Employee Benefits Account Manager

HUB International•Gainesville, FL

About The Position

The Employee Benefits Account Manager (AM) services and maintains accounts while providing professional and prompt support to our clients, carrier representatives, vendor partners, and HUB colleagues. The AM also works independently, as well as cooperatively, with Producers and the entire client team to deliver all HUB services to assigned clients throughout the policy cycle. This role plays a key part in positively impacting customer satisfaction and will support the organic growth goals of the organization – whether through account rounding, cross-selling, or support in the development of new business.

Requirements

Work Experience: 2 – 5 years of applicable Employee Benefits experience.
Strong ability to listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues.
Adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting
Strong written and oral communication skills
Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
Ability to utilize and be proficient in broker management systems
Strong organizational, problem solving and time management skills
Four-year college degree preferred
Relevant Employee Benefits licenses per state/regional statutes

Nice To Haves

Advanced professional designation highly desirable (e.g. CEBS, GBA, HIA, RHU, REBC)

Responsibilities

While acting as main, day to day point of contact for clients, responds both professionally and promptly to all inquiries.
Supports the Account Executive in executing strategies, facilitating the renewal process, preparing materials/reports, ensuring internal systems are up to date (Benefit Point and BUS) and managing/ coordinating client work across the account team.
Acts as liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, for example eligibility, billing, policy interpretation, and contract review.
Manages, organizes, and conducts client meetings when necessary.
Manage carrier changes with the client and ensures all necessary documentation (paper or electronic) is completed accurately and timely.
Key contributor of the critical path work for clients:
Identify opportunities for cross-sell and up-sell of other HUB products and services.
Oversees open enrollment assistance and communications.
Manage new client or new line of coverage implementation.
Stays abreast of changes in the insurance industry and other external conditions that may impact clients.
Manage open items log - ensure outstanding items closed in timely manner.
May travel for client meetings up to 25% of the time.

Benefits

Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance, because that’s important for all of us!
Focus on creating a meaningful environment through employee engagement events
The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential - HUB is constantly growing and so can your career!
A rewarding career that helps local businesses in the community
Strong community support and involvement through HUB Gives