Account Coordinator - Employee Benefits

HUB International; Chicago (IL); On-site; USD 64,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Bonuses/equity/commissions where role‑

Job summary

HUB International in Chicago seeks an Account Coordinator to provide professional, courteous service to customers, producers and internal staff. You will support obtaining, maintaining, expanding, and servicing employee benefits accounts and work with producers to align HUB goals with carrier requirements and client needs.

The role requires a Bachelor's degree (or equivalent), strong MS Office skills, excellent communication, and organizational abilities.

Qualifications

• Bachelor's degree or equivalent required; related professional experience acceptable.
• Life, Accident and Health Insurance license preferred.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
• Strong written and oral communication and organizational skills.

Responsibilities

• Respond promptly and professionally to the service needs of our insureds.
• Provide clerical and technical support to Producers to benefit clients and achieve agency goals.
• Assist producers in adding coverages to existing accounts.
• Prepare quotes, spreadsheets and related documents with accuracy.
• Maintain renewal controls for timely processing.
• Prepare summaries of insurance and proposals for account reviews.
• Coordinate renewal activities with producers and clients.
• Refer clients to other departments for cross-selling lines of business.
• Adhere to agency systems, procedures, and state regulations.
• Communicate effectively in writing and verbally.
• Oversee functions performed by Assistant CSSs and maintain client filing.

Skills

Written communication

Oral communication

Organizational skills

Time management

Client service

Education

Bachelor's degree or equivalent

Life, Accident and Health Insurance License preferred

Tools

Microsoft Office Suite

Job description

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.

Why Choose HUB?

Throughout our network of more than 500 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.

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

Summary

The Account Coordinator will provide professional, courteous service to our customers, producers, and company personnel. With a positive attitude, the Account Coordinator will provide a high level of support in obtaining, maintaining, expanding, and servicing our employee benefits accounts. The Account Coordinator will work with producers to maintain synergy among HUB corporate goals, carrier requirements, and the needs of our customers.

Job Duties

• 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.

Qualifications

• Bachelor's degree in a related field, or an equivalent combination of education, certifications, training, and relevant professional experience that demonstrates the knowledge, skills, and abilities required for success in the role.
• Life, Accident and Health Insurance License preferred
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
• Strong written and oral communication skills
• Strong organizational and time management skills.

The expected hourly rate for this position is $30.77/hour 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 such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Department Account Management & Service

Required Experience: Less than 1 year of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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.

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