Employee Benefits Account Manager

HUB International; Tallahassee (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salaries

Medical/dental/vision insurance

401k matching program

Generous PTO Package

Comprehensive Wellness Program

Job summary

A leading global insurance broker is seeking an Employee Benefits Account Manager in Tallahassee, Florida. The role requires 2-5 years of relevant experience and involves managing client accounts, acting as the main contact, and ensuring excellent service delivery. Strong communication, organizational skills, and proficiency with Microsoft Office are essential. Join a motivated team with growth potential and a supportive work environment.

Qualifications

• 2 – 5 years of applicable Employee Benefits experience.
• Strong ability to listen, discern, and prioritize with clients and colleagues.
• Adapt to changing work settings and situations.
• Proficient in written and oral communication.

Responsibilities

• Act as the main point of contact for clients.
• Support the Account Executive in renewal processes.
• Liaise between clients and insurance carriers.
• Manage client meetings and documentation.
• Identify cross-sell and up-sell opportunities.
• Stay informed of changes in the insurance industry.

Skills

Employee Benefits experience

Strong communication skills

Proficiency with Microsoft Office Suite

Organizational skills

Problem-solving skills

Time-management skills

Education

Four-year college degree preferred

Relevant Employee Benefits licenses

Tools

Broker management systems

Job description

About Hub International

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry‑leading success in Mergers and Acquisitions.

What We Offer You

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short‑Term Disability Plans
• Supplemental Life and Long‑Term Disability Options
• Comprehensive Wellness Program
• Generous PTO Package – Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential – HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

Summary

The Employee Benefits Account Manager (AM) services and maintains accounts while providing professional and prompt support to our clients, carrier representatives, vendor partners, and HUB colleagues. The AM also works independently, as well as cooperatively, with Producers and the entire client team to deliver all HUB services to assigned clients throughout the policy cycle. This role plays a key part in positively impacting customer satisfaction and will support the organic growth goals of the organization – whether through account rounding, cross‑selling, or support in the development of new business.

Essential Duties And Responsibilities

• Act as the main, day‑to‑day point of contact for clients, responding professionally and promptly to all inquiries.
• Support the Account Executive in executing strategies, facilitating the renewal process, preparing materials/reports, ensuring internal systems are up to date (Benefit Point and BUS) and managing/coordinating client work across the account team.
• Act as liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, for example eligibility, billing, policy interpretation, and contract review.
• Manage, organize, and conduct client meetings when necessary.
• Manage carrier changes with the client and ensure all necessary documentation (paper or electronic) is completed accurately and timely.
• Identify opportunities for cross‑sell and up‑sell of other HUB products and services.
• Oversee open enrollment assistance and communications.
• Manage new client or new line of coverage implementation.
• Stay abreast of changes in the insurance industry and other external conditions that may impact clients.
• Manage open items log – ensure outstanding items are closed in a timely manner.
• May travel for client meetings up to 25% of the time.

Requirements

• 2 – 5 years of applicable Employee Benefits experience.
• Strong ability to listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues.
• Adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting.
• Strong written and oral communication skills.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
• Ability to utilize and be proficient in broker management systems.
• Strong organizational, problem‑solving and time‑management skills.

Education

• Four‑year college degree preferred.
• Licensing or certification requirements.
• Relevant Employee Benefits licenses per state/regional statutes.
• Advanced professional designation highly desirable (e.g. CEBS, GBA, HIA, RHU, REBC).

Qualifications

• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
• To perform this job successfully, the incumbent must be able to perform each essential duty satisfactorily. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state or local law.
• If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.

Equal Opportunity Statement

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.