Address
Form of workPrimary Role:
The Account Administrator works closely with the Plan Analyst/Producer/Account Executive in marketing and presentation of renewal and new Employee Benefit Plans. This role assists the Account Manager with the day to day customer service.
Duties and Responsibilities:
Work closely with Plan Analysts, Account Managers or Producer/AE for specific training and mentoring
Assist other Account Administrators or Producer/AE in marketing/renewal process
Request marketing data from clients and/or carriers
Assist in analyzing quotes received to determine best options
Produce spreadsheets and reports using applicable computer applications
Assist with new enrollments and terminations as directed by Account Manager
Acquire working knowledge of BMS (Benefit Point)
Enter and maintain group and policy information in BMS (BenefitPoint) as direct by Account Manager
Working knowledge of carrier websites
Update client records on a daily/weekly/monthly basis
Assists in creating presentation materials for clients
Work closely with Producer/AE/Plan Analysts throughout annual renewal and/or new business process providing administrative support and analysis skills to meet case timeline targets
Assist in negotiation renewal increases and options
Communicate with carriers in gathering information on new products and market changes and assist with ancillary product presentations to clients
Answer phones, providing information and receiving information to/from clients for Producer/AE
Input timely and accurate information/documentation in BMS (BenefitPoint)
Back up and support Account Managers/ Producer/Account Executive, to meet deadlines
Cross-train in various other areas, as identified by Team
Assist with special projects, as assigned
Performs other duties as assigned
Must follow HUB Broker Standards
Key Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:
Team Work – Supports everyone's efforts 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 lead a team and adhere to deadlines
Qualification Requirements:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Experience and Education
1-3 Years Office Experience (Accounting Experience a Plus)
Bachelor’s Degree desired, but not required
L & H License required or must be able to obtain within 120 days of hire
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.
Other Requirements:
Must hold a valid Driver’s License
Dependable transportation
Public Speaking/Language Skills:
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively customers and teammates.
Bilingual in English and Spanish a big plus.
Math Skills:
- Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Reasoning Ability:
- Ability to define problems, collect data, establish facts, 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, Word and Power Point; follow guidelines on working in the BMS (BenefitPoint) for premium efficiency with your team.
About Us
HUB International is a recognized global leader dedicated to helping individuals and
companies navigate risk and manage the complexities of insurance.
Join the HUB team!
Apply today!
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
EEOAA Policy
E-Verify Program
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 US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, Employee Benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.
