Account Manager - Employee Benefits

Hub International InsuranceBlue Bell, PA
4dHybrid

About The Position

At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. Explore your future with HUB International. Let’s grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you. We currently have an opportunity for a hybrid role as an Account Manager to join our Employee Benefits team . About this opportunity: The Account Manager (AM) will manage a book of clients that have 15-99 lives. The AM will market and prepare cost illustrations for Employee Benefits lines of coverage. The individual will have the ultimate responsibility for the assigned book of business and provide support to other team members for all 2-99 groups. Typical functions include client facing, public speaking, a mix of administrative work, benefit information preparation, and special projects as necessary.

Requirements

  • High school diploma required, though bachelor’s degree preferred
  • 2- 5 years of employee benefits account management experience within an agency
  • Current PA Life, Accident, and Health License
  • Exceptional written and verbal communication skills
  • Proficiency with Microsoft Office Suite
  • High energy; detail-orientation; self-starting
  • Significant skill in handling competing demands and projects
  • Excellent organizational skills and ability to prioritize and delegate responsibility
  • Strong and efficient time management skills

Responsibilities

  • Respond promptly and professionally to the service needs of clients
  • Market coverage via RFP process, organize responses, and produce spreadsheets and other related items while verifying their accuracy
  • Work with clients to deliver employee communications and open enrollment materials
  • Send clients monthly financial reports with comments
  • Prepare renewals, contact clients for updated information, create renewal proposals, and handle other renewal activities in coordination with the Consultant
  • Process client renewal changes, such as new carrier implementation, adding new products, etc.
  • Prepare meeting summaries and follow-up items, making sure all follow-up items are addressed
  • Possess a detailed knowledge of the client’s business and industry
  • Establish and maintain strong and productive professional relationships with cognizant insurance carriers and key vendor partners, including a detailed familiarity with carrier and key vendor partner products and services in support of assigned clients
  • Possess a broad knowledge of insurance products and usages and ability to work independently
  • Maintain required internal client filings
  • Ensure that all client service needs are promptly and professionally delivered
  • Possess a mastery of the various HUB resources and tools that are available via “HUB Today”
  • Have knowledge about and comply with HUB systems, procedures, and state/federal insurance regulations
  • Maintain applicable licensing by participating in continuing education
  • Possess a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media to the client
  • Travel to clients' sites for meetings around the state of PA

Benefits

  • A rewarding job that helps local businesses in the community
  • Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
  • Generous time-off policies (Vacation + Personal/Sick/ Holidays)
  • A work/life balance because that’s important for all of us
  • Learn from the expertise of your coworkers
  • Growth- HUB is growing, and so can your career
  • Be part of a motivated team
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