Account Manager, Employee Benefits & Retirement

HUB International; Windsor; On-site; CAD 70,000 - 100,000; Full time

Job summary

HUB International is seeking an Account Manager for Employee Benefits & Retirement. This role involves managing client accounts, providing proactive support, and identifying opportunities for growth within HUB's services, all while contributing to customer satisfaction. Ideal candidates will have 5-8 years of experience in employee benefits and possess strong communication and organizational skills.

Benefits

Competitive compensation package including bonuses

Flexible working arrangements

Comprehensive benefits package

Opportunities for professional growth

Reimbursements for professional licensing

Discounts on events and personal insurance

Qualifications

• 5-8 years of applicable Employee Benefits experience.
• Ability to listen, discern, and prioritize with clients and colleagues.
• Proficiency with broker management systems.

Responsibilities

• Acts as main contact for clients and manages inquiries.
• Supports the Account Executive in executing strategies and renewing policies.
• Identifies opportunities for cross-sell and up-sell of products.

Skills

Strong written and oral communication skills

Strong organizational skills

Problem solving skills

Time management skills

Education

LLQP designation or working towards it

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

Tools

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

Broker management systems

Job description

Account Manager, Employee Benefits & Retirement

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Account Manager, Employee Benefits & Retirement

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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.

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.

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 the premier insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker worldwide. 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

• Recognized Rewards : Thrive in a supportive environment that values your contributions with a competitive compensation package, including incentives, bonuses, and additional earning opportunities.
• Work-Life Balance : Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
• Comprehensive Benefits : Access a robust benefits package, including company-matched RRSPs, designed to support you and your family.
• 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

Culture and Belonging : Our Commitment

At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. 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.

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.

When you join HUB, you’ll find more than just a career—you’ll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.

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 [emailprotected] . 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

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

Insurance

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