Account Manager, Employee Benefits

Hub Financial; Toronto; Hybrid; CAD 70,000 - 100,000; Full time

Job summary

A leading financial services firm is seeking an Employee Benefits Account Manager. This role involves managing client accounts, facilitating communications between clients and carriers, and driving cross-sell opportunities. Candidates should have 5-8 years of relevant experience, strong analytical skills, and proficiency in Microsoft Office tools. Enjoy competitive compensation and opportunities for career growth in a supportive environment.

Benefits

Flexible work arrangements

Generous time off

Personalized benefits package

Tuition reimbursement opportunities

Discounts on events and insurance

Qualifications

• 5-8 years of applicable Employee Benefits experience.
• Strong ability to prioritize with clients and colleagues.
• Adaptable to changing work situations.

Responsibilities

• Serve as main point of contact for clients, responding to inquiries.
• Support Account Executive in executing growth strategies.
• Manage client meetings and documentation efficiently.

Skills

Vendor Management

Analysis Skills

Benefits Administration

Strong written and oral communication skills

Problem solving

Education

LLQP designation or working towards it

Advanced professional designation (e.g. CEBS, GBA)

Tools

Microsoft Office Suite

Broker management systems

Job description

HUB Internationals 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 Youll 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 Youll 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

Whats 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 dueseverything 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 youre 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 19000 employees in offices located throughout North America HUBs 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! Were not just an insurance broker we bring clarity to a changing world with tailored solutions and unrelenting advocacy.

If youre 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.

LI-hybrid

LI-EM

Department Account Management & Service

Required Experience : 5-7 years of relevant experience

Required Travel : No Travel Required

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.

Required Experience :

Manager

Key Skills

Vendor Management,Fmla,HIPAA,Analysis Skills,Benefits Administration,HRIS,Filing,Payroll,Employment & Labor Law,ADP,Human Resources,Workday

Employment Type : Full-Time

Experience : years

Vacancy : 1

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