Account Manager, Employee Benefits and Retirement

HUB International; Markham; Hybride; CAD 80 000 - 95 000; Plein temps

Avantages offerts par ce poste

Flexible work arrangements

Tuition reimbursement

Licensing reimbursements

Discounts on events and insurance

Résumé du poste

HUB International is seeking an Employee Benefits Account Manager to service and maintain client accounts, support consultants, and drive growth through cross-selling. You will collaborate with clients, carrier representatives, vendors, and HUB colleagues to deliver comprehensive benefits solutions through the policy lifecycle.

In this role you will respond to inquiries promptly, coordinate renewals, and manage communications and documentation. Occasional travel up to 25% may be required.

Qualifications

• 5–8 years of Employee Benefits experience.
• LLQP designation or working towards it.
• Advanced professional designation (CEBS, GBA) desirable.
• Strong written and oral communication skills.
• Ability to listen, discern, and prioritize with clients and colleagues.
• Adapt to situations requiring precise attainment of limits and standards.
• Proficiency with MS Office; broker management systems.
• Strong organizational, problem solving and time management skills.

Responsabilités

• Be the main day-to-day contact for clients, responding promptly to inquiries.
• Support the Consultant with renewal processes, materials, and account coordination.
• Liaise between clients and insurance carriers to address service needs and marketing.
• Organize and conduct client meetings as needed.
• Manage carrier changes with clients and ensure timely documentation.
• Identify cross-sell and upsell opportunities for HUB products and services.
• Oversee client and employee communications.
• Manage new client or new line of coverage implementations.
• Stay updated on insurance industry changes and external conditions.
• Maintain an open-items log and close items promptly.
• May travel for client meetings up to 25% of the time.

Connaissances

Active listening

Prioritization

Communication

Time management

Microsoft Office

Formation

LLQP designation or working towards it

CEBS or GBA certification desirable

Outils

Microsoft Office Suite

Broker management systems

Description du poste

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

About The Role

The Employee Benefits Account Manager 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 consultants 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 Consultant in executing strategies, facilitating the renewal process, preparing materials/reports, ensuring internal systems are up to date, 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 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 client and employee 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.

Qualifications And Expertise That Pave The Way 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

Elevate Your Career with HUB International

Choosing HUB International means aligning your career with a premier insurance brokerage. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/.

Your Advancement and Well-being: Our Priority

At HUB, We Place Immense Value On The Well-being And Professional Development Of Our Team. Here’s What You Can Look Forward To As Part Of The HUB Team

• Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
• Professional Growth: Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.
• Industry Support: Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.
• Exclusive Perks: Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding

Service: Our Ethos

At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we’re proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.

If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know—we’re here to support you. At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are..

The expected salary range for this position is $80,000 to $95,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

AI and Automation Notice: HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates — all decisions are made through human review.

AI and Automation Notice: HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates — all decisions are made through human review.

AI and Automation Notice: HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates — all decisions are made through human review.

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

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