Associate Account Manager Individual Medicare

About HUB International:

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

What We Offer You:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• 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, because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• 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

Role Summary:

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. 

Core Responsibilities:

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