Account Manager, Employee Benefits

HUB International; Tulsa (OK); Híbrido; USD 60 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health benefits

Retirement matching

Life and disability plans

Paid time off

Parental leave

Wellbeing program

Training and licensing support

Resumo da oferta

HUB International in Tulsa, OK is seeking an Employee Benefits Account Manager to manage an assigned book of business, renewals, and marketing processes. You will liaise with consultants, administrators, and carriers to ensure excellent client service and retention.

The role combines day-to-day client support with project management, onboarding, and compliance guidance. Hybrid work is required with three days in-office weekly.

Qualificações

• Experience 2-4 years in administrative roles or related to group health insurance.
• Familiarity with employee benefits processes is a plus.
• Licensing in Life & Health or ability to obtain within 120 days.

Responsabilidades

• Lead renewal and RFP processes, including census and online quoting.
• Maintain client relationships and support retention with carrier partners.
• Coordinate onboarding and client communications; respond to service requests.
• Prepare client materials, billings, and eligibility audits as needed.
• Provide compliance guidance and monthly client reporting.

Conhecimentos

Microsoft Office

Bilingual English/Spanish

Client service orientation

Formação académica

High school diploma or equivalent

Bachelor’s degree desired

Ferramentas

BenefitPoint (BMS)

Descrição da oferta de emprego

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.

Primary Role: The Employee Benefits Account Manager (AM) works collaboratively with the Consultant and Account Administrator (AA) managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by owning the annual renewal and marketing process, maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact alongside Account Managers, Consultant, and AA and provides resolution for client questions and issues.

Duties and Responsibilities:

• Leads and Executes the full renewal & RFP process, such as proposal development including preparing census, entering and updating pivotal information as needed, on-line quoting, and Marketing a group when requested
• Maintains a strong relationship with HUB’s GA partner and processes ancillary marketing through the partnership and performs quality assurance reviews of their work.
• Create & review marketing presentation for all client benefits
• Manages new carrier, plan or vendor implementation and project management
• Prepares master group files, client contact sheet, and maintains carrier files
• Executes timely and accurate new client onboarding
• Manages routine client requests, builds and maintains client relationships, helps support client retention, maintains strong carrier relationships, and understands client needs
• Provides exceptional service, to the expectations of our Client Service Standards
• Manages claims and coverage issue resolution for clients’ employees when elevated from HR, understands when to escape 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
• Advise and guides clients in compliance matters and sends monthly reports to client as needed
• Creates employee benefit booklets, when not completed by Account Administrator
• If there is no Account Executive on the team, develops open enrollment strategy, conducts benefits presentations and/or records presentations for employees and HR Managers as requested by clients
• Performs contract review and supports preparation of SPD Wraps, Cafeteria and POP Plan documents
• Communicates & collaborates with other HUB teammates (producers, centralized teams, and super regional teams)
• Makes sure the client is aware of the resources that HUB offers
• Attends industry related continuing education training and courses
• Maintains accurate client specific data in BenefitPoint
• Maintains HUB’s client tracking system
• Provide mentorship with Account Administrator were applicable
• Must follow HUB Broker Standards

Key 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 work with a team and adhere to deadlines

Qualification Requirements:

• Experience and Education 2-4 years administrative experience or previous work experience related to group health insurance preferred
• High school diploma or equivalent required
• Bachelor’s Degree desired, but not required
• L&H License required or able to obtain within 120 days from hire

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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.

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.

**This is a hybrid role, requiring three days per week in the office.**

#LI-KP1

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

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 your career, 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.