Employee Benefits Account Manager jobs in United States
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HUB International · 7 hours ago

Employee Benefits Account Manager

HUB International is a global insurance and employee benefits broker providing a wide range of services. The Employee Benefits Account Manager will manage client relationships, support client retention, and coordinate day-to-day service for employee benefits clients.

Financial ServicesInsuranceInsurTechRisk Management
Hiring Manager
Kevin Phillips
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Responsibilities

Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs
Collaborates on delivering multi-year strategic plan
Manages projects in concert with the client including, but not limited to, all vendor implementation
Assists with generating benchmarking reports (annually, quarterly or monthly)
Manages claims and coverage issue resolution for clients’ employees when elevated from HR
Provides assistance with clients’ billing and eligibility audits, and on occasion may conduct these audits for clients independently
Advises and guides clients in compliance matters and sends monthly reports to client as needed
Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices, when not completed by Account Executive
Creates employee benefit booklets, when not completed by Account Administrator
Assists with open enrollment presentations and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers as needed
Handles renewal and open enrollment material prep
Orders supplies from carriers, and reviews for accuracy
Manages new carrier, plan or vendor implementation including benefits administration system build-out and project management
Installs and regularly updates client specific data in Benefit Point
Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents
Prepares master group files, client contact sheet, and maintains carrier files
Assists in the RFP process as needed, such as proposal development including preparing census, entering and updating pivotal information as needed
Coordinates client contact changes with Producer/Account Executive
Organizes client meetings with other team members
Attends industry related continuing education training and courses
Must follow HUB Broker Standards

Qualification

L&H LicenseClient facing experienceInsurance plansAgency Management systemsProficiency using MS ExcelBachelor’s degreeQuality ManagementProject ManagementTeamworkWritten CommunicationInitiative

Required

Bachelor's degree
2+ years of related experience working as an Account Manager or Account Representative in the employee benefit arena (equivalent combination of education and experience is acceptable)
Client facing experience
L&H License required
Proficiency using MS Excel

Preferred

Bachelor's degree preferred
Knowledge of fully insured and self-funding plans preferred
Experience with Agency Management systems preferred

Company

HUB International

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HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.

Funding

Current Stage
Public Company
Total Funding
$8.5B
Key Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B

Leadership Team

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Marc Cohen
Chairman of the Board and CEO
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Joseph C. Hyde
Chief Financial Officer
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Company data provided by crunchbase