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Employee Benefits, Account Manager

3 months ago

Scottsdale, United States HUB International Full time

HUB’s Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services which makes us a leading sales and service organization in the insurance industry. This Account Management role requires an individual who is professional and who displays the drive, determination, and self-motivation to build a business. Specifically, your mission will be to service and maintain exiting Employee Benefit accounts while uncovering opportunities for increasing business.

**In this role, you will**:
Manage an Employee Benefits book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making

Provide professional, courteous service to our EB clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations

Provide a high level of support to EB Producers in obtaining, maintaining, and expanding business

Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts

Acquire understanding of clients’ insurance objectives and critically analyze and compare insurance plans to determine suitability. Stay abreast of changes in the insurance industry and other external conditions that may impact our clients.

Make appropriate recommendations to clients in response to those changes independent of manager approval

Act as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve. May also negotiate with underwriters and carriers.

Troubleshoot claims and billing issues

Responsible for overall retention of accounts in assigned book of business

Manage, organize, and conduct client meetings when necessary

Appropriately document conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems

Travel on company business as required.

**What you offer us**:
Life & Health insurance license

A high school diploma required; some college preferred

Above-average technique and ability to communicate effectively with prospective and existing clients, as well as other staff members both verbally and in writing.

Proficiency with Microsoft Office Suite (Word, Excel, Outlook, Power Point)

Ability and willingness to utilize company’s computer system and software

Ability to understand policy forms and coverage descriptions

Organizational skills required

High attention to detail essential

**What we offer you**:
A rewarding career in the healthcare industry and local business community

Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options

Generous time-off policies

A work/life balance because that’s important for all of us

Opportunities to learn from, mentor and be mentored by your coworkers

Growth
- HUB is growing, and so can your career

Be part of a motivated team and a strong company culture focused on innovation and cooperation for the benefit of everyone

Department Account Management & Service

**Required Experience**: 2-5 years of relevant experience

**Required Travel**: No Travel Required

**Required Education**: Some college (no degree)

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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