Account Manager, Employee Benefits

Primary Role:

The Employee Benefits Account Manager (AM) works collaboratively with the Producer, Account Executive (AE) and Account Administrator (AA) managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by owning the annual renewal and marketing process, maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact alongside AE And AA and provides resolution for client questions and issues.

Duties and Responsibilities: 

• Supports client retention, maintains strong carrier relationships, and understands client needs 

• General knowledge of medical benefits (all funding types and preferred carrier offerings) 

• General knowledge of ancillary benefits (preferred carrier offerings and differentiators) 

• Participation in Critical Path execution and renewal preparation 

• Organizes meetings with team members & clients, and confidently presents to clients  

• Leads and executes the full renewal & RFP process in collaboration with AEs 

• Manages claims and coverage issue resolution for clients to support CAST or Account Administrators.  

• Aids with clients’ service issues escalated by Account Administrator 

• Collaborates with internal teams (CAST & BTT) to deliver client needs.  

• Educated on the HUB consulting practices and resources plus how clients can utilize them.  

• Presentation to clients (C-suite, HR team or employees) 

• Attends industry related continuing education training and courses, as approved 

• Works within a team supporting multiple AEs & AAs with books of business 

• Manages client projects, and completes open and consistent communication 

• Maintains a strong relationship with HUB’s GA partner and processes ancillary marketing through the partnership, plus performs quality assurance reviews of their work. 

• Create & review marketing presentation for all client benefits 

• Manages new carrier, plan or vendor implementation and project management  

• Collects necessary reports for clients 

• Executes timely and accurate new client onboarding 

• Provides exceptional service, to the expectations of our Client Service Standards 

• Advises and guides clients in compliance matters and sends monthly reports to client as needed 

• Develops open enrollment strategy, conducts benefits presentations and/or records presentations for employees and HR Managers as requested by clients 

• Performs contract review and supports preparation of SPD Wraps, Cafeteria and POP Plan documents Communicates 

• Maintain accurate client and carrier files 

• Maintains HUB’s client tracking system (monday.com) 

• Provide mentorship with Account Administrator were applicable 

• Must follow HUB Broker Standards

Key Competencies: 
To perform the job successfully, an individual should demonstrate the following competencies: 

• Teamwork – Supports all organizational departments in a collaborative effort for everyone to succeed.    

• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.  

• Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.  

• Quality Management – Demonstrates attention to detail.  

• Project Management – Ability to lead and contribute team and adhere to deadlines

Qualification Requirements: 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 
The requirements listed below are representative of the knowledge, skill, and/or ability required. 
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential 
functions. 

Experience and Education  

• Bachelor’s degree preferred 

• High school diploma or equivalent required  

• At least 2-4 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).