Benefits Education & Enrollment Associate

HUB International • San Antonio, TX

6d • Hybrid

About The Position

Working within a service team of Account Managers, Account Executives, Account Coordinators, Marketing Analysts, other team members, and consultants or sales producers, the Benefits Education & Enrollment Associate helps deliver a client experience that meets the agency’s quality and service standards.

The associate leads open enrollment and education meetings both virtually and onsite, and records open enrollment videos in English and Spanish as requested by clients. The role maintains a small book of business, mostly consisting of mid-market accounts, and performs client service activities throughout the year. It also requires timely and accurate documentation in agency management systems. The associate visits clients onsite to provide HUB Q&A office hours and new hire orientations.

This is a hybrid role requiring three days per week in the office.

Requirements

• At least 3 years of employee benefits experience, including group medical, dental, vision, life, disability, and ancillary products.
• Well versed in customer service.
• Excellent verbal and written communication skills.
• Proficient in Excel, Word, Outlook, Teams, and Adobe.
• Bilingual in English and Spanish.
• Obtain a Texas General Lines Life & Health insurance license within 60 days of employment and maintain it throughout employment.

Nice To Haves

• Experience with self-funded plans.
• Experience with BenefitPoint ImageRight.

Responsibilities

• Lead open enrollment and education meetings virtually and onsite.
• Record open enrollment videos in English and Spanish as requested by clients.
• Maintain a small book of business, mostly of mid-market accounts, and perform client service activities throughout the year.
• Document information accurately and promptly in agency management systems.
• Visit clients onsite to provide HUB Q&A office hours and new hire orientations.

Benefits

• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans.
• Generous paid time off and paid parental leave.
• Wellbeing program designed to support work/life balance.
• Structured training, licensing support, and ongoing development opportunities.
• Collaborative culture, community impact through HUB Gives, and opportunities for career growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed