Account Manager, Employee Benefits

Primary Role
The Employee Benefits Account Manager (AM) works collaboratively with the Producer, Account Executive (AE) and Account Administrator (AA) managing a book of business. Coordinates and provides day‑to‑day service for employee benefits clients by owning the annual renewal and marketing process, maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day‑to‑day contact alongside AE and AA and provides resolution for client questions and issues.

Duties and Responsibilities

Supports client retention, maintains strong carrier relationships, and understands client needs

General knowledge of medical benefits (all funding types and preferred carrier offerings)

General knowledge of ancillary benefits (preferred carrier offerings and differentiators)

Participation in Critical Path execution and renewal preparation

Organizes meetings with team members & clients, and confidently presents to clients

Leads and executes the full renewal & RFP process in collaboration with AEs

Manages claims and coverage issue resolution for clients to support CAST or Account Administrators

Aids with clients’ service issues escalated by Account Administrator

Collaborates with internal teams (CAST & BTT) to deliver client needs

Educated on the HUB consulting practices and resources plus how clients can utilize them

Presentation to clients (C-suite, HR team or employees)

Attends industry related continuing education training and courses, as approved

Works within a team supporting multiple AEs & AAs with books of business

Manages client projects, and completes open and consistent communication

Maintains a strong relationship with HUB’s GA partner and processes ancillary marketing through the partnership, plus performs quality assurance reviews of their work

Create & review marketing presentation for all client benefits

Manages new carrier, plan or vendor implementation and project management

Collects necessary reports for clients

Executes timely and accurate new client onboarding

Provides exceptional service, to the expectations of our Client Service Standards

Advise and guide clients in compliance matters and sends monthly reports to client as needed

Develops open enrollment strategy, conducts benefits presentations and/or records presentations for employees and HR Managers as requested by clients

Performs contract review and supports preparation of SPD Wraps, Cafeteria and POP Plan documents; communicates

Maintain accurate client and carrier files

Maintains HUB’s client tracking system (monday.com)

Provide mentorship with Account Administrator where applicable

Must follow HUB Broker Standards

Key Competencies

Teamwork – Supports all organizational departments in a collaborative effort for everyone to succeed

Written Communication – Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information

Initiative – Volunteers readily; undertakes self‑development activities; seeks increased responsibilities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed

Quality Management – Demonstrates attention to detail

Project Management – Ability to lead and contribute team and adhere to deadlines

Qualifications: Education & Experience

Bachelor’s degree preferred

High school diploma or equivalent required

At least 2–4 years of related experience working as an Account Manager or Account Representative in the employee benefit arena (equivalent combination of education and experience is acceptable)

L&H License required or must be able to obtain within 60 days of hire

Physical Requirements
The physical demands described here is representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and distance vision. Some travel required by car to meet with clients and other outside events.

Other Requirements

Must hold a valid Driver’s License

Dependable transportation

Public Speaking/Language Skills: Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence; ability to speak effectively to customers and teammates

Bilingual in English and Spanish is a big plus

Math Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals

Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions; ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables

Computer Skills: Proficient in Microsoft Office including Excel, Word and PowerPoint; follow guidelines on working in BMS (BenefitPoint) for premium efficiency with your team

Equal Opportunity Employer
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran’s status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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