Employee Benefits Account Manager
HUB International
full-time
Posted on:
Location Type: Hybrid
Location: Winter Park • Florida • United States
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About the role
- Services and maintains accounts while providing professional and prompt support to clients.
- Works independently and cooperatively with Producers and the entire client team to deliver all HUB services to assigned clients throughout the policy cycle.
- Acts 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.
- Manages open items log - ensure outstanding items closed in timely manner.
- 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.
- 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 & Tools
Employee Benefits experiencebroker management systemsopen enrollment assistancepolicy interpretationcontract reviewcross-sellup-sell
Soft Skills
listeningprioritizationadaptabilitywritten communicationoral communicationorganizational skillsproblem solvingtime management
Certifications
Employee Benefits licensesCEBSGBAHIARHUREBC