HUB International

Employee Benefits Account Manager

HUB International

full-time

Posted on:

Location Type: Hybrid

Location: Tampa • Florida • 🇺🇸 United States

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Job Level

JuniorMid-Level

About the role

  • 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.
  • 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

  • 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
  • Four-year college degree preferred
  • Relevant Employee Benefits licenses per state/regional statutes
  • Advanced professional designation highly desirable (e.g. CEBS, GBA, HIA, RHU, REBC)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Employee Benefits experiencebroker management systemsopen enrollment assistanceaccount managementcross-sellingup-sellingpolicy interpretationcontract reviewclient implementationdocumentation management
Soft skills
listeningprioritizationadaptabilitywritten communicationoral communicationorganizational skillsproblem solvingtime managementclient relationship managementteam collaboration
Certifications
Employee Benefits licensesCEBSGBAHIARHUREBC