Associate Account Manager Individual Medicare

What We Offer You

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance
• Employee engagement events
• Opportunity to be part of a motivated, winning team
• Growth potential - HUB is constantly growing and so can your career
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

The Associate Account Manager (AAM) – Medicare & ACA is an internal support role focused on execution, accuracy, and throughput. This position works behind the scenes to support Producers through data entry, quoting, campaign support, marketing and workflow coordination. This role requires an insurance license. Success in this role is measured by accuracy, timeliness, and the ability to keep the service and sales teams moving efficiently, especially during peak enrollment periods.

• Data Entry & Policy Support
  • Enter and maintain accurate client and policy data in CRM and carrier systems
  • Track sold policies, retrieve policy numbers, verify revenue accuracy
• Sales Support
  • Answer phone calls, assist clients, schedule appointments for producers
  • Prepare Medicare, ACA and ancillary quotes for Producers
  • Run plan comparisons and cost estimates based on provided information
  • Help automate Producer tasks
• Marketing & Campaign Execution
  • Support outreach and marketing campaigns (AEP, OEP, SEP, education events)
  • Build and manage call lists, email lists, and campaign tracking
  • Execute CRM workflows and task sequences
  • Assist with Producer Marketing Materials, creating and designing
• Internal Team Support
  • Provide administrative and operational support to Producers
  • Prepare reports, spreadsheets, and summaries as requested
  • Act as a reliability layer—making sure nothing gets missed
• Goal Setting & Accountability (EOS)
  • Participate in Quarterly goal setting aligned with team Rocks
  • Own and complete assigned quarterly priorities
  • Attend and contribute to Level 10 meetings
  • Track and report weekly scorecard metrics accurately and on time
  • Identify bottlenecks and propose process improvements
• Department Account Management & Service

1-2 years of relevant experience.

Negligible.

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.