Employee Benefits Account Manager

HUB International; Houston (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

HUB International is seeking an experienced Account Manager to proactively manage a designated book of business in the employee benefits sector. You will serve as the primary client contact, addressing inquiries, presenting coverages and forms, and coordinating renewal processes with carriers.

The role requires 3+ years in employee benefits, strong MS Excel/Word/Outlook skills, and a TX Life, Health & Accident license.

Qualifications

• 3+ years of employee benefits insurance experience
• TX Life, Health & Accident license required
• Proficiency in Excel, Word, Outlook

Responsibilities

• Act as main point of contact for clients, addressing inquiries and providing guidance on coverages and forms.
• Foster collaboration with internal and external stakeholders to meet client needs.
• Prepare market analyses, renewals, carrier submissions, and open enrollments.
• Mentor Customer Service Representatives and support on-site client presentations.

Skills

Customer service

Verbal communication

Written communication

Cross-functional collaboration

Education

High school or equivalent

Tools

MS Excel

MS Word

Outlook

Job description

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

Position Overview

The Account Manager role is a dynamic opportunity for an experienced professional to proactively manage a designated book of business in the employee benefits sector. Serving as the primary point of contact for clients, this position involves engaging with customers to address inquiries, provide comprehensive information on products and services, and effectively resolve concerns. The successful candidate will bring a blend of customer service, administration, and sales skills to deliver exceptional support to clients.

Principal Duties And Responsibilities

• Act as the main point of contact for clients, addressing inquiries, concerns, and providing guidance on coverages, forms, contract requirements, and exclusions.
• Foster collaboration with internal and external stakeholders to ensure client needs are met effectively.
• Prioritize and manage day-to-day workload using agency procedures and systems.
• Prepare market analyses and proposals, process renewals, and handle carrier submissions.
• Handle intermediate-level inquiries, including explaining the nuances of HMOs, PPOs, and EPOs, understanding various plan types, eligibility guidelines, confidentiality requirements, waiting periods, and coverage forms.
• Stay updated on industry knowledge to provide excellent customer service.
• Assist employers with open enrollments, conduct on-site presentations, address billing issues, handle applications, manage eligibility, and provide support for ID cards.
• Manage multiple tasks efficiently, ensuring accuracy and speed in completion.
• Provide guidance and mentorship to Customer Service Representatives, fostering their growth and development.
• Occasional travel may be required to meet client needs.

Education and Experience

The ideal candidate should possess:

• 3+ years of experience in the employee benefits insurance field.
• Proficiency in MS Excel, Word, and Outlook.
• Superior customer service skills with a focus on excellent verbal and written communication.

Licensing

Possession of a current TX Life, Health & Accident license is required.

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.