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About Us
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 650 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.
About Us
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 650 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.
Primary Role
The Employee Benefits Account Manager works collaboratively with the Producer, and Account Executive to manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships, and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.
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, but not limited to, all vendor implementation
- Provides benchmarking reports to client (annually, quarterly or monthly)
- Manages claims and coverage issue resolution for clients employees when elevated from HR.
- Provides assistance with clients billing and eligibility audits, and on occasion may conduct these audits for clients independently if not handled or escalated by Account Administrator
- Advises and guides clients in compliance matters and sends monthly reports to client as needed
- Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices, when not completed by Account Administrator.
- Creates employee benefit booklets, when not completed by Account Administrator.
- If there is no Account Executive on the team, develops open enrollment presentations and conducts benefits webinars and/or records 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
- Assists in the RFP process as needed, such as proposal development including preparing census, entering and updating pivotal information as needed, on-line quoting, and Marketing a group when requested
- Provide mentorship with Account Administrator/Assistant Plan Analyst were applicable
- Coordinates client contact changes with Producer/Account Executive
- Organizes client meetings with other team members
- Makes sure the client is aware of the resources that HUB offers
- Attends industry related continuing education training and courses
- Must follow HUB Broker Standards
- Bachelors degree preferred (4-year degree)
- 2-5 years of related experience working as an Account Manager or Account Representative in the property/casualty area (equivalent combination of education and experience is acceptable).
- Experience in customer service/client facing role required
- P&C License required
- Proficiency using Microsoft Suite
Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement.
- Our Vision: To be everywhere risk exists today and tomorrow. Helping protect what matters most.
- Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.
- Our Core Values:
- Entrepreneurship: We encourage innovation and educated risk-taking.
- Integrity: We do the right thing every time.
- Teamwork: We work together to maximize results.
- Accountability: We measure and take responsibility for outcomes.
- Service: We serve customers, communities and colleagues
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: Bachelor's degree (4-year degree)
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.
E-Verify Program
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Sales and Business Development-
Industries
Insurance
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