Benefits & Accounts Specialist II (Hybrid/Remote)

Travelcenters Of America; Seattle (WA); Hybrid; USD 64,480 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k)

Paid time off

Bonuses and commissions

Job summary

HUB International is seeking an Employee Benefits Account Representative II to join our Customer Service team hybrid or remote in Southern California. You will support accounts across mid to large group markets, coordinating service delivery, renewals, and client communications.

Ideal candidates have a bachelor’s degree, 5+ years in employee benefits account management, and proficiency in Microsoft Office. CA Life Agent license or ability to obtain one is required.

Qualifications

• Bachelor’s degree preferred.
• 5+ years of relevant experience in employee benefits/account management.
• Must hold a valid CA Life Agent license or be able to obtain one.
• Proficient in Microsoft Office; knowledge of project-management and database software preferred.

Responsibilities

• Coordinate day‑to‑day service for employee benefits clients, maintaining relationships and supporting retention.
• Manage client deliverables from strategic planning, stewardship reports, renewal and marketing processes, open enrollment, and special projects.
• Handle claims and coverage issue resolution for employees, elevating matters from the Hub International MyBenefitsChampion call center when necessary.
• Assist with client billing, eligibility audits, and occasionally conduct audits independently.
• Advise clients on compliance matters and develop open enrollment presentations in Microsoft PowerPoint.
• Conduct benefits webinars and record Brainshark presentations for employees and HR managers.
• Create employee benefit booklets with the C&D Team using Microsoft Publisher.
• Prepare open enrollment (OE) packets, including SBCs and disclosure notices.
• Collaborate with Marketing on distribution of MyBenefitsChampion communication materials and report utilization trends to clients.
• Manage new carrier, plan or vendor implementation, including benefits administration system build‑out and project management.
• Perform contract reviews and prepare SPD Wraps, Cafeteria and POP Plan documents, master group files, client contact sheets, and carrier files.
• Support the Account Executive in strategy and execution efforts.

Skills

Account management

Customer service

Communication

PowerPoint

Brainshark

Publisher

Microsoft Office

Bilingual EN/ES

Education

Bachelor's degree preferred

Tools

Publisher

Office Suite

CRM software

Job description

HUB International is seeking an Employee Benefits Account Representative II to join our Customer Service team hybrid or remote in Southern California. You will support accounts across mid to large group markets, coordinating service delivery, renewals, and client communications.

Ideal candidates have a bachelor’s degree, 5+ years in employee benefits account management, and proficiency in Microsoft Office. CA Life Agent license or ability to obtain one is required.