Account Manager, Employee Benefits

Horan Securities, Inc.; Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading company in National Employee Benefits is seeking an Account Manager to service and maintain client accounts, ensuring high satisfaction and supporting growth initiatives. The role involves strong client interaction and a deep understanding of employee benefits, requiring a background in this field and effective communication skills.

Benefits

Competitive Compensation with incentives and bonuses

Flexible work arrangements and generous time off

Personalized benefits package including company-matched RRSPs

Sponsored training and development programs

Discounts on events, travel, and insurance

Qualifications

• 5-8 years of applicable Employee Benefits experience.
• Ability to utilize broker management systems proficiently.

Responsibilities

• Act as the main point of contact for clients, responding to inquiries.
• Manage and organize client meetings as needed.
• Identify opportunities for cross-selling and up-selling HUB products.

Skills

Strong written and oral communication skills

Problem solving

Organizational skills

Time management skills

Ability to prioritize

Education

LLQP designation or working towards it

Advanced professional designation (CEBS, GBA) highly desirable

Tools

Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

Broker management systems

Job description

Account Manager (Hybrid)

National Employee Benefits & Retirement

HUB International’s National Employee Benefits and Retirement Team is dedicated to driving growth and excellence across Canada by supporting our regional teams. As strategic partners, this team collaborates with local offices to expand and enhance our Employee Benefits and Retirement divisions, ensuring we deliver best-in-class solutions for clients nationwide. Through innovative strategies, expert guidance, and a shared commitment to success, the National Team empowers our regions to meet evolving market demands, strengthen client relationships, and achieve sustainable growth in the benefits and retirement space.

About The Role
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.

What You’ll Do

• While acting as main, day to day point of contact for clients, responds both professionally and promptly to all inquiries.

• 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 liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, for example eligibility, billing, policy interpretation, and contract review.

• Manages, organizes, and conducts client meetings when necessary.

• Manage 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: Identify opportunities for cross-sell and up-sell of other HUB products and services.

• Oversees open enrollment assistance and communications.

• Manage new client or new line of coverage implementation.

• Stays abreast of changes in the insurance industry and other external conditions that may impact clients.

• Manage open items log - ensure outstanding items closed in timely manner.

• May travel for client meetings up to 25% of the time.

What You’ll Need for Success

• 5-8 years of applicable Employee Benefits experience.

• LLQP designation or working towards it

• Advanced professional designation highly desirable (e.g. CEBS, GBA)

• 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, PowerPoint)

• Ability to utilize and be proficient in broker management systems

• Strong organizational, problem solving and time management skills

What’s in it for you?

Your well-being is our priority, and we back this up with a wealth of benefits:

• Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.

• Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.

• Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.

• Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.

• Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.

At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.

Why Choose HUB?

When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit - About Us - HUB International

About HUB International

Headquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.

Through our dedication to excellence and innovation, we are proud to have achieved the remarkable distinction of ranking 5th largest insurance brokerage worldwide! We're not just an insurance broker, we bring clarity to a changing world with tailored solutions and unrelenting advocacy.

If you’re interested in learning how you can grow your career at HUB, visit our Careers Page to explore our opportunities.

HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience.

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Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: No Travel Required

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