Account Support Coordinator

HUB International • Fort Worth, TX • 2h ago

Primary Role:

As an Employee Benefits Account Administrator, you will be responsible for assisting Account Managers and Account Executives with the servicing of assigned Employee Benefits accounts in accordance with the practices, policies, and procedures of the Company.

Duties and Responsibilities:

Coordinate the servicing of assigned accounts with the Account Manager

Enter data as required by insurance company automation systems

Provide support to the Account Manager on pre-renewal processes

Handle correspondence and the clerical processing of accounts including applications and computer input of each account

Process certificate of insurance requests as needed

Help trackcancellation/reinstatementsystem for EB accounts

Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose

Conduct business from a professional standpoint and willingness to learn

Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms asrequired.

Review and process change requests in the broker management system

Prepare policies for policy check and delivery to clients

Maintainan accuratesuspense system on all items that require a response

Responsible for scanning/electronic filing of communications and documents

Input/maintaindata on account management system and ancillary systems asrequired

Attends industry related continuing education training and courses.

Follow HUB Broker Standards

Key Competencies:

To perform the job successfully, an individual shoulddemonstratethe following competencies:

Team Work- Supports all organizational departments in a collaborative effort for everyone to succeed.??

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

Quality Management - Demonstrates attention to detail.

Project Management - Ability to work with a team and adhere to deadlines

Experience and Education

3 Years of administrator related work experience (Insurance Industry experience preferred)

High School diploma or equivalent

Bachelor's degree preferred

Other Requirements:

Dependable transportation

Communication/Language Skills:

Ability to read and interpret documents such as safety rules,operatingand maintenance instructions, and procedure manuals. Ability towriteroutine reports and correspondence. Ability to speakeffectivelycustomers and teammates.

Reasoning Ability:

Ability to define problems, collect data,establishfacts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills:

To perform this job successfully, an individual should be proficient in Microsoft Office including Excel,Wordand Power Point

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: Associate degree (2-year degree)

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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