Employee Benefits Account Manager

Account Manager

HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.

Position Overview:

The Account Manager role is a dynamic opportunity for an experienced professional to proactively manage a designated book of business in the employee benefits sector. Serving as the primary point of contact for clients, this position involves engaging with customers to address inquiries, provide comprehensive information on products and services, and effectively resolve concerns. The successful candidate will bring a blend of customer service, administration, and sales skills to deliver exceptional support to clients.

Principal Duties and Responsibilities:

• Act as the main point of contact for clients, addressing inquiries, concerns, and providing guidance on coverages, forms, contract requirements, and exclusions.
• Foster collaboration with internal and external stakeholders to ensure client needs are met effectively.
• Prioritize and manage day-to-day workload using agency procedures and systems.
• Prepare market analyses and proposals, process renewals, and handle carrier submissions.
• Handle intermediate-level inquiries, including explaining the nuances of HMOs, PPOs, and EPOs, understanding various plan types, eligibility guidelines, confidentiality requirements, waiting periods, and coverage forms.
• Stay updated on industry knowledge to provide excellent customer service.
• Assist employers with open enrollments, conduct on-site presentations, address billing issues, handle applications, manage eligibility, and provide support for ID cards.
• Manage multiple tasks efficiently, ensuring accuracy and speed in completion.
• Provide guidance and mentorship to Customer Service Representatives, fostering their growth and development.
• Occasional travel may be required to meet client needs.

Education and Experience:

• 5+ years of experience in the employee benefits insurance field.
• Proficiency in MS Excel, Word, and Outlook.
• Superior customer service skills with a focus on excellent verbal and written communication.
• Possession of a current TX Life, Health & Accident license is required.

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.