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HUB International

Global insurance brokerage and risk management

Account Manager - Employee Benefits

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeHybrid

About the Job

Requirements

  • A Life, Accident and Health Insurance License is required.
  • A bachelor's degree in a related field is required, or an equivalent combination of education, certifications, training, and relevant professional experience demonstrating the required knowledge, skills, and abilities.
  • 2–5 years of related experience working as an Account Manager or Account Representative in the employee benefit arena.
  • Strong ability to listen, discern, and prioritize with clients, colleagues, and carrier representatives based on a thorough understanding of relevant issues.
  • Ability to comprehend and follow instructions; maintain attention and concentration for necessary periods; carry out written, oral, or diagrammatic instructions; adapt to situations requiring precise attainment of set limits, tolerances, or standards; and respond appropriately to changes in the work setting.
  • Above-average written and oral communication skills.
  • Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
  • Ability to use and demonstrate proficiency in broker management systems.

Responsibilities

  • Manage a book of Middle Market insurance business, generally with annual revenue per account greater than $5,000, using independent discretion, autonomy, and decision-making.
  • Provide professional and courteous service to clients, carrier representatives, business partners, and HUB colleagues to meet or exceed account-retention expectations.
  • Support Producers, in coordination with Account Executives, in obtaining, maintaining, and expanding business.
  • Identify opportunities to cross-sell and up-sell HUB products and services when appropriate for clients’ needs.
  • Work independently and cooperatively with Producers and Account Executives to deliver services to assigned clients throughout the policy cycle, including stewardship reports, risk-control services, coverage outlines and proposals, claims reviews, and marketing emergent and renewal coverage requests.
  • Participate with account team members in monthly Top Account meetings.
  • Produce binders, certificates, endorsements, and other policy-related documents, directly or with HUB colleagues, in a timely manner and verify their accuracy.
  • Understand clients’ insurance objectives; analyze and compare insurance plans to determine suitability; stay informed about insurance-industry changes and other external conditions that may affect clients; and recommend responses to clients without requiring manager approval.
  • Liaise between clients and insurance carriers to resolve escalated complex service issues requiring policy interpretation and experience-based judgment; negotiate with underwriters and carriers when needed; and troubleshoot claims and billing issues.
  • Manage, organize, and conduct client meetings when necessary.
  • Document transactions with clients and carrier representatives, update broker management systems as required, and ensure system data accuracy.
  • Support, mentor, and train lower-level colleagues as necessary.
  • Attend industry-related continuing-education training and courses.

About the Company

HUB International

Global insurance brokerage and risk management

HUB International is a global insurance brokerage that provides property and casualty, life and health, employee benefits, investment services, and risk management products and services to individuals and businesses. It works by connecting clients with insurance carriers and financial partners through a network of local offices, tailoring coverage and managing programs; it earns commissions and fees for brokerage and risk advisory services. The company differentiates itself with a decentralized model that integrates many local brokerages into a single network, blending local expertise with global resources for personalized solutions and broad geographic reach. Its goal is to help clients protect people, property, and earnings by delivering integrated insurance, benefits, and risk-management solutions at scale.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1998

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