Job title: Life Insurance Account Manager
Company: Hub International
Job description: Life Insurance Account Manager
Do you have a passion for service, with a desire to create positive experiences for clients? If you do, keep on reading!
HUB Financial Inc. has an exciting opening for you in our North York office. We have built a culture at HUB that is focused on helping our clients grow their businesses, and our employees get the most out of their careers.
The Life Insurance Account Manager role offers a variety of responsibilities, and we are seeking someone who ‘gets’ customer service and is looking for a challenging role in a fun environment. This role also offers the opportunity to serve as a bridge between Insurance Brokers and Carriers (Insurance Companies) through seamless customer service and support. Still interested? See more details below.
What’s it like working here:
A positive, inclusive, and fun environment where we value diversity
We are a results-driven organization with three equal focuses: results, processes, and relationships
Your attitude and effort matter
You will be relied upon as a trusted member of the team
You will learn and grow (we will help bring out the best in you and yes, you will make mistakes, and that’s okay)
What your day will look like:
Be the voice of the Broker and ensure Brokers meet compliance standards and expectations of both the carrier and HUB Financial.
Manage full-cycle for life insurance application and investment cases from submission to broker commission
Perform quality audits on all life insurance and investment applications received ensuring regulatory, carrier policies and HUB’s procedures are met and complied with by the broker
Identify discrepancies and address any issues with the broker and/or insurance carriers
Provide underwriting feedback to brokers on carrier products, policies and requirements
Consistently follow-up on cases and obtain medical vendor and carrier requirements from the brokers; communicate decisions to brokers
Support brokers on new carrier policies, regulatory changes and HUB updates
Build strong relationships with brokers in order to assist in streamlining their life insurance and investment applications and uphold service standards
Assist brokers with their insurance and investment inforce business
Process investment trades with accuracy and sending paperwork to the carriers.
You will be successful in this role if you have:
A positive attitude, the constant desire to help others, curiosity, and the ability to deliver a positive Broker experience
Strong time management, organizational and prioritization skills
Intermediate knowledge of MS Office Suite & most online meeting platforms
Effective interpersonal and communication skills (oral and written)
Experience working in the Life Insurance industry is an asset
Experience using APEXA and WealthServ an asset
Three to five years’ related experience
College diploma and/or university degree or equivalency
Experienced in delivering client-focused solutions based on customer needs
Working Conditions
Normal office environment
HUB Financial is a wholly owned subsidiary of HUB International – a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located across the United States, Puerto Rico and Canada. HUB International is ranked among the top insurance brokerages in the world.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees so classified.
#LI-TD
Department Office Administration & Clerical
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: College diploma (3-year degree)
Expected salary:
Location: North York, ON
Job date: Tue, 11 Jul 2023 22:51:32 GMT
