Account Manager I, Employee Benefits Specialist

1 month ago


Newport Beach, United States HUB International Full time

About the Role:

We are seeking an experienced Small Group Account Manager to work collaboratively with the Producer managing a book of clients in the small business segment.

The ideal candidate will have a strong understanding of employee benefits and related legislation, as well as excellent communication and organizational skills.

Responsibilities:

  • Develop client relationships with HR Manager/Directors as well as C-Suite
  • Develop a plan to meet client's short and long-term needs throughout the year
  • Manage the RFP and marketing process
  • Collaborate with Producer in the renewal planning process
  • Advises and guides clients in compliance matters
  • Manage and facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices
  • Understands and can explain all aspects of carrier renewals for assigned clients
  • Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs
  • Manages claims and coverage issue resolution for clients' employees when elevated from HR
  • Develops open enrollment presentations in Microsoft PowerPoint software for employees and HR Managers as needed

Requirements:

  • High school diploma/GED (college degree strongly preferred)
  • 3+ years of related employee benefits, account-service experience within a brokerage environment
  • Knowledge of employee benefits and related legislation such as ACA, COBRA and HIPAA
  • Currently licensed and in good standing
  • Confidence and demeanor to effectively interact with all levels within the organization
  • Organizational and communication skills
  • Keen attention to detail
  • Computer literate - Microsoft Office Suite and Outlook

About HUB International:

HUB International is a leading insurance brokerage and financial services firm that provides a wide range of insurance and financial services to individuals and businesses.

We are proud to offer a comprehensive benefit and total compensation package that includes health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

How to Apply:

If you are a motivated and experienced professional looking for a new challenge, please submit your application today.



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