Manages all aspects of the account-service process
Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures
Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability
Establishes and maintain strong business relationships with clients and insurance carriers
Serves as client point of contact for day-to-day eligibility, claims, billing and benefit administration inquiries
Acts as liaison between clients and insurance carriers to resolve service issues
Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives
Updates all HUB computer systems and automated agency management systems; ensures the accuracy of data
Makes appropriate recommendations to clients in response to changes in the insurance industry
Attends industry related continuing education training and courses
Lead implementation of new and renewal plans or programs
Facilitate Ben Admin/HRIS System Updates (Ease, ADP, Paylocity, etc.)

High School Diploma / GED; College degree strongly preferred
3-5 years of benefit insurance related experience (brokage preferred) or equivalent combination of education & experience
Life & Health License or wiliness to obtain with 3 months
Ability to effectively and professionally communicate orally and in writing with internal and external customers
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
Confidence and demeanor to effectively interact with all levels within the organization
Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems

Account Manager, Employee Benefits

Key skills