Student Health Account Manager

Primary Role:

The Student Health Account Manager works collaboratively with the Producer and Sr. Account Manager/Account Executive managing a book of business. Coordinates and provides day-to-day service for student health clients by maintaining client relationships supporting client retention, maintaining a strong carrier relationship and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.

Duties and Responsibilities:

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, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations

Provides a high level of support to Producer in obtaining, maintaining and expanding business

Works closely with Producer and other HUB personnel on all aspects of client service, marketing and renewal while adhering to HUB Broker Standards

File formation/review of client enrollment file to be uploaded to carrier sites

Assist in design and implantation of sales/marketing tools with Strategic Resource Coordinator

Communicate with clients regarding claims issues/questions regarding insurance (domestic and international)

Assist in creating client presentations

Troubleshoots billing issues

Responsible for overall retention of accounts in assigned book of business

Organizes client meetings when necessary

Prepares reports for management as required.

Attends industry related continuing education training and courses.

Performs other duties and projects as assigned.

Key competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

Teamwork supports all organizational departments in a collaborative effort for everyone to succeed

Written Communication Writes clearly an informatively; Edits work for spelling an grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

Initiative Volunteers readily; Seeks increased responsibilities; Takes independent action and calculated risks; Asks for and offers help when needed.

Quality Management Demonstrates a great attention to detail.

Project Management Ability to contribute to the team an adhere to deadlines

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of knowledge, skill and/or ability required. Reasonable accommodations may be made to ensure individuals with disabilities are able to perform the essential functions.

Experience and Education:

At least 3 Years of experience in an Account Manager/Account Administrator role in an Insurance Environment

High School Diploma

Bachelors degree preferred but not required

Life & Health license required or able to obtain with 120 days from hire

Physical Requirement:

The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee is regularly required to talk or hear. The employee is frequently required to stand, walk, sit and use hands to finger, handle or feel. The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by this job include close vision and distance vision. Some travel required by car to meet with clients and other outside events.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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 .

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