UBT
This range is provided by UBT. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Commercial Partnerships at UBT North America We’re hiring an experienced Insurance Account Manager to serve as the primary contact for a blended portfolio of Group Benefits and Property & Casualty clients. You will manage renewals, handle day‑to‑day servicing, coordinate with carriers and partners, and proactively drive better coverage and cost outcomes.
Lead the renewal and quoting cycle: gather census and plan documents, obtain carrier proposals, present options, and guide plan selections.
Manage Broker of Record (BOR) transfers and carrier appointment logistics.
Own the onboarding process for new Group Benefits clients following the close of sale, including carrier setup, plan implementation, timelines, and stakeholder coordination.
Serve as the primary point of contact for Group Benefits clients post‑sale, ensuring a smooth transition from sales to service and a high‑quality ongoing client experience.
Coordinate open enrollment deliverables: benefits booklets, employee meetings, and online enrollment portal setup; ensure timely ID card issuance.
Provide ongoing servicing (eligibility changes, billing, member support) and claims advocacy as needed.
Support ACA/ERISA compliance in partnership with HR‑compliance resources and carriers.
Responsibilities – Property & Casualty
Work within AMS360 to produce accurate Certificates of Insurance and evidences; manage additional insured and holder requirements per contracts.
Drive renewals and remarketing: collect underwriting data and loss runs, prepare exposure summaries, negotiate with carriers, and recommend coverage improvements.
Handle policy servicing: endorsements, audits, cancellations/reinstatements, premium finance coordination, and billing resolution.
Lead claims advocacy: intake and coordination with adjusters, monitor reserves and recovery, and keep clients informed.
Perform risk reviews (valuations, schedules of locations/vehicles/drivers) and liaise with loss‑control vendors.
Conduct thorough policy checking (forms, limits, deductibles, endorsements) and maintain organized records in the agency/CRM system.
Monitor regulatory and contractual obligations (state filings, WC experience mods, audits) and communicate impacts to clients.
Identify cross‑sell and up‑sell opportunities between Benefits and P&C to improve retention and growth.
Qualifications
Active NJ Health and NJ Property & Casualty Producer licenses (or ability to obtain promptly); additional state licenses are a plus.
3–5+ years of account management in employee benefits and/or commercial P&C with direct client service and carrier negotiation experience.
Strong communication, organization, and problem‑solving skills; responsive and consultative client approach.
Proficiency with CRM/agency management systems and Excel; comfortable presenting to client leadership teams.
Collaborative team player who partners effectively with producers, underwriters, carriers, and compliance resources.
Why join: You’ll be part of a client‑focused team that delivers streamlined insurance administration, strong carrier partnerships, and white‑glove service to help our clients achieve better outcomes.
Salary: $65,000 - $85,000 based on skill set and experience
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Administrative, Customer Service, and Sales
Industries: Insurance Agencies and Brokerages
Referrals increase your chances of interviewing at UBT by 2x
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Commercial Partnerships at UBT North America We’re hiring an experienced Insurance Account Manager to serve as the primary contact for a blended portfolio of Group Benefits and Property & Casualty clients. You will manage renewals, handle day‑to‑day servicing, coordinate with carriers and partners, and proactively drive better coverage and cost outcomes.
Lead the renewal and quoting cycle: gather census and plan documents, obtain carrier proposals, present options, and guide plan selections.
Manage Broker of Record (BOR) transfers and carrier appointment logistics.
Own the onboarding process for new Group Benefits clients following the close of sale, including carrier setup, plan implementation, timelines, and stakeholder coordination.
Serve as the primary point of contact for Group Benefits clients post‑sale, ensuring a smooth transition from sales to service and a high‑quality ongoing client experience.
Coordinate open enrollment deliverables: benefits booklets, employee meetings, and online enrollment portal setup; ensure timely ID card issuance.
Provide ongoing servicing (eligibility changes, billing, member support) and claims advocacy as needed.
Support ACA/ERISA compliance in partnership with HR‑compliance resources and carriers.
Responsibilities – Property & Casualty
Work within AMS360 to produce accurate Certificates of Insurance and evidences; manage additional insured and holder requirements per contracts.
Drive renewals and remarketing: collect underwriting data and loss runs, prepare exposure summaries, negotiate with carriers, and recommend coverage improvements.
Handle policy servicing: endorsements, audits, cancellations/reinstatements, premium finance coordination, and billing resolution.
Lead claims advocacy: intake and coordination with adjusters, monitor reserves and recovery, and keep clients informed.
Perform risk reviews (valuations, schedules of locations/vehicles/drivers) and liaise with loss‑control vendors.
Conduct thorough policy checking (forms, limits, deductibles, endorsements) and maintain organized records in the agency/CRM system.
Monitor regulatory and contractual obligations (state filings, WC experience mods, audits) and communicate impacts to clients.
Identify cross‑sell and up‑sell opportunities between Benefits and P&C to improve retention and growth.
Qualifications
Active NJ Health and NJ Property & Casualty Producer licenses (or ability to obtain promptly); additional state licenses are a plus.
3–5+ years of account management in employee benefits and/or commercial P&C with direct client service and carrier negotiation experience.
Strong communication, organization, and problem‑solving skills; responsive and consultative client approach.
Proficiency with CRM/agency management systems and Excel; comfortable presenting to client leadership teams.
Collaborative team player who partners effectively with producers, underwriters, carriers, and compliance resources.
Why join: You’ll be part of a client‑focused team that delivers streamlined insurance administration, strong carrier partnerships, and white‑glove service to help our clients achieve better outcomes.
Salary: $65,000 - $85,000 based on skill set and experience
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Administrative, Customer Service, and Sales
Industries: Insurance Agencies and Brokerages
Referrals increase your chances of interviewing at UBT by 2x
#J-18808-Ljbffr