Employee Benefits Team Leader

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
• 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

Requirements

• 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)
• Proficiancy 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
• Why Join HUB?
• Our Vision: To be everywhere risk exists-today and tomorrow-helping protect what matters most.
• Our Mission : To protect and support the aspirations of individuals, families, and businesses, while empowering our employees to learn, grow, and make a difference in their communities.
• At HUB , we invest in our people. Our entrepreneurial culture fosters innovation, ownership, and continuous improvement-giving you the opportunity to build a meaningful career while delivering real impact for clients and communities.

Benefits

Additional Information

About HUB International At HUB International, we advise businesses and individuals on how to reach their goals. We believe in protecting and supporting the aspirations of individuals, families, and businesses by helping our clients evaluate their risks and develop solutions tailored to their needs. When you join HUB, you become part of a vast network of risk, insurance, employee benefits, retirement, and wealth management specialists who bring clarity to a changing world through tailored solutions and unrelenting advocacies and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients. At HUB, we're more than an insurance broker-we're a network of doers with diverse backgrounds and a shared purpose: supporting our clients, colleagues, and communities. We believe great work happens when people feel valued, heard, and empowered to grow. This role requires an individual who is professional and who displays the drive, determination, and self-motivation to lead a team of Account Managers. You will do this through supporting producers in winning new business through technical know-how and by managing the proposal process and by managing the Account Managers.

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