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Employee Benefits Account Manager – Key Accounts
HUB InternationalAccount Manager maintaining employee benefits accounts at HUB International. Providing client support and contributing to organic growth through account management and service.
About the role
Key responsibilities & impact- 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
What you’ll need- 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)
ATS Keywords
✓ Tailor your resumeApplicant 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 reviewaccount roundingcross-sellingup-sellingclient implementationdocumentation management
Soft Skills
listeningprioritizationadaptabilitywritten communicationoral communicationorganizational skillsproblem solvingtime management
Certifications
Employee Benefits licensesCEBSGBAHIARHUREBC