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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.
ATS Keywords
Tailor your resumeApplicant 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 assistancepolicy interpretationcontract reviewaccount roundingcross-sellingup-sellingclient implementationdocumentation management
Soft Skills
listeningprioritizationadaptabilitywritten communicationoral communicationorganizational skillsproblem solvingtime management
Tools & Technologies
Microsoft Office SuiteBenefit PointBUS
Certifications & Qualifications
Employee Benefits licensesCEBSGBAHIARHUREBC
Industry Keywords
customer satisfactionclient meetingsinsurance carriersservice needsmarketing initiativesrenewal processclient work coordinationinsurance industry changes
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)