HUB International

Account Manager, Employee Benefits

HUB International

full-time

Posted on:

Location Type: Hybrid

Location: Newport Beach • California • United States

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Salary

💰 $85,000 - $95,000 per year

About the role

  • Develops client relationships with HR Manager/Directors as well as C-Suite
  • Develops a plan to meet client’s short and long-term needs throughout the year
  • Manages the RFP and marketing process
  • Collaborates with Producer in the renewal planning process
  • Advises and guides clients in compliance matters.
  • Manages and facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices.
  • Understands and can explain all aspects of carrier renewals for assigned clients
  • Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs.
  • Manages claims and coverage issue resolution for clients’ employees when elevated from HR.
  • Develops open enrollment presentations in Microsoft PowerPoint software for employees and HR Managers as needed.

Requirements

  • hold a high school diploma/GED (college degree strongly preferred)
  • have at least 4+ years of related employee benefits, account-service experience within a brokerage environment
  • Knowledge of employee benefits and related legislation such as ACA, COBRA and HIPAA.
  • are currently licensed in good standing
  • have the confidence and demeanor to effectively interact with all levels within the organization
  • have strong organizational and communication skills
  • have a keen attention to detail
  • are computer literate - Microsoft Office Suite and Outlook
Applicant Tracking System Keywords

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

Hard Skills & Tools
employee benefitsaccount-service experiencecompliance knowledgeclaims resolutionopen enrollment preparationpresentation development
Soft Skills
client relationship managementorganizational skillscommunication skillsattention to detailinterpersonal skills
Certifications
brokerage license