Account Manager, Employee Benefits

HUB International; Gilroy (CA); On-site; USD 45,000 - 51,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Life and disability insurance

Paid time off

Parental leave

Wellbeing program

Growth opportunities

Job summary

HUB International in the United States seeks an Account Manager, Employee Benefits, to provide day-to-day program oversight, client advocacy, and benefits administration.

You will collaborate with Producers and HUB colleagues on client service, renewal processes, plan analyses, and carrier communications, while upholding HUB's best practices.

The role offers competitive pay, comprehensive health benefits, paid time off, and opportunities to grow within a national insurance broker.

Qualifications

• High School Diploma; college degree preferred; 3–5 years of benefit insurance experience (brokerage preferred) or equivalent combination of education & experience.
• Life & Health License or willingness to obtain within 3 months.
• Strong written and verbal communication with clients and teams.

Responsibilities

• Manage all aspects of the account-service process.
• Collaborate with Producers and HUB personnel on client service, marketing, and renewal activities.
• Analyze and compare insurance plans to determine suitability for clients.
• Maintain strong client relationships and serve as liaison with carriers for day-to-day inquiries.
• Prepare quotes and proposals; assist with billing issues and data updates in systems.

Skills

Communication skills

Client service

Relationship management

Presentation skills

Problem solving

Team collaboration

Analytical thinking

Education

High School Diploma / GED

College degree preferred

Life & Health license or willingness to obtain

Tools

Microsoft Office Suite

Outlook

Agency management systems

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.

ABOUT HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

THE OPPORTUNITY

The Employee Benefits Account Management provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively managing their health and welfare programs. The Account Manager facilitates positive and effective relationships sales and/or account team colleagues.

DUTIES & RESPONSIBILITIES

• Manages all aspects of the account-service process.
• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's best practices and standard procedures.
• Acquires understanding of clients' business and insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• Establishes and maintain strong business relationships with clients and insurance carriers.
• Serves as client point of contact for day-to-day eligibility, claims, billing and benefit administration inquiries; acts as liaison between clients and insurance carriers to resolve service issues.
• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
• Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
• Makes appropriate recommendations to clients in response to those changes; Attends industry related continuing education training and courses.
• Update open enrollment packets including current benefits and rates for all lines of coverage, cobra administration forms, written plan documents and summary plan descriptions, on an annual basis for clients; may also include 5500 filings.
• Submit BOR letter to all carriers and follow-up to obtain contracts, obtain current renewal and current benefit descriptions.
• Marketing to carriers.
• Preparing quotes and proposals.
• Assists client with all billing issues including auditing and reconciliation.
• Gather data and prepare/conduct presentations (Renewal/OE/Post Renewal Debrief).
• Lead implementation of new and renewal plans or programs.
• Apprise clients of other HUB resources, carrier/vendor offerings and emerging industry trends.
• Prepare and/or peer review (and deliver, if applicable) the EB Comp Disclosure.
• Obtain post-enrollment numbers for each plan.
• Prepare Annual Legal Notices.
• Facilitate Ben Admin/HRIS System Updates (Ease, ADP, Paylocity, etc.).
• Set-up HR Advocacy Tool, Legal Compliance Resources and Wellness value adds.
• Review contracts, line-by-line, for accuracy.
• Participate in carrier/vendor program implementations and initiates payments to vendors.
• Partners with producer(s) to develop and implement clients' benefits strategies; including designing benefit programs based on client objectives, performing financial analysis, plan assessment, benchmarking, funding alternatives.
• Performs other duties and projects as assigned.

QUALIFICATIONS

• High School Diploma / GED; College degree strongly preferred 3-5 years of benefit insurance related experience (brokage preferred) or equivalent combination of education & experience Life & Health License or wiliness to obtain with 3 months.

KNOWLEDGE / SKILLS / ABILITIES

• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Desire to learn and grow within the insurance industry.
• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
• Confidence and demeanor to effectively interact with all levels within the organization.
• Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs.
• Ability to effectively work with a team and coach others in developing their skills and abilities.
• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
• Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.
• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
• Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.

WORKING CONDITIONS AND PHYSICAL DEMANDS

This position primarily involves remaining in a stationary position for the majority of the workday. The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

WHY CHOOSE HUB

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm . EEOAA Policy E-Verify Program

The expected salary range for this position is $33-$37/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

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 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

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.

E-Verify

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