Team Leader, Account Management

3M HEALTHCARE; Sandy (UT); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HSA funding

401(k) with company match

Life insurance

Short-term disability

Long-term disability

Paid time off

Wellness programs

Career growth

Job summary

HUB International Limited in Sandy, Utah, is seeking an experienced account management professional to mentor teams and manage a book of insurance business with significant autonomy. The role involves client service, collaboration with producers and carriers, and contributing to new business development.

Required are a Life and Health Insurance license and a high school diploma (college degree preferred). Strong communication, MS Office skills, and familiarity with Benefit Point and Monday.com

Qualifications

• Life and Health Insurance license is required.
• High school diploma is required; college degree preferred.
• Strong written and oral communication skills are essential.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
• Proficiency or ability to learn Benefit Point, Monday.com, and other software.
• Ability to understand policy forms and coverage descriptions.

Responsibilities

• Supports, mentors, and trains Account Managers and Assistant Account Managers as needed.
• Manages a book of insurance business with autonomy and decision-making.
• Provides professional, courteous service to clients, carriers, underwriters, and partners, aiming for high retention.
• Supports Producers in obtaining, maintaining, and expanding business.
• May develop new business and account rounding per policies and procedures.
• Oversees transactions, paperwork, and processing for assigned accounts.
• Understands clients' insurance objectives and analyzes plans for suitability; tracks industry changes.

Skills

Life and Health Insurance license

Strong written and oral communication

Microsoft Office Suite

Benefit Point

Monday.com

Organizational skills

Education

High school diploma

Tools

Benefit Point

Monday.com

Job description

Responsibilities

• Supports, mentors, and trains Account Managers and Assistant Account Managers, as necessary
• 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, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
• Provides a high level of support to Producers in obtaining, maintaining, and expanding business
• May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues
• Responsible for overall retention of accounts in assigned book of business
• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate
• Manages, organizes, and conducts client meetings when necessary
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems
• Attends industry related continuing education training and courses

Qualifications

• Life and Health Insurance license
• High school diploma required; college degree preferred
• Strong written and oral communication skills
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
• Proficiency or ability to learn Benefit Point, Monday.com, and other software
• Ability to understand policy forms and coverage descriptions
• Organizational skills required
• Willingness to attend educational classes desired
• High attention to detail essential

Benefits

• Competitive compensation and comprehensive benefits
• Medical, dental, vision, and voluntary insurance options
• Health Savings Account (HSA) funding
• 401(k) with company match
• Company‑paid life insurance and short‑term disability
• Optional supplemental life and long‑term disability
• Wellness programs and resources
• Paid parental leave
• Generous paid time off (vacation, holidays, sick, and personal time)
• Strong work‑life balance
• Career growth and development in a rapidly expanding organization
• A collaborative, high‑performing team culture
• Community impact through HUB Gives

Work Arrangement

This is a hybrid role, requiring at least three days per week (Tuesday, Wednesday, and Thursday) in the office, though that is subject to change, per company policy.

Required Experience & Education

Required Experience: 5‑7 years of relevant experience. Required Travel: Negligible. Required Education: High school or equivalent.

EEO Statement

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.