Strategic Client Benefits Account Manager

HUB International; Santa Barbara (CA); On-site; USD 36,000 - 44,000; Full time

Job summary

HUB International in Santa Barbara, CA is seeking an experienced Account Manager to support client relationships and benefits administration. You will coordinate enrollment, renewals, and service delivery, ensuring accurate documentation and timely responses to client needs.

The role collaborates with Producers and HUB Specialty Practice Teams to design and implement tailored benefit programs, analyze data, and communicate effectively with clients and carriers.

Qualifications

• High School Diploma or GED required; college degree preferred.
• 5+ years in related benefit insurance industry experience or equivalent.
• Life & Health insurance license required.

Responsibilities

• Establishes and maintain strong client relationships with clients and carriers.
• Manages enrollment processes and renewal activities for employer groups; coordinates with carriers.
• Partners with producers to design and implement client benefit strategies and conduct financial analyses.
• Communicates client needs and presents renewal results to clients and internal teams.

Skills

Client relationships

Insurance knowledge

Communication

Documentation

Problem solving

Education

High School Diploma / GED

College degree preferred

Life & Health license

Tools

Microsoft Office

Agency management systems

Data analysis tools

Job description

HUB International in Santa Barbara, CA is seeking an experienced Account Manager to support client relationships and benefits administration. You will coordinate enrollment, renewals, and service delivery, ensuring accurate documentation and timely responses to client needs.

The role collaborates with Producers and HUB Specialty Practice Teams to design and implement tailored benefit programs, analyze data, and communicate effectively with clients and carriers.