Senior Account Manager - Employee Benefits
or drop it. The posting includes "Required Experience: 7-10 years of relevant experience", "Required Travel: No Travel Required", "Required Education: High school or equivalent". These are specifics; we could include them in a paragraph under maybe "Details". But we should not create headings for Job ID etc. We can include a short paragraph after Qualifications maybe. We must not include boilerplate like EEO, Reasonable Accommodations, E-Verify. Remove those. We need sections only when posting has real specific content. So we can have: -
About HUB
with paragraph(s) -Why Choose HUB?
with paragraph(s) -We Are The Perfect Fit If You
with- items (the bullet list)
-
Responsibilities
with- items (the long list)
-
Qualifications
with- items (the list)
- Possibly a
for hybrid role note and metadata like required experience/travel/education. But we must not repeat job title as heading. Not needed. We need to preserve all substantive information; do not invent or summarize away detail. So we need to include the hybrid role note: "This is a hybrid role, requiring three days per week in the office." Could be a
at top. Also include "Servicing HUB’s Customer Service professionals provide critical support..." paragraph. Also include "This role requires an individual who is professional..." paragraph. We need to ensure we don't duplicate lines. Let's extract content. First line: "This is a hybrid role, requiring three days per week in the office.**" The double asterisk maybe formatting; ignore. Then "About HUB 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 our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our 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 their excellence throughout the insurance community." We can split into paragraphs. Then "Why Choose HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our 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 our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction." Then "We Are The Perfect Fit If You are seeking a progressive work environment at a rapidly growing organization have a desire to help others protect their future have an entrepreneurial spirit and are challenged by the opportunity to grow the business are focused on learning and development to enhance your industry knowledge and expertise are a self-starter willing to invest time and energy to learn the technical aspects of our business believe in integrity and building success by developing relationships with others" These are separate bullet points but currently as a run-on sentence. We need to turn each into
- . Let's split by "have a desire", "have an entrepreneurial spirit", etc. Actually the text: "We Are The Perfect Fit If You are seeking a progressive work environment at a rapidly growing organization have a desire to help others protect their future have an entrepreneurial spirit and are challenged by the opportunity to grow the business are focused on learning and development to enhance your industry knowledge and expertise are a self-starter willing to invest time and energy to learn the technical aspects of our business believe in integrity and building success by developing relationships with others"
We can interpret each clause as a bullet:
- seeking a progressive work environment at a rapidly growing organization
- have a desire to help others protect their future
- have an entrepreneurial spirit and are challenged by the opportunity to grow the business
- are focused on learning and development to enhance your industry knowledge and expertise
- are a self-starter willing to invest time and energy to learn the technical aspects of our business
- believe in integrity and building success by developing relationships with others
We'll produce
- for each. Then "Servicing HUB’s Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative solutions. This role requires an individual who is professional and who displays the drive, determination, and self-motivation to maintain a client base. The individual will provide professional, courteous account management and broker services to assigned clients, having the primary responsibility for account retention. The Senior Account Manager will work alongside a Producer to service and maintain existing accounts while uncovering opportunities for increasing business." We can split into two paragraphs: first about Servicing..., second about This role requires... Then "Responsibilities" heading with bullet list. Let's extract bullet points from the responsibilities paragraph (it's a long sentence with many statements separated by periods). We'll split each sentence into a bullet. Responsibilities text: "Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Establishes and maintain strong and productive professional relationships with decision makers for assigned HUB clients. Possesses a detailed knowledge of the client’s business and industry. Possesses a mastery of the various HUB resources and tools employing same to best serve assigned clients. Articulates strategies to clients on: cost management, benefits technology, compliance, employee communication and engagement, health and performance, and HR advocacy. Understands clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independently. Possesses a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media. This may range from conducting an employee meeting to a sales or renewal presentation at a client’s office. Manage, organize, and conducts client meetings. Set up, prepare for and attend meetings – ensuring producer is informed. Meetings may be independent of producer attendance. Establish and maintain strong and productive professional relationships with insurance carrier and other vendor marketing, and underwriting staff, including a detailed familiarity with each vendor’s products and services in support of assigned clients. Stays abreast of changes in the insurance industry and other external conditions that may impact our customers. Be actively involved with professional and/or civic associations on behalf of HUB. Provides a high level of support to Producers in obtaining, maintaining, and expanding business. Ensure Producer is fully informed about and prepared for all client meetings and interfaces so as to be able to competently and proactively manage the client relationship. Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve claims and billing issues. Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate. Act as liaison for the department for a carrier, vendor, or HUB resource. Those duties include: Develop initiatives, marketing materials and other tools required to successfully implement and manage project; Act as conduit, trainer, and resource to other HUB staff; participate in monthly staff meetings; update HUB leadership on ongoing activities that support and drive organic growth, retention, and profitability. Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems. Knowledgeable about and comply with HUB systems, procedures and state/federal insurance regulations. Travels on company business as required. Prepares reports for management as required. Supports, mentors, and trains staff, as necessary. Pursue a program for personal and professional development, attending industry related continuing education training and courses. Perform other duties and projects as assigned, including general clerical support." We'll turn each sentence into
- . Some sentences have multiple sentences combined; we can split at periods. Now Qualifications heading with bullet list: "BA or BS degree preferred A NM 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" We'll make each a
- .
Then after Qualifications we have "LI-#MM Department Account Management & Service Required Experience: 7-10 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent". This is metadata; we can put in a
maybe: "Department: Account Management & Service. Required Experience: 7-10 years. Required Travel: None. Required Education: High school or equivalent." Also include LI-#MM maybe as a code; we can drop or include as note. We'll include as a short paragraph. We must not include EEO etc. Now produce HTML fragment. We'll start with
for hybrid note. Then
About HUB
with paragraphs (maybe two paragraphs). We'll keep as one paragraph. ThenWhy Choose HUB?
with paragraph(s). ThenWe Are The Perfect Fit If You
with- .
Then maybe
About the Role
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should use those exact headings when appropriate. We have "About HUB" not exactly "About the role". But we could use "About the role" heading for the Servicing... and This role requires... content. However we also have "About HUB" which is about company; maybe we could treat that as "About HUB" but not in list. The instruction says usefor section headings (e.g. About the role
- items (the list)
- Possibly a
- items (the long list)
-