Account Manager, Employee Benefits

Hub International Insurance • Diamond Bar, CA

17d

About The Position

HUB International is seeking an experienced Account Manager to join its Employee Benefits Department. The role works collaboratively with the service team to provide day-to-day service for employee benefits clients. The Account Manager maintains client relationships, supports client retention, builds strong carrier relationships, understands client needs, and serves as a day-to-day contact who resolves client questions and issues. The position also works with clients on renewals, marketing, compliance, open enrollment, and claims or coverage issues.

Requirements

• High school diploma or GED.
• At least 3 years of related employee benefits account-service experience in a brokerage environment.
• Knowledge of employee benefits and related legislation, including ACA, COBRA, and HIPAA.
• Currently licensed and in good standing.
• Confidence and demeanor to interact effectively with all levels within an organization.
• Strong organizational and communication skills.
• Keen attention to detail.
• Computer literacy, including Microsoft Office Suite and Outlook.

Nice To Haves

• College degree strongly preferred.

Responsibilities

• Develop client relationships with HR managers and directors, as well as C-suite leaders.
• Develop plans to meet clients’ short- and long-term needs throughout the year.
• Manage the request for proposal (RFP) and marketing process.
• Collaborate with the producer in the renewal planning process.
• Advise and guide clients on compliance matters.
• Manage and facilitate preparation of open enrollment packets, including summary of benefits and coverage (SBC) documents and disclosure notices.
• Understand and explain all aspects of carrier renewals for assigned clients.
• Maintain client relationships, support client retention, maintain strong carrier relationships, and understand client needs.
• Manage claims and resolve coverage issues for clients’ employees when escalated from HR.
• Develop open enrollment presentations in Microsoft PowerPoint for employees and HR managers as needed.

Benefits

• Structured training, licensing support, and ongoing development opportunities.
• Comprehensive health benefits.
• Retirement savings matching.
• Company-paid life and disability plans.
• Generous paid time off.
• Paid parental leave.
• Wellbeing program designed to support work/life balance.
• Collaborative culture, community engagement through HUB Gives, and room for career growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED