Employee Benefits Account Manager – Key Accounts

Role 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.
• 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.

Requirements

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

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!