Medicare & Individual Medical Services Specialist

About Hub

HUB advises businesses and individuals on preparing for the unexpected. As one of the world's largest insurance brokers, HUB focuses on providing peace of mind through tailored insurance solutions.

The Opportunity

The Senior & Individual Services Consultant supports clients in managing their medical and life insurance plans. Key responsibilities include:

• Establishing and maintaining strong business relationships with clients and insurance carriers.
• Performing financial analysis and writing medical plans (quote, present, place coverage).
• Critically analyzing and comparing insurance plans to determine suitability.
• Strategically planning all clients and retaining accounts.
• Educating employees regarding Medicare.
• Generating professional client and carrier correspondence.
• Maintaining accurate and organized account files.
• Updating HUB computer systems and automated agency management systems.
• Ensuring the accuracy of data.
• Providing training as a subject-matter expert to other Client Services team members.
• Supporting other employees within the department.
• Performing other duties and projects as assigned.

Qualifications

• High School / GED with 2+ years of related compliant Medicare insurance sales and service experience.
• Life & Health License.
• AHIP Certified.
• Contracted with various Medicare Carriers.
• Spanish speaking preferred.

Knowledge / Skills / Abilities

• Comprehensive knowledge of carrier strengths and networks.
• Effective and professional communication skills, both oral and written.
• Desire to learn and grow within the insurance industry.
• Ability to respond to customer needs, solicit feedback, and handle difficult situations promptly and accurately.
• Confidence and demeanor to interact with all levels within the organization.
• Ability to gather and analyze pertinent information and facts, solving problems efficiently and thoroughly.
• Proficiency with Microsoft Office Suite and Outlook.
• Critical Thinking: ability to use logic and reasoning to identify strengths and weaknesses of solutions.

Working Conditions And Physical Demands

• Mainly stationary position for the majority of the workday.
• Frequent communication with colleagues and clients in person and on the phone.
• Constantly operates a computer and other office productivity machinery.
• Sometimes moves about inside the office to access file cabinets, office machinery, etc.

WHY CHOOSE HUB?

• Competitive and flexible benefits options including health/dental/vision/life/disability insurance, FSA, HSA, 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity, and commissions.
• Continuous opportunities for growth and development.
• An entrepreneurial culture fostering decision-making for customers and organization expansion.
• Committed to employee investment and future success.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience.

Required Travel: No Travel Required.

Required Education: Diploma.

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.

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