Company

HUB International LimitedSee more

addressAddressErie, PA
type Form of workFull-Time
CategorySales/marketing

Job description

About this opportunity:
The Account Manager (AM) will manage a book of clients that have 20-99 lives. The AM will market and prepare cost illustrations for Employee Benefits lines of coverage. The individual will have the ultimate responsibility for the assigned book of business and provide support to other team members for all 2-99 groups. Typical functions include client facing, public speaking, a mix of administrative work, benefit information preparation, and special projects as necessary.
In this role, you will:
  • Respond promptly and professionally to the service needs of clients
  • Market coverage via RFP process, organize responses, and produce spreadsheets and other related items while verifying their accuracy
  • Work with clients to deliver employee communications and open enrollment materials
  • Send clients monthly financial reports with comments
  • Prepare renewals, contact clients for updated information, create renewal proposals, and handle other renewal activities in coordination with the Consultant
  • Process client renewal changes, such as new carrier implementation, adding new products, etc.
  • Prepare meeting summaries and follow-up items, making sure all follow-up items are addressed
  • Possess a detailed knowledge of the client's business and industry
  • Establish and maintain strong and productive professional relationships with cognizant insurance carriers and key vendor partners, including a detailed familiarity with carrier and key vendor partner products and services in support of assigned clients
  • Possess a broad knowledge of insurance products and usages and ability to work independently
  • Maintain required internal client filings
  • Ensure that all client service needs are promptly and professionally delivered
  • Possess a mastery of the various HUB resources and tools that are available via "HUB Today"
  • Have knowledge about and comply with HUB systems, procedures, and state/federal insurance regulations
  • Maintain applicable licensing by participating in continuing education
  • Possess a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media to the client
  • Travel to clients' sites for meetings around the state of PA

What you offer us:
  • High school diploma required, though bachelor's degree preferred
  • 2- 5 years of Employee Benefits Account management experience within an agency
  • Current Pennsylvania Life, Accident, and Health License
  • Exceptional written and verbal communication skills
  • Proficiency with Microsoft Office Suite
  • High energy; detail-orientation; self-starting
  • Significant skill in handling competing demands and projects
  • Excellent organizational skills and ability to prioritize and delegate responsibility
  • Strong and efficient time management skills

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 (3 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

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 at http://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 or USRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Refer code: 7478632. HUB International Limited - The previous day - 2023-12-29 09:06

HUB International Limited

Erie, PA

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