Account Manager, Employee Benefits

HUB International; Diamond Bar (CA); On-site; USD 45,000 - 50,000; Full time

Job summary

HUB International is seeking an experienced Account Manager to join the Employee Benefits Department in our California operations. You will support day-to-day service for employee benefits clients, maintain relationships, and ensure strong carrier partnerships.

This role collaborates with the service team to retain clients and resolve questions efficiently. The ideal candidate has 3+ years in employee benefits within a brokerage, with ACA/COBRA/HIPAA knowledge and a valid license.

Qualifications

• 3+ years of employee benefits/account-service experience in a brokerage environment
• Knowledge of ACA, COBRA and HIPAA
• Currently licensed in good standing
• Able to interact with all levels within the organization
• Proficient in Microsoft Office and Outlook

Responsibilities

• Develops client relationships with HR Managers/Directors and C-suite executives.
• Develops plans to meet client needs throughout the year.
• Manages the RFP and marketing process.
• Collaborates with Producers in renewal planning.
• Advises clients on compliance matters and ACA requirements.
• Manages open enrollment materials and SBCs for clients.
• Explains carrier renewals and supports client needs during renewal.
• Supports client retention and maintains carrier relationships.
• Resolves claims and coverage issues with HR escalation when needed.
• Creates open enrollment presentations for employees and HR managers.

Skills

Client relationships

Communication skills

Organizational skills

Attention to detail

Interpersonal skills

Problem solving

Education

High school diploma/GED

College degree preferred

Tools

Microsoft Office Suite

Outlook

Job description

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.

The opportunity

Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative insurance solutions. We are seeking an experienced Account Manager to join our Employee Benefits Department. This role works collaboratively with the service team to provide provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.

Duties & Responsibilities

• Develops client relationships with HR Manager/Directors as well as C-Suite
• Develops a plan to meet client’s short and long-term needs throughout the year
• Manages the RFP and marketing process
• Collaborates with Producer in the renewal planning process
• Advises and guides clients in compliance matters.
• Manages and facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices.
• Understand(s) and can explain all aspects of carrier renewals for assigned clients
• Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs.
• Manages claims and coverage issue resolution for clients’ employees when elevated from HR.
• Develops open enrollment presentations in Microsoft PowerPoint software for employees and HR Managers as needed.

What you bring to the table

• hold a high school diploma/GED (college degree strongly preferred)
• have at least 3+ years of related employee benefits, account-service experience within a brokerage environment
• Knowledge of employee benefits and related legislation such as ACA, COBRA and HIPAA.
• are currently licensed in good standing
• have the confidence and demeanor to effectively interact with all levels within the organization
• have strong organizational and communication skills
• have a keen attention to detail
• are computer literate - Microsoft Office Suite and Outlook

The expected salary range for this position is $33-$36/hr depending on geographical location 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.

What we offer you

• We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.
• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
• The HUB difference

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.

Equal Employment Opportunity

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations

HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify

HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.

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.