Account Manager, Employee Benefits

About HUB

HUB International is a global insurance broker offering a wide range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. With more than 650 offices across the United States, Canada, and Puerto Rico, HUB employs over 20,000 people. Their regional offices focus on helping individuals and businesses assess and manage their risks and insurance needs. HUB is committed to excellent customer service with employees dedicated to adding value to each client interaction.

Primary Role

The Employee Benefits Account Manager (AM) collaborates with the Producer, Account Executive (AE), and Account Administrator (AA) to manage a portfolio of employee benefits clients. This role involves coordinating daily service, managing the annual renewal and marketing process, maintaining client relationships, supporting client retention, and fostering strong carrier relationships. The AM also serves as the primary point of contact, resolving client inquiries and issues, and leading the full renewal and Request for Proposal (RFP) process in collaboration with AEs.

Duties And Responsibilities

• Serves as the main point of contact for clients, resolving their questions and issues.
• Maintains strong carrier relationships and understands client needs.
• Supports client retention and manages claims and coverage issues.
• Organizes meetings with clients and presents to them.
• Learns about HUB’s consulting practices and resources and educates clients on how to utilize them.
• Attends industry-related continuing education training and courses.
• Works within a team supporting multiple AEs & AAs with their books of business.
• Manages client projects and ensures open and consistent communication.
• Manages new carriers, plans, or vendors and oversees their implementation.
• Executes new client onboarding and provides timely, accurate reports.
• Communicates with clients, advises them on compliance matters, and sends monthly reports.
• Develops open enrollment strategies, conducts benefits presentations, and records these presentations for HR managers and employees.
• Maintains accurate client and carrier files and manages HUB’s client tracking system (monday.com).
• Provides mentorship to Account Administrators when applicable.

Key Competencies

• Teamwork – Supports all organizational departments in a collaborative effort.
• Written Communication – Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively.
• 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 to team efforts and adhere to deadlines.

Experience And Education

• Bachelor’s degree preferred.
• 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 obtained within 60 days of hire.

Other Requirements

• Must hold a valid Driver’s License.
• Dependable transportation required.
• No travel required.
• Required Education: High school diploma or equivalent.
• Proficient in Microsoft Office including Excel, Word, and PowerPoint.
• Follows guidelines for working in BMS (BenefitPoint) for premium efficiency with the team.

Department

Account Management & Service

Required Experience

2-5 years of relevant experience

Required Travel

No travel required

Equal Opportunity Employer

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.