Account Manager, Employee Benefits

HUB International; Tulsa (OK); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work environment

Benefits options and growth

Job summary

HUB International is seeking an Employee Benefits Account Manager in a hybrid role requiring three days per week in the office. You will work with the Producer, Consultant, and team to manage client relationships and day-to-day benefits service across a book of business.

Responsibilities include client communications, vendor implementations, open enrollment prep, and ensuring compliance. The role emphasizes relationship building, project management, and ongoing client education.

Qualifications

• High school diploma or equivalent required
• 3-5 years of related experience working as an Account Manager or Account Representative in the employee benefit arena
• Client facing experience required
• L&H License required or must be able to obtain within 120 days of hire

Responsibilities

• Manages routine client requests and maintains client relationships to support retention and carrier relations
• Manages projects with the client including vendor implementation
• Produces benchmarking reports to clients on a set schedule
• Handles claims/coverage issues and escalates complex matters as needed
• Assists with billing and eligibility audits for clients
• Advises clients on compliance matters and provides monthly reports
• Prepares open enrollment materials and participant communications with Account Administrator
• Organizes client meetings and coordinates changes with the team
• Ensures clients know HUB resources and attends industry education trainings

Skills

Bilingual English and Spanish

Client facing experience

Teamwork

Education

High school diploma or equivalent

Tools

Microsoft Office

Excel

Word

PowerPoint

BenefitPoint

Job description

This is a hybrid role, requiring three days per week in the office. About HUB International HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 650 offices and over 22,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients. Why Choose HUB? Throughout our network 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 providing 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 evolve 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. We are the perfect fit if you:

• are seeking a progressive work environment at a rapidly growing organization
• have a desire to help others protect their future
• have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• are focused on learning and development to enhance your industry knowledge and expertise
• are a self-starter willing to invest time and energy to learn the technical aspects of our business
• believe in integrity and building success by developing relationships with others

Primary Role

The Employee Benefits Account Manager works collaboratively with the Producer, Consultant, Account Executive and Account Administrator managing a book of business. Coordinates and 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 and Responsibilities

• Manages routine client requests, builds and maintains client relationships, helps support client retention, maintains strong carrier relationships, and understands client needs
• Manages projects in concert with the client including, but not limited to, all vendor implementation
• Provides benchmarking reports to client (annually, quarterly, or monthly)
• Manages claims and coverage issue resolution for clients’ employees when elevated from HR, understands when to elevate complex issues
• Provides assistance with clients’ billing and eligibility audits, and on occasion may conduct these audits for clients independently if not handled or escalated by Account Administrator
• Advises and guides clients in compliance matters and sends monthly reports to client as needed
• Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices, when not completed by Account Administrator
• Creates employee benefit booklets, when not completed by Account Administrator
• If there is no Senior Account Manager or Account Executive on the team, develops open enrollment presentations and conducts benefits presentations and/or records presentations for employees and HR Managers
• Orders supplies from carriers, and reviews for accuracy
• Manages new carrier, plan or vendor implementation including benefits administration system build-out and project management
• Installs and regularly updates client specific data in BenefitPoint
• Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents
• Facilitates 5500 preparation
• Prepares master group files, client contact sheet, and maintains carrier files
• Handles Renewal Prep
• Assists in the RFP process as needed, such as proposal development including preparing census, entering and updating pivotal information as needed, on-line quoting, and Marketing a group when requested
• Provide mentorship with Account Administrator/ Plan Analyst were applicable
• Coordinates client contact changes with Producer/Account Executive
• Organizes client meetings with other team members
• Makes sure the client is aware of the resources that HUB offers
• Attends industry related continuing education training and courses
• Must follow HUB Broker Standards

Key Competencies

To perform the job successfully, an individual should demonstrate the following competencies: Teamwork – Supports all organizational departments in a collaborative effort for everyone to succeed. Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. Quality Management – Demonstrates attention to detail. Project Management – Ability to lead and contribute team and adhere to deadlines

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience and Education

• High school diploma or equivalent required
• At least 3-5 years of related experience working as an Account Manager or Account Representative in the employee benefit arena (equivalent combination of education and experience is acceptable).
• Client facing experience required
• L&H License required or must be able to obtain within 120 days of hire

Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. Specific vision abilities required by this job include close vision and distance vision. Some travel required by car to meet with clients and other outside events.

Other Requirements

• Must hold a valid Driver’s License
• Dependable transportation

Public Speaking/Language Skills

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively customers and teammates. Bilingual in English and Spanish a big plus.

Math Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Reasoning Ability

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills

To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (BenefitPoint) for premium efficiency with your team.

About Us

HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance. Join the HUB team! Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an equal opportunity 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. E-Verify Program 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 [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.