Employee Benefits Team Leader

HUB International; Sandy (UT); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation

Medical, dental, vision insurance

401(k) with company match

Generous paid time off

Job summary

HUB International in Sandy, Utah is looking for an experienced professional to manage a book of insurance business and mentor Account Managers. The role includes providing expert service to clients, understanding their insurance needs, and maintaining strong account retention rates. Ideal candidates will possess a Life and Health Insurance license, strong communication skills, and proficiency with Microsoft Office. A hybrid work model is offered, requiring in-office presence three days a week.

Qualifications

• Life and Health Insurance license required.
• High school diploma needed; college degree preferred.
• Strong written and oral communication skills essential.
• Familiarity with insurance policy forms is beneficial.

Responsibilities

• Mentor and train Account Managers.
• Manage a book of insurance business independently.
• Provide professional service to clients and partners.
• Conduct client meetings and maintain documentation.

Skills

Life and Health Insurance license

Strong written and oral communication skills

Organizational skills

Detail-oriented

Proficiency with Microsoft Office

Education

High school diploma required; college degree preferred

Tools

Microsoft Office Suite (Word, Excel, Outlook)

Benefit Point

Monday.com

Job description

About HUB International

At HUB International, we advise businesses and individuals on how to reach their goals. We believe in protecting and supporting the aspirations of individuals, families, and businesses by helping our clients evaluate their risks and develop solutions tailored to their needs. When you join HUB, you become part of a vast network of risk, insurance, employee benefits, retirement, and wealth management specialists who bring clarity to a changing world through tailored solutions and unwavering advocacy. We help businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients.

Responsibilities

• Supports, mentors, and trains Account Managers and Assistant Account Managers, as necessary
• Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision‑making
• Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
• Provides a high level of support to Producers in obtaining, maintaining, and expanding business
• May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience‑based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues
• Responsible for overall retention of accounts in assigned book of business
• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows up on cross‑selling opportunities when appropriate
• Manages, organizes, and conducts client meetings when necessary
• Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems
• Attends industry related continuing education training and courses

Qualifications

• Life and Health Insurance license
• High school diploma required; college degree preferred
• Strong written and oral communication skills
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
• Proficiency or ability to learn Benefit Point, Monday.com, and other software
• Ability to understand policy forms and coverage descriptions
• Organizational skills required
• Willingness to attend educational classes desired
• High attention to detail essential

Our Vision

To be everywhere risk exists—today and tomorrow—helping protect what matters most.

Our Mission

To protect and support the aspirations of individuals, families, and businesses, while empowering our employees to learn, grow, and make a difference in their communities.

At HUB

We invest in our people. Our entrepreneurial culture fosters innovation, ownership, and continuous improvement—giving you the opportunity to build a meaningful career while delivering real impact for clients and communities.

We Offer

• Competitive compensation and comprehensive benefits
• Medical, dental, vision, and voluntary insurance options
• Health Savings Account (HSA) funding
• 401(k) with company match
• Company‑paid life insurance and short‑term disability
• Optional supplemental life and long‑term disability
• Wellness programs and resources
• Paid parental leave
• Generous paid time off (vacation, holidays, sick, and personal time)
• Strong work‑life balance
• Career growth and development in a rapidly expanding organization
• A collaborative, high‑performing team culture
• Community impact through HUB Gives

Our Core Values

• Entrepreneurship: We encourage innovation and thoughtful risk‑taking.
• Integrity: We do the right thing—every time.
• Teamwork: We work together to achieve the best results.
• Accountability: We take ownership of outcomes.
• Service: We serve our clients, communities, and one another.

This is a hybrid role, requiring at least three days per week (Tuesday, Wednesday, and Thursday) in the office, though that is subject to change, per company policy.

Department: Account Management & Service

Required Experience: 5–7 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

E‑Verify Program

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.

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.