Account Manager, Personal Insurance
HUB International
Client Relationship Manager, Employee Benefits
HUB International
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $75,000 - $100,000 per year
Job Level
Mid-LevelSenior
About the role
- Responsible for assisting the Producer with client relations and service, sales, and administrative activities of new and existing group benefit accounts.
- Responsible for client retention and building strong relationships with client personnel.
- Maintain a thorough understanding of client’s business, insurance objectives, and benefit program.
- Daily management of assigned client accounts, including but not limited to, claims questions, administrative issues, client requests, and technology needs.
- Work independently and with the Producer, based on the client needs.
- Market new business/renewal accounts, review quotes, prepare new business and renewal proposals/spreadsheets, reports and supplemental sales materials for presentation to prospects and clients.
- Create and prepare open enrollment materials, communication pieces and PowerPoint presentations, as determined necessary for the client.
- Conduct client presentations, renewal and open enrollment meetings, in the absence of the Producer.
- Planning, implementation and carrier coordination of employee meetings for new/renewal plans, completion of new business/carrier change application forms and ensure a smooth implementation process.
- Provide recap of meeting/conference call notes to Producer
- Responsible for maintaining current and accurate client information in the HUB Agency Management System, Benefit Point and/or BUS, for assigned clients.
- Review compliance requirements with client and provide timely legislative updates.
- Obtain claim reports for monthly, quarterly and/or semi-annual claims analysis, based on availability from carrier.
- Responsible for implementation of Client Service Plan calls/quarterly meetings, mid-year reports, as deemed necessary.
- Ensure clients with over 100 employees understand 5500 filing and compliance criteria.
- Contribute to the enhancement of client services/sales and maintain a familiarity with industry developments and changes with insurance carriers and both Federal and State laws.
- Attend and complete all training sessions required by HUB Corporate or Management.
- Abide by all regulations, policies, work procedures and instructions.
- Other responsibilities/duties as assigned or requested by Management.
Requirements
- Three years of experience in employee benefits account management; preferably at a broker agency.
- Valid current Life/Health license required.
- Familiarity with state and federal compliance regulations and industry trends/best practices.
- Intermediate to advanced proficiency with Microsoft Office products.
- Detail oriented with the ability to prioritize and multitask.
- Excellent organizational, interpersonal, and written and verbal communication skills.
- Outstanding customer service skills.
- Ability to work independently, as well as, in a team environment.
- Strong working knowledge of Agency Management Systems such as BenefitPoint, Brokerage Builder, EPIC. (Preferred)
- Proficient in the use of virtual meeting software, such as Microsoft Teams, Zoom, and GotoMeeting. (Preferred)
- Knowledge of underwriting principals, alternative funding arrangements and self-funding, a plus. (Preferred)
- Ability to analyze claims and renewal data for large fully-insured and self-funded accounts. (Preferred)
- College degree preferred but not required.
- Bilingual abilities in English and Spanish. (Preferred)
