Account Manager, Employee Benefits

Employee Benefits Account Manager

**This is a hybrid role, requiring three days per week in the office.**

HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 650 offices and over 22,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients.

Throughout our network we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We are the perfect fit if you:

• are seeking a progressive work environment at a rapidly growing organization
• have a desire to help others protect their future
• have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• are focused on learning and development to enhance your industry knowledge and expertise
• are a self-starter willing to invest time and energy to learn the technical aspects of our business
• believe in integrity and building success by developing relationships with others

Primary Role:

The Employee Benefits Account Manager (AM) works collaboratively with the Producer, Account Executive (AE) and Account Administrator (AA) managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by owning the annual renewal and marketing process, maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact alongside AE And AA and provides resolution for client questions and issues.

Duties and Responsibilities:

• Supports client retention, maintains strong carrier relationships, and understands client needs
• General knowledge of medical benefits (all funding types and preferred carrier offerings)
• General knowledge of ancillary benefits (preferred carrier offerings and differentiators)
• Participation in Critical Path execution and renewal preparation
• Organizes meetings with team members & clients, and confidently presents to clients
• Leads and executes the full renewal & RFP process in collaboration with AEs
• Manages claims and coverage issue resolution for clients to support CAST or Account Administrators
• Aids with clients' service issues escalated by Account Administrator
• Collaborates with internal teams (CAST & BTT) to deliver client needs
• Educated on the HUB consulting practices and resources plus how clients can utilize them
• Presentation to clients (C-suite, HR team or employees)
• Attends industry related continuing education training and courses, as approved
• Works within a team supporting multiple AEs & AAs with books of business
• Manages client projects, and completes open and consistent communication
• Maintains a strong relationship with HUB's GA partner and processes ancillary marketing through the partnership, plus performs quality assurance reviews of their work.
• Create & review marketing presentation for all client benefits
• Manages new carrier, plan or vendor implementation and project management
• Collects necessary reports for clients
• Executes timely and accurate new client onboarding
• Provides exceptional service, to the expectations of our Client Service Standards
• Advises and guides clients in compliance matters and sends monthly reports to client as needed
• Develops open enrollment strategy, conducts benefits presentations and/or records presentations for employees and HR Managers as requested by clients
• Performs contract review and supports preparation of SPD Wraps, Cafeteria and POP Plan documents Communicates
• Maintains accurate client and carrier files
• Maintains HUB's client tracking system (monday.com)
• Provides mentorship with Account Administrator where applicable
• Must follow HUB Broker Standards

Key Competencies:

• Teamwork Supports all organizational departments in a collaborative effort for everyone to succeed.
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Initiative Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
• Quality Management Demonstrates attention to detail.
• Project Management Ability to lead and contribute team and adhere to deadlines

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience and Education

• Bachelor's degree preferred
• High school diploma or equivalent required
• At least 2-4 years of related experience working as an Account Manager or Account Representative in the employee benefit arena (equivalent combination of education and experience is acceptable).
• L&H License required or must be able to obtain within 60 days of hire

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.

Other Requirements:

• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively customers and teammates.
• Bilingual in English and Spanish a big plus. Math Skills:
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (BenefitPoint) for premium efficiency with your team.

About Us

HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.

Join the HUB team!

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

Equal Employment Opportunity:

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations:

HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at View email address on click.appcast.io. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

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