Account Manager, Employee Benefits

HUB International • Sandy, UT • 2h ago

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.

Duties and 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 Perfect Quote 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

Skills/Qualifications:

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

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity 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.

E-Verify Program (https://hubinternational.jobs/e-verify/)

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 recruiting team HUBRecruiting@hubinternational.com . 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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