Employee Benefits Account Manager

About Hub International

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, 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.

Summary

The Employee Benefits Account Manager (AM) services and maintains accounts while providing professional and prompt support to our clients, carrier representatives, vendor partners, and HUB colleagues. The AM also works independently, as well as cooperatively, with Producers and the entire client team to deliver all HUB services to assigned clients throughout the policy cycle. This role plays a key part in positively impacting customer satisfaction and will support the organic growth goals of the organization – whether through account rounding, cross-selling, or support in the development of new business.

Essential Duties And Responsibilities

• Responds professionally and promptly to all inquiries.
• Serves as the main, day-to-day point of contact for clients.
• Supports the Account Executive in executing strategies, facilitating the renewal process, preparing materials/reports, ensuring internal systems are up to date (Benefit Point and BUS), and managing/coordinating client work across the account team.
• Acts as a liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, such as eligibility, billing, policy interpretation, and contract review.
• Manages, organizes, and conducts client meetings when necessary.
• Manages carrier changes with the client and ensures all necessary documentation (paper or electronic) is completed accurately and timely.
• Key contributor of the critical path work for clients: Identifies opportunities for cross-sell and up-sell of other HUB products and services.
• Oversees open enrollment assistance and communications.
• Manages new client or new line of coverage implementation.
• Stays abreast of changes in the insurance industry and other external conditions that may impact clients.
• Manages open items log - ensures outstanding items are closed in a timely manner.
• Might travel for client meetings up to 25% of the time.

Requirements

• Work Experience: 2 – 5 years of applicable Employee Benefits experience.
• Strong ability to listen, discern, and prioritize with clients, colleagues, and carrier representatives based on a thorough understanding of relevant issues.
• Adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting.
• Strong written and oral communication skills.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
• Able to utilize and be proficient in broker management systems.
• Strong organizational, problem-solving, and time management skills.

Qualifications

• Relevant Employee Benefits licenses per state/regional statutes.
• Advanced professional designation highly desirable (e.g. CEBS, GBA, HIA, RHU, REBC).