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

Working conditions

Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available. Some travel may be required during the year.

Physical requirements

Must be able to lift 20 lbs.

Direct reports

N / A

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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 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 (https://hubinternational.jobs/eeo/)

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