Employee Benefits Account Manager
2 days ago
HUB International is a leading global insurance broker providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 500 offices across the United States, Canada, and Puerto Rico, and more than 16,000 employees, HUB is dedicated to delivering exceptional customer service and adding value to every client interaction.
Why Choose HUB?At HUB, we believe in investing in our employees' future and providing continuous opportunities for growth and development. Our entrepreneurial culture empowers our people to make informed decisions for our customers and organization, focusing on expanding industry knowledge to better serve our valued clients. We offer competitive and flexible benefits options that evolve with our employees' changing needs.
Primary Role:The Employee Benefits Account Manager works collaboratively with the Producer, Account Executive, and Account Administrator to manage a book of business. This role coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships, and understanding client needs. The Account Manager serves as the primary point of contact and provides resolution for client questions and issues.
Duties and Responsibilities:- Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs
- Collaborates on delivering multi-year strategic plans
- Manages projects in concert with the client, including vendor implementation
- Provides benchmarking reports to clients (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 independently if not handled or escalated by the Account Administrator
- Advises and guides clients in compliance matters and sends monthly reports to clients as needed
- Facilitates preparation of open enrollment packets, including SBCs and disclosure notices, when not completed by the Account Administrator
- Creates employee benefit booklets, when not completed by the Account Administrator
- If there is no Account Executive on the team, develops open enrollment presentations and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers
- 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 BenefitPoint
- Performs contract review and facilitates preparation of SPD Wraps, Cafeteria, and POP Plan documents
- Facilitates 5500 preparation
- Prepares master group files, client contact sheets, and maintains carrier files
- Handles Renewal Prep
- Assists in the RFP process as needed, such as proposal development, including preparing census, entering and updating pivotal information as needed, on-line quoting, and marketing a group when requested
- Provides mentorship with the Account Administrator/Assistant Plan Analyst, as applicable
- Coordinates client contact changes with the Producer/Account Executive
- Organizes client meetings with other team members
- Makes sure the client is aware of the resources that HUB offers
- Attends industry-related continuing education training and courses
- Must follow HUB Broker Standards
- Team Work - 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 to team and adhere to deadlines
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
2-5 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 required
L&H License required
-
Employee Benefits Account Manager
20 hours ago
Houston, Texas, United States HUB International Full timeAbout HUB InternationalHUB International is a leading global insurance broker providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.With over 500 offices across the United States, Canada, and Puerto Rico, and more than 16,000 employees, HUB is dedicated to...
-
Employee Benefits Account Manager
4 days ago
Houston, Texas, United States USI Holdings Corporation Full timeJob Title: Employee Benefits Account ManagerAt USI, we are seeking an experienced Employee Benefits Account Manager to join our team. As a key member of our benefits team, you will be responsible for managing employee benefits insurance accounts and services as the primary contact between clients and insurance carriers.Key Responsibilities:Manage a book of...
-
Employee Benefits Account Manager
1 day ago
Houston, Texas, United States USI Holdings Corporation Full timeJob SummaryWe are seeking an experienced Employee Benefits Account Manager to join our team at USI Holdings Corporation. The successful candidate will be responsible for managing employee benefits insurance accounts and services as the primary contact between clients and insurance carriers.Key ResponsibilitiesManage a book of business comprised of fully...
-
Employee Benefits Account Manager
4 days ago
Houston, Texas, United States INSURICA Full timeJob Title: Employee Benefits Account ManagerAt INSURICA, we are seeking a highly skilled and motivated Employee Benefits Account Manager to join our team. As an Employee Benefits Account Manager, you will be responsible for assisting clients with service needs and making changes to existing accounts, as well as meeting marketing responsibilities.Key...
-
Employee Benefits Account Manager
4 days ago
Houston, Texas, United States USI Holdings Corporation Full timeJob SummaryWe are seeking an experienced Employee Benefits Account Manager to join our team at USI Holdings Corporation. As a key member of our benefits team, you will be responsible for managing employee benefits insurance accounts and services, providing proactive support to clients, and acting as their primary contact between clients and insurance...
-
Employee Benefits Account Manager
3 days ago
Houston, Texas, United States USI Holdings Corporation Full timeJob SummaryUSI Holdings Corporation is seeking a highly skilled Employee Benefits Account Manager to join our team. As a key member of our insurance brokerage and consulting firm, you will be responsible for managing employee benefits insurance accounts and services as the primary contact between clients and insurance carriers.Key ResponsibilitiesManage a...
-
Employee Benefits Account Manager
23 hours ago
Houston, Texas, United States USI Insurance Services Full timeJob Summary:We are seeking a highly skilled Employee Benefits Account Manager to join our team at USI Insurance Services. As a key member of our team, you will be responsible for managing employee benefits insurance accounts and services, providing proactive support to assigned clients, and acting as the primary contact between clients and insurance...
-
Employee Benefits Account Manager
2 weeks ago
Houston, Texas, United States USI Insurance Services Full timeJob SummaryWe are seeking an experienced Employee Benefits Account Manager to join our team at USI Insurance Services. As a key member of our benefits team, you will be responsible for managing employee benefits insurance accounts and services, providing proactive support to clients, and acting as the primary contact between clients and insurance...
-
Employee Benefits Account Manager
18 hours ago
Houston, Texas, United States INSURICA Full timeJob SummaryThe Employee Benefits Account Manager plays a crucial role in assisting clients with service needs and making changes to existing accounts, while also meeting marketing responsibilities.Key ResponsibilitiesAssist clients with service needs and make changes to existing accountsMeet marketing responsibilitiesMaintain service and sales delivery...
-
Employee Benefits Account Manager
4 days ago
Houston, Texas, United States INSURICA Full timeJob SummaryWe are seeking a highly skilled Employee Benefits Account Manager to join our team at INSURICA. The successful candidate will be responsible for assisting clients with service needs, making changes to existing accounts, and meeting marketing responsibilities.Key ResponsibilitiesMarket new and renewal accounts to clientsEnsure all proposals and...
-
Employee Benefits Senior Account Executive
3 weeks ago
Houston, Texas, United States Alera Group Full timeJob Title: Senior Account Executive/Team LeadAlera Group Texas is seeking a highly skilled and experienced Senior Account Executive/Team Lead to join their Employee Benefits Team. The ideal candidate will have a strong background in employee benefits, preferably at a broker, and possess a deep knowledge and expertise of Employee Benefits and Active Life and...
-
Employee Benefits Senior Account Executive
4 weeks ago
Houston, Texas, United States Alera Group Full timeSenior Account Executive for Employee BenefitsAlera Group Texas is seeking a highly skilled Senior Account Executive to join their Employee Benefits Team. As a key member of the team, you will be responsible for managing and servicing a book of business within Alera Group Houston, Austin, and San Antonio markets. Your primary objective will be to assist in...
-
Employee Benefits Senior Account Executive
3 weeks ago
Houston, Texas, United States Alera Group Full timeJob Title: Senior Account Executive for Employee BenefitsAlera Group Texas is seeking a highly skilled Senior Account Executive to join their Employee Benefits Team. This role is ideal for a professional with a strong background in employee benefits and a passion for delivering exceptional service to clients.Key Responsibilities:Manage a book of business in...
-
Account Associate, Employee Benefits Specialist
4 weeks ago
Houston, Texas, United States Hotchkiss Insurance Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Account Associate to join our Employee Benefits Team at Hotchkiss Insurance in Houston. As a key member of our team, you will play a vital role in supporting our clients and ensuring the smooth operation of our benefits services.Key ResponsibilitiesSupport carrier implementation and renewal...
-
Account Associate, Employee Benefits Specialist
4 weeks ago
Houston, Texas, United States Hotchkiss Insurance Full timeJob OverviewAs an Account Associate at Hotchkiss Insurance, you will play a vital role in supporting the Employee Benefits Team in our Houston office. This position requires a strong understanding of insurance markets and a passion for delivering exceptional client service.Key ResponsibilitiesSupport carrier implementation and renewal processing to ensure...
-
Account Executive, Employee Benefits Specialist
2 weeks ago
Houston, Texas, United States IMA Financial Group Full timeJob SummaryWe are seeking an experienced Account Executive to join our team at IMA Financial Group. As an Account Executive, you will be responsible for leading the development and implementation of employee benefits solutions for our clients in the union and public labor sector.Key ResponsibilitiesDevelop and implement employee benefits strategies that meet...
-
Houston, Texas, United States IMA Financial Group Full timeJob Title: Account Executive, Employee BenefitsAbout the Role:We are seeking an experienced Account Executive to join our team at IMA Financial Group. As an Account Executive, you will be responsible for building and maintaining strong relationships with clients in the Union and Public Labor sector. You will work closely with clients to understand their...
-
Commercial Lines Account Manager
3 weeks ago
Houston, Texas, United States Flex Employee Services Full timeJob Title: Commercial Lines Account ManagerWe are seeking a highly skilled Commercial Lines Account Manager to join our team at Flex Employee Services. As a Commercial Lines Account Manager, you will be responsible for providing exceptional customer service to our clients, managing their insurance accounts, and ensuring that their needs are met.Key...
-
Houston, Texas, United States IMA Financial Group Full timeAbout the RoleWe are seeking an experienced Account Executive to join our team at IMA Financial Group. As a key member of our Employee Benefits division, you will be responsible for delivering exceptional client service and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients in the Union and Public Labor...
-
Benefits Account Manager
18 hours ago
Houston, Texas, United States Lockton, Inc. Full timeJob Summary:Lockton Dunning Benefits is seeking a skilled Account Manager to provide exceptional client service and support. The ideal candidate will possess a strong understanding of industry trends and regulations, as well as excellent communication and interpersonal skills.This role will involve developing and maintaining relationships with clients, as...
