Account Manager, Employee Benefits and Retirement

About The Role

The Employee Benefits Account Manager 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 consultants 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.

What You’ll Do

• While acting as main, day-to-day point of contact for clients, responds both professionally and promptly to all inquiries. 
• Supports the Consultant in executing strategies, facilitating the renewal process, preparing materials/reports, ensuring internal systems are up to date, 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 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 client and employee 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.

Qualifications and expertise that pave the way for Success

• 5-8 years of applicable Employee Benefits experience.
• LLQP designation or working towards it
• Advanced professional designation highly desirable (e.g. CEBS, GBA)
• 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, PowerPoint)
• Ability to utilize and be proficient in broker management systems
• Strong organizational, problem solving and time management skills

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
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