Employee Benefits Account Manager

HUB International; Tampa (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salaries

Medical/dental/vision insurance

401k matching program

Generous PTO Package

Wellness Program

Job summary

A leading insurance brokerage in Tampa seeks an Employee Benefits Account Manager to provide exceptional client service and maintain insurance accounts. The role demands 2-5 years of benefits experience and strong organizational skills. The successful candidate will act as a primary contact for clients, manage documentation, and identify growth opportunities. This position offers a collaborative work environment, competitive benefits, and significant growth potential.

Qualifications

• 2 – 5 years of applicable Employee Benefits experience.
• Strong written and oral communication skills.
• Ability to adapt and prioritize in changing environments.

Responsibilities

• Serve as the main contact for clients, addressing inquiries promptly.
• Support Account Executive in strategy execution and client engagement.
• Manage and conduct client meetings and documentation.

Skills

Client communication

Organizational skills

Problem-solving

Time-management

Proficiency in Microsoft Office

Education

Four-year college degree

Relevant Employee Benefits licenses

Advanced professional designation (e.g. CEBS, GBA)

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.