Employee Benefits Client Manager

At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

We are currently looking for an Account Manager. This requires an individual who is professional and displays the drive, determination, and self-motivation to support our clients. Specifically, your mission will be to service and maintain existing accounts.

In this role, you will:

If you're a good fit for this position, you already know most of what this job entails. However, to be sure we're providing a complete picture, here are some details. Pivotal to your success will be your ability to develop relationships with clients from the start, discovering their goals and challenges. Your activities also will include:

  • Manage the internal control and handling of clientele; participate in the servicing of accounts
  • Provide the necessary customer service for assigned accounts, which includes handling daily emails and phone calls from customers and producers
  • Market renewals as required
  • Process change requests, check policies, endorsements, audits, and cancellations for accuracy
  • Maintain required data in the agency management system and electronic filing
  • Extensive work in excel spreadsheets for product illustrations
  • Maintain a small book of business while assisting with the processing of client and prospects needs
  • Participate in the bid process which involves, initiating requests for quotes, compiling correspondence related to quotes, following up on requests for quotes, and compiling spreadsheets as bids are received
  • Participate in the proposal process which involves preparing written proposals from bids received from carriers, fielding questions from clients and carriers, maintaining professional correspondence, and attending meetings with clients as necessary

What you offer us:

  • Life & Health Producer's License
  • Previous employee benefits experience, preferably within an agency
  • A high school diploma with some college preferred
  • Proficiency in MS Office
  • Above average telephone techniques and the ability to effectively communicate with prospective and existing clients as well as, other staff members
  • Ability to understand policy forms and coverage descriptions
  • Excellent written and oral communication skills
  • Excellent organizational and prioritization skills
  • Willingness to attend educational classes desired
  • High attention to detail essential

What we offer you:

  • A rewarding job that helps local businesses in the community
  • Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
  • Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)
  • A work/life balance because that's important for all of us
  • Learn from the expertise of your coworkers
  • Growth- HUB is growing, and so can your career
  • Be part of a motivated team

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