Hub International Senior Account Manager Employee Benefits in Grand Rapids, Michigan

Job Summary:

Manages an assigned book of business while acting with a high degree of independent discretion, autonomy and decision making. Provides professional, courteous service to our clients, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations (93%).

Act as an extension of the producer to enhance and develop client relationships.

Models leadership skills including mentoring, coaching and training of account team.

Role Expectations:

  • Provide quality customer service to existing accounts as referenced in the Roles, Responsibilities and Skills Chart (attached).

  • Manage, organize and conduct client meetings

  • Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.

  • Manages a book of business generally in excess of $900,000 depending on complexity or number of accounts.

  • Analyze coverage and identify gaps for potential account rounding opportunities and to prevent errors and omission issues.

  • Develop and Implement Client Service Plans in partnership with Sales and other channel resources.

  • Ability to independently recognize and resolve complex issues with carriers and clients including overall communication of results to team.

Cultural Expectations

  • Demonstrates honesty, integrity and ethics, keeping your word, does the right thing every time.

  • Demonstrates respect, positive attitude and an environment free of triangulation and judging others.

  • Seeks continuous learning, teaching and striving to get better every day.

  • Sees the uniqueness and unlimited potential of each individual; recognizes that everybody matters.

  • Demonstrates collaboration, team work and a place where great ideas can happen.

Core Competencies

  • Advanced skill level with Microsoft Office Products (Outlook, Word, Excel etc.)

  • Ability to delegate to account team, set priorities and project manage with appropriate follow-up.

  • Proven ability to take ownership of role expectations with accountability to internal and external clients.

  • Advanced insurance knowledge with continuous learning while staying current with changes in industry and regulatory environments.

  • Advanced verbal and written communication skills

  • Ability to utilize creativity and strategic thinking when problem solving.

Qualifications

  • BA or BS degree preferred

  • A Life & Health insurance license

  • At least 7 years of experience servicing large Employee Benefit accounts

  • Exceptional written and verbal communication skills

  • Proficiency with Microsoft Office Suite and PowerPoint programs

  • High energy, detail-oriented self-starter

  • Strong leadership, mentoring, and team-building skills

  • Significant skill in handling competing demands and projects

  • Excellent organizational skills and ability to prioritize and delegate responsibility

  • Willingness to travel

#LI-SJ1

Location: United States, Michigan, Grand Rapids
Required Education: Bachelor's degree (4-year degree)
Required Experience: 7-10 years
Date published: 16-Oct-2018
Department: Account Management & Service
Ref#: P3203_20180726

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 .

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