Employee Benefits Account Manager

Hub International Insurance•Sandy, UT

4d•Hybrid

About The Position

HUB International is seeking an Account Manager for its large group Employee Benefits team. The role services an assigned book of employee benefits clients, consisting of groups with 100 or more lives, and may provide support to other account management team members as needed. This is a hybrid role requiring three days per week in the office. The Account Manager supports the Account Executive in servicing benefits accounts, builds and maintains client relationships, and provides day-to-day customer service to clients, vendors, and colleagues. The role also supports client meetings and open enrollment, prepares client communications and benchmark reports, reviews plan materials, assists with compliance documentation, and participates in the new business process. HUB describes its culture as collaborative and growth-oriented, with structured training, licensing support, and ongoing development opportunities. The company is an Equal Opportunity Employer and provides reasonable accommodations during the application and hiring process.

Requirements

2–5 years of experience within employee benefits, human resources, or a related field.
High school diploma required.
Proficiency in MS Office.
Excellent written and oral communication skills.
Excellent organizational and prioritization skills.
High attention to detail.
Life, Accident, and Health Insurance License, or ability to obtain it within three months of employment.

Nice To Haves

College degree preferred.
Client presentation experience preferred.

Responsibilities

Support the Account Executive in servicing an assigned book of benefits accounts.
Build and maintain client relationships.
Handle daily emails and phone calls from clients, vendors, and other team members, and assist clients with claims, billing, and other day-to-day service issues.
Maintain electronic filing and required data in Benefit Point, the agency management system.
Attend and present at client meetings and open enrollment meetings as needed.
Prepare and print client communication materials and, in some cases, deliver them to clients.
Review contracts, plan documents, and plan summaries for accuracy.
Prepare benchmark reporting.
Assist team members with compliance materials, including 5500s, wrap documents, and ACA reporting documents.
Participate in or assist with the new business process.
Provide support to other members of the account management team as needed.