
We trust our employees to make good decisions for our clients and we give them the space to do that.
LIKE US SO FAR?
Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population.
#CA
#LI-RB1
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel:
No Travel Required
Required Education:
Bachelor's degree (4-year degree)
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.
Hi, we're HUB.In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
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.
For more information, please visit
