Account Manager, Employee Benefits

Hub International InsuranceNewport Beach, CA
Remote

About The Position

HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative insurance solutions. We are seeking an experienced Account Manager to join our Employee Benefits Department. This role works collaboratively with the service team to provide provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.

Requirements

  • Hold a high school diploma/GED (college degree strongly preferred)
  • Have at least 3+ 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
  • 2-5 years of relevant experience

Nice To Haves

  • Open to Remote

Responsibilities

  • 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.

Benefits

  • health/dental/vision/life/disability insurance
  • FSA
  • HSA
  • 401(k) accounts
  • paid-time-off benefits
  • eligible bonuses
  • equity
  • commissions for some positions
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