Account Coordinator - Employee Benefits
HUB International is one of the world's largest insurance brokers, dedicated to providing tailored insurance solutions. The Account Coordinator will deliver professional service to customers and assist producers in managing employee benefits accounts, ensuring alignment with corporate goals and client needs.
Responsibilities
- Respond promptly and professionally to the service needs of our insureds
- Provide clerical and technical support to Producers to benefit clients and to reach agency's strategic business goals
- Assist producer 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
- Refers current and prospective clients to other departments for solicitation of those lines of business
- Adhere to all Agency systems, procedures and state regulations
- Communicate effectively orally and in writing
- Broad knowledge of insurance products and usages and ability to work independently
- Ability to utilize computer programs and understand functionality
- Oversee functions performed by Assistant CSSs
- Maintain required client filing
Skills
- Bachelors degree required
- Strong written and oral communication skills
- Strong organizational and time management skills
- Life, Accident and Health Insurance License preferred
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
Benefits
- Health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- Paid-time-off benefits such as vacation, sick, and personal days
- Eligible bonuses
- Equity and commissions for some positions
Company Overview