Employee Benefits Account Manager

About HUB International

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 600 offices across the United States, Canada, and Puerto Rico, and over 21,000 employees, HUB helps individuals and businesses evaluate and manage their risks and insurance needs. Our regional offices are dedicated to providing superior customer service and fostering an entrepreneurial culture that values employee growth and development.

Why Choose HUB?

We offer a competitive, exciting, and friendly work environment that positions our employees for long-term success. At HUB, we invest in our employees' futures, providing continuous opportunities for growth and development. Our entrepreneurial culture encourages decision-making that benefits both our clients and the organization, while expanding the industry knowledge of our insurance professionals.

Primary Role

The Employee Benefits Account Manager collaborates with the Producer, Account Executive, and Account Administrator to manage a book of business. They coordinate and provide day-to-day service for employee benefits clients, maintaining client relationships, supporting client retention, maintaining strong carrier relationships, and understanding client needs. They also collaborate on delivering a multi-year strategic plan, manage projects, and assist with billing and eligibility audits.

Duties And Responsibilities

• Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs
• Collaborates on delivering multi-year strategic plan
• Manages projects in concert with the client, including vendor implementation
• Provides benchmarking reports to clients (annually, quarterly, or monthly)
• Serves as the day-to-day contact and provides resolution for client questions and issues
• Coordinates client contact changes with Producer/Account Executive
• Attends industry-related continuing education training and courses
• May conduct open enrollment presentations and record Brainshark presentations for employees and HR Managers
• Orders supplies from carriers and reviews for accuracy
• Manages new carrier, plan, or vendor implementation, including benefits administration system build-out and project management
• Installs and regularly updates client-specific data in BenefitPoint
• Performs contract review and facilitates preparation of SPD Wraps, Cafeteria, and POP Plan documents
• Facilitates 5500 preparation
• Prepares master group files, client contact sheet, and maintains carrier files
• Handles renewal prep
• Aids in the RFP process as needed, such as proposal development, census entry, online quoting, and marketing groups when requested
• Coordinates with the Account Administrator/Assistant Plan Analyst for tasks not completed by them
• Attends industry-related continuing education training and courses

Key Competencies

• Team Work – 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

• Bachelor’s degree preferred
• 2-5 years of relevant experience working as an Account Manager or Account Representative in the employee benefit arena (equivalent combination of education and experience is acceptable)
• Client-facing experience required
• L&H License required
• Department Account Management & Service Required Experience: 2-5 years of relevant experience
• Required Travel: Negligible
• Required Education: High school or equivalent