Account Manager

About Specialty Program Group: Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.

About SBR Ancillary, a division of Strategic Benefit Resources: SBR is a division of Specialty Program Group, a wholly owned subsidiary of HUB International. Our mission is to solve problems, create a better experience, and produce results for our broker, carrier, and benefits technology partners. We pride ourselves on encouraging creativity with each problem, embracing collaboration at every opportunity, and empowering commitment to expected results. Our expertise lies in dental, vision, life, disability, supplemental health, and leave management. Our organization is comprised of four integrated teams: marketing, client service, leave management solutions, and business operations. As an extension of a brokerage’s consulting and service teams, we support marketing, sold case implementation, account support, renewal management, analytics & insights, carrier eligibility, benefits technology builds, and leave administration & state disability compliance.

About the Position: An ideal candidate for the Account Manager position will have a general understanding of all ancillary products and has had limited experience in a carrier or brokerage account management or service role. Working in tandem with Marketing, this individual will help quarterback all RFP activities. For an assigned block of business, this individual will also be responsible for all ongoing account management, renewal support, and sold case implementation support. Attention to detail and effective prioritization are critical for success in this role.

Key Responsibilities:

• Accountable for servicing small group and large group clients, serving as the quarterback and day-to-day broker contact.
• Leverages ancillary benefits knowledge and expertise in carrier processes to mitigate issues and advocate for desired broker and client outcomes, to include ongoing service inquiries, plan amendments, carrier escalations, renewal negotiations, marketing, and implementation.
• Manage the sold case implementation process end-to-end.
• Drive the renewal process, including identifying plan benefit enhancements and other add/issue opportunities to round out revenue.
• Adheres to all clearly defined best practices and Service Level Agreements (SLAs) to ensure we’re providing a timely and quality deliverable to our broker partners.
• Maintains all service activities, renewal outcomes, and add/issue opportunities in the organization’s Customer Relationship Management system (CRM) to ensure seamless integration with cross-functional teams.
• Builds relationships with internal colleagues as well as external broker and carrier partners.
• Support internal accounting resources as needed to ensure timely and accurate revenue collection.
• Implements continuous improvement initiatives with strategic direction from leadership and support from colleagues.

Qualifications:

• Bachelor’s degree or higher
• 1-3 years’ experience in account management or service role within a carrier or brokerage organization
• Understands ancillary products (dental, vision, life, disability, and supplemental health)
• Holds active life, accident, and health license
• Thrives in a fast-paced environment and comfortable with organizational change
• Meticulous attention to detail
• Effective communicator with proven ability to collaborate cross-functionally
• Self-starter who excels with minimal oversight or direction
• Adaptable and capable of balancing competing priorities
• Strong sense of curiosity and willingness to learn
• Team-oriented mindset

Work Location: This is a 100% remote position working in your local time zone. Access to a local office may be available upon request.

Salary Transparency: The expected salary range for this position is $85,000-$95,000 and will be impacted by factors such as the successful candidate’s skills, experience and working 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 eligible bonuses, equity, and commissions for some positions.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: Bachelor's degree (4-year degree)

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 http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

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