Employee Benefits Account Manager

Hub International; Winter Park (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

HUB International in Winter Park, FL is seeking an Employee Benefits Account Manager to service and maintain client accounts, support account executives, and drive growth across the policy lifecycle. You will coordinate with carriers, vendors, and HUB colleagues to deliver service, renewal support, and cross-sell opportunities.

Travel up to 25% may be required. Ideal candidates have 2–5 years of employee benefits experience, strong communication and organizational skills, and proficiency with

Qualifications

• 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.
• 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.

Responsibilities

• Serve as main day-to-day point of contact for clients, responding promptly and professionally to inquiries.
• Support the Account Executive in renewal strategies, reports, and coordinating client work across the account team.
• Act as liaison between clients and carriers to resolve service needs and marketing initiatives.
• Manage client meetings and coordinate documentation and communications.
• Identify cross-sell and upsell opportunities and support new business development.

Skills

Communication skills

Time management

Organizational skills

Problem solving

Listening

Education

Four-year college degree preferred

Tools

Microsoft Office Suite

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:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• 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:

• While acting as main, day to day point of contact for clients, responds both professionally and promptly to all inquiries.
• Supports 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.
• Acts as liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, for example eligibility, billing, policy interpretation, and contract review.
• Manages, organizes, and conducts client meetings when necessary.
• Manage carrier changes with the client and ensures all necessary documentation (paper or electronic) is completed accurately and timely.
• Key contributor of the critical path work for clients: Identify opportunities for cross-sell and up-sell of other HUB products and services.
• Oversees open enrollment assistance and communications.
• Manage new client or new line of coverage implementation.
• Stays abreast of changes in the insurance industry and other external conditions that may impact clients.
• Manage open items log - ensure outstanding items closed in timely manner.
• May travel for client meetings up to 25% of the time.

REQUIREMENTS:

Work Experience:

• 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. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this