Employee Benefits Account Manager- Select

HUB International; Tampa (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

HUB International is seeking an Employee Benefits Account Manager to market and service accounts, supporting new business development and maintaining client relationships. This role requires strong mathematical and communication skills, as well as the ability to manage multiple responsibilities effectively. Ideal candidates will have a Life & Health license and experience in account management.

Qualifications

• Life & Health license required.
• 2-5 years of relevant experience.

Responsibilities

• Assist in insurance coverage quotes and maintain policy data.
• Process renewals and communicate with advisors for timely follow-ups.
• Provide training and mentoring to Customer Service Representatives.

Skills

Strong mathematical skills

Excellent communication skills

Organizational skills

Ability to work independently

Education

High school diploma or equivalent

Job description

The Employee Benefits Account Manager markets and services accounts in accordance with company objectives and procedures. The role complements advisor responsibilities for new business development and existing client retention, maintaining a book of accounts based on location practice.

In this role, you will:

1. Assist EBAdvisor with requests for insurance coverage quotes from insurance companies for organizational groups (business, nonprofits, etc.).
2. Complete comparisons, benefit/cost analyses, and reports for review and discussion per established procedures.
3. Accurately enter policy data into electronic systems and keep them current within established time guidelines.
4. Process renewals, changes, or amendments to coverage/policies during and after review, overseeing internal activities to ensure accuracy and timeliness.
5. Communicate with team members and assist advisors to ensure timely follow-up on renewal dates, maintaining regular contact 45-60 days prior to renewal.
6. Maintain proper documentation and follow-up on issues with policies, claims, or coverage concerns with insurance companies and insureds.
7. Assist advisors with insurance quotes and related matters as directed.
8. Respond to insured inquiries regarding policy changes or amendments.
9. Schedule quarterly reviews of group insurance status and needs with advisors, whether in person or via other communication channels.
10. Distribute information and reports promptly to ensure appropriate involvement by brokers.
11. Prepare and maintain accurate quote comparison sheets for coverage cost and benefit analysis.
12. Record claims activity and costs into electronic systems monthly for report generation, ensuring proper documentation of problem claims.
13. Respond to correspondence and maintain records related to active work assignments, updating advisors and management regularly.
14. Review documentation, applications, and policy files for accuracy and completeness.
15. Maintain knowledge of all lines of coverage and stay informed of market conditions and legislation.
16. Attend scheduled meetings and follow up on assigned tasks.
17. Perform other duties and projects as assigned by management.
18. Provide training and mentoring to Customer Service Representatives.

What you offer us:

• Life & Health license
• Understanding and analyzing insurance coverages, forms, and policies
• Strong mathematical skills for rating policies
• Excellent written and oral communication skills
• Organizational skills to set and maintain priorities
• Ability to work independently with minimal supervision

Required Experience: 2-5 years of relevant experience

Required Education: High school diploma or equivalent

Department: Account Management & Service

Travel: Negligible

HUB International Limited is an equal opportunity employer committed to diversity and inclusion. We do not discriminate based on race, ethnicity, national origin, religion, age, gender, sexual orientation, gender identity, disability, veteran status, or any other protected characteristic.

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