Account Manager, Employee Benefits & Retirement

HUB International; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated Account Manager for Employee Benefits & Retirement. In this role, you will be the vital link between clients and insurance carriers, ensuring exceptional service and support throughout the policy cycle. Your expertise will drive customer satisfaction and contribute to the organization's growth through account management and new business development. Join a dynamic team that values your skills and fosters professional development, offering competitive compensation and a supportive work culture. This is your chance to make a significant impact in a thriving environment.

Benefits

Competitive compensation

Flexible work arrangements

Comprehensive benefits

Training and tuition reimbursement

Support for licensing and memberships

Discounts on events and travel

Qualifications

• 5-8 years of relevant Employee Benefits experience required.
• Strong communication and organizational skills are essential.

Responsibilities

• Act as the main point of contact for clients and respond to inquiries.
• Support Account Executive with strategy execution and renewal processes.

Skills

Employee Benefits Experience

Communication Skills

Organizational Skills

Problem-Solving Skills

Time Management Skills

Education

LLQP Designation

CEBS or GBA Designation

Tools

Microsoft Office Suite

Broker Management Systems

Job description

Account Manager, Employee Benefits & Retirement

Join to apply for the Account Manager, Employee Benefits & Retirement role at HUB International

Account Manager, Employee Benefits & Retirement

17 hours ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

About The Role

The Employee Benefits Account Manager (AM) services and maintains accounts while providing professional and prompt support to clients, carrier representatives, vendor partners, and HUB colleagues. The AM works independently and cooperatively with Producers and the client team to deliver HUB services throughout the policy cycle. This role impacts customer satisfaction and supports the organization’s growth through account rounding, cross-selling, and new business development.

Key Responsibilities

• Act as the main point of contact for clients, responding promptly and professionally to inquiries.
• Support the Account Executive with strategy execution, renewal processes, report preparation, and updating internal systems (Benefit Point and BUS).
• Serve as liaison between clients and insurance carriers to resolve service needs or marketing initiatives such as eligibility, billing, policy interpretation, and contract review.
• Manage and organize client meetings as needed.
• Coordinate carrier changes with clients, ensuring all documentation is completed accurately and timely.
• Identify opportunities for cross-sell and up-sell of HUB products and services.
• Assist with open enrollment communications and support new client or coverage implementations.
• Stay informed about industry changes impacting clients.
• Manage open items log to ensure timely resolution.
• Travel up to 25% for client meetings.

Qualifications

• 5-8 years of relevant Employee Benefits experience.
• LLQP designation or working towards it.
• Advanced professional designations (e.g., CEBS, GBA) are highly desirable.
• Strong listening, discernment, and prioritization skills.
• Ability to adapt to changing situations and standards.
• Excellent written and oral communication skills.
• Proficiency in Microsoft Office Suite and broker management systems.
• Strong organizational, problem-solving, and time management skills.

Why Join HUB International

HUB International is a leading insurance brokerage with a vast network of over 20,000 professionals across North America, offering stability and growth opportunities. Learn more about our values at our website.

Employee Benefits & Well-being

• Competitive compensation, incentives, and bonuses.
• Flexible work arrangements and generous time-off policies.
• Comprehensive benefits including company-matched RRSPs.
• Training, tuition reimbursement, and professional development programs.
• Support for licensing and memberships.
• Perks including discounts on events, travel, and insurance.

Culture and Inclusion

We foster a culture of belonging, valuing diverse perspectives and creating an inclusive environment. We support accommodations during the recruitment process.

Our Service Ethos

We are committed to service excellence for clients, employees, and communities, engaging in local initiatives and giving back.

Join HUB and be part of a team where your skills are valued, your growth is supported, and your impact is lasting.