HUB International Limited ("HUB") is the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 750 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
General Purpose
Provides clerical assistance to Account Executives. Training to become Account Executive and manage book of business. Manage low complexity account servicing issues on small/medium size accounts. Handle account data entry and maintenance in Agency Management System.
Core Responsibilities
Assists Account Executives with daily client management issues.
Performs account maintenance on assigned portfolio of accounts, including, updates to client files, scanning and attachment of plan documents, and various applications.
Assists in the resolution of common account issues through internal Underwriting infrastructure and/or matrix partners.
Typical Additional Responsibilities
May work on small size projects.
May research and resolve low complexity billing, claims and enrollment issues.
Knowledge/Skills & Abilities Required
College degree or equivalent work experience.
Basic analytical & problem-solving skills.
Good verbal and written communications skills that can be developed further.
Good interpersonal skills that can be developed further.
Proficiency with Microsoft Office Suite
Detail-oriented in order to ensure account data integrity.
Ability to multi-task.
Core Competencies
Inspires shared vision/passion
Fosters collaboration
Technical/functional expertise
Results oriented
Complexity & Scope
Manages low complexity accounts, defined as having 1-3 real account numbers, with 1 funding arrangement type and 2-3 product types.
Dedicated to one business platform (PROCLAIM, Medicom or Equicor)
Supports small market accounts.
Interfaces with Sales organization, matrix partners
May interface with clients
Freedom to Act
Receives guidance from reference materials, coworkers, and supervisor on issues
Metrics exists and standards have to be met
Refers to reference materials on standard day-to-day issues
Work will be audited periodically
Leadership - None
The expected pay range for this position is $32.96 an hour to $35.72 an hour and will be impacted by factors such as the successful candidate's skills, experience, and work location, as well as the specific position's business line, scope, and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and commissions for some positions.
Department Sales
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
HUB International Limited is an equal opportunity 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.
E-Verify Program (https://hubinternational.jobs/e-verify/)
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