Employee Benefits Account Manager

HUB International•Argyle, TX

1d•Hybrid

About The Position

The Employee Benefits Account Manager works collaboratively with the Producer, Account Executive, and Account Administrator to manage a book of business and provide day-to-day service to employee benefits clients. The role maintains client relationships, supports retention, builds strong carrier relationships, understands client needs, and resolves client questions and issues. This is a hybrid role requiring three days per week in the office. The Account Manager manages client projects and vendor implementations, supports strategic planning and renewal preparation, provides benchmarking and compliance information, and coordinates plan administration activities. The role may prepare open enrollment materials and presentations, benefits booklets, plan documents, and Form 5500 materials; support RFP and marketing processes; update client data and carrier records; and mentor Account Administrators or Assistant Plan Analysts where applicable. The position also organizes client meetings, coordinates contact changes with the Producer or Account Executive, helps clients access HUB resources, and follows HUB Broker Standards. HUB offers structured training, licensing support, and ongoing development opportunities. Benefits and programs may vary based on employment status, role, location, and eligibility. HUB describes its work environment as collaborative and focused on employee growth, customer service, and career development.

Requirements

L&H license required, or must be obtained after 90 days.
Prefer 2–5 years of related experience as an Account Manager or Account Representative in the employee benefits arena; an equivalent combination of education and experience is acceptable.
Demonstrated ability to perform the essential duties satisfactorily.
Teamwork and collaboration skills.
Clear written communication, including editing for spelling and grammar, adapting writing style to needs, presenting numerical data effectively, and interpreting written information.
Initiative, including self-development, seeking responsibility, independent action, and identifying opportunities.
Attention to detail and quality management.
Project management ability, including leading and contributing to a team and meeting deadlines.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Maintain client relationships, support client retention, maintain carrier relationships, and understand client needs.
Collaborate on delivering a multi-year strategic plan.
Manage client projects, including vendor implementation.
Provide benchmarking reports to clients on an annual, quarterly, or monthly basis.
Manage claims and coverage issue resolution for clients’ employees when escalated from HR.
Assist with client billing and eligibility audits and conduct them independently when needed.
Advise and guide clients on compliance matters and send monthly reports as needed.
Facilitate preparation of open enrollment packets, including SBCs and disclosure notices, when not completed by the Account Administrator.
Create employee benefit booklets when not completed by the Account Administrator.
When there is no Account Executive on the team, develop open enrollment presentations and conduct benefits webinars or record Brainshark presentations for employees and HR Managers.
Order supplies from carriers and review them for accuracy.
Manage new carrier, plan, or vendor implementation, including benefits administration system build-out and project management.
Install and regularly update client-specific data in BenefitPoint.
Review contracts and facilitate preparation of SPD Wraps, Cafeteria, and POP Plan documents.
Facilitate Form 5500 preparation.
Prepare master group files and client contact sheets, and maintain carrier files.
Handle renewal preparation.
Assist with the RFP process, including proposal development, census preparation, entering and updating information, online quoting, and marketing groups when requested.
Mentor Account Administrators or Assistant Plan Analysts where applicable.
Coordinate client contact changes with the Producer or Account Executive.
Organize client meetings with other team members.
Make clients aware of resources offered by HUB.
Attend industry-related continuing education training and courses.
Follow HUB Broker Standards.