Employee Benefits Account Manager

Overview

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.

Responsibilities

• As main day-to-day point of contact for clients, respond professionally and promptly to all inquiries.
• Support 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.
• Act as liaison between clients and insurance carriers to resolve service needs or marketing initiatives, including eligibility, billing, policy interpretation, and contract review.
• Manage, organize, and conduct client meetings when necessary.
• Manage carrier changes with the client and ensure all necessary documentation (paper or electronic) is completed accurately and timely.
• Identify opportunities for cross-sell and up-sell of other HUB products and services as a key contributor to the client project plan.
• Oversee open enrollment assistance and communications.
• Manage new client or new line of coverage implementation.
• Stay abreast of changes in the insurance industry and other external conditions that may impact clients.
• Manage open items log and ensure outstanding items are closed in a timely manner.
• Travel for client meetings up to 25% of the time, as needed.

Requirements

Work Experience :

Education :

Qualifications :

Department : Account Management & Service

Required Experience : 2-5 years of relevant experience

Required Travel : Up to 25%

Required Education : High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race / ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at the EEO information link.

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