Account Coordinator - Employee Benefits
About the Company
In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing customers with peace of mind through unrelenting advocacy and tailored insurance solutions that put clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a-kind aggregation of entrepreneurs and leaders recognized for excellence throughout the insurance community.
Throughout our network of more than 500 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers people to make the best decisions for customers and the organization, focusing on expanding industry knowledge to better serve clients.
About the Role
The Account Coordinator will provide professional, courteous service to customers, producers, and company personnel. With a positive attitude, the Account Coordinator will provide a high level of support in obtaining, maintaining, expanding, and servicing employee benefits accounts. The role involves working with producers to maintain synergy among HUB corporate goals, carrier requirements, and customer needs.
Responsibilities
- Respond promptly and professionally to the service needs of insureds.
- Provide clerical and technical support to Producers to benefit clients and reach the agency's strategic business goals.
- Assist producers in adding coverages to existing accounts.
- Produce quote requests, spreadsheets, and other related items while verifying their accuracy.
- Maintain controls on renewals to ensure timely preparation and processing.
- Prepare summaries of insurance and proposals as needed for account review.
- Remarket renewals, contact clients, create renewal proposals, and handle other renewal activities in coordination with the producer.
- Refer current and prospective clients to other departments for solicitation of additional lines of business.
- Adhere to all Agency systems, procedures, and state regulations.
- Communicate effectively both orally and in writing.
- Oversee functions performed by Assistant CSSs.
- Maintain required client filing.
Requirements
- Bachelor's degree in a related field, or an equivalent combination of education, certifications, training, and relevant professional experience.
- Life, Accident, and Health Insurance License preferred.
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
- Strong written and oral communication skills.
- Strong organizational and time management skills.
- Broad knowledge of insurance products and ability to work independently.
- Ability to utilize computer programs and understand functionality.
- Less than 1 year of relevant experience.
- High school diploma or equivalent required.
Pay
The expected hourly rate for this position is $30.77/hour and will be impacted by factors such as the successful candidate’s skills, experience, and working location, as well as the specific position’s business line, scope, and level.
Benefits
- Health, dental, vision, life, and disability insurance.
- Flexible Spending Account (FSA) and Health Savings Account (HSA).
- 401(k) retirement accounts.
- Paid-time-off benefits including vacation, sick, and personal days.
- Eligible bonuses, equity, and commissions for some positions.