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Account Management Specialist

2 months ago

Culver City, California, United States 50191 Hub International Insurance Services Inc. Full time

UNLEASH YOUR POTENTIAL * MAKE A DIFFERENCE

ABOUT US. Pioneering Change for Over Two Decades.

As the landscape of business evolves, HUB is dedicated to equipping organizations and individuals with the tools to navigate the unexpected. With a vast network of over 530 offices across North America and recognized as the 5th largest insurance brokerage worldwide, our goal is to provide clients with the confidence that their most valued assets are protected through steadfast advocacy and tailored insurance solutions. Our team comprises a diverse and talented group of professionals celebrated for their expertise in the insurance sector.

OUR PEOPLE ARE OUR PRIORITY.

At HUB, we pride ourselves on fostering a competitive, vibrant, and inclusive workplace that aligns with your aspirations. We are committed to empowering our employees for long-term success by investing in their growth and offering continuous development opportunities. Join us in a journey that harmonizes a dynamic work environment with financial security and job satisfaction. We welcome applicants from all backgrounds and take pride in our richly diverse workforce.

YOUR WELL-BEING MATTERS TO US.

Our commitment to our employees is sincere and comprehensive. We offer competitive compensation, bonus opportunities, and a robust benefits package designed to support your health, retirement, and career goals. Our offerings include various health plans, vision and dental coverage, pet insurance, generous paid time off, a comprehensive 401k plan, and more.

THE ROLE:

Our service professionals are vital in assisting clients with everyday account management, claims processing, and underwriting services, ensuring they are well-equipped to protect what is most important to them. As part of a strong network of resources, you will collaborate with some of the industry's finest talent to meet and exceed our clients' needs while providing innovative insurance solutions.

The Client Success Manager works closely with the Producer and Account Executive to oversee a portfolio of small group clients, supporting Account Executives with complex, larger clients. This position entails coordinating and delivering daily services for employee benefits clients, nurturing client relationships, enhancing client retention, building strong carrier partnerships, and understanding client requirements.

Key Responsibilities:

  • Collaborates with Account Executive to implement multi-year strategic initiatives.
  • Manages client projects, including vendor integrations.
  • Generates annual benchmarking reports and recommends strategies based on insights.
  • Maintains client relationships, supports retention efforts, fosters strong carrier connections, and comprehends client needs.
  • Addresses claims and coverage issues for clients' employees as escalated from HR or support centers.
  • Assists with billing and eligibility audits, occasionally conducting these audits independently.
  • Provides guidance on compliance matters to clients.
  • Prepares open enrollment materials, including summaries and disclosure notices.
  • Creates employee benefit documentation using publishing software.
  • Develops open enrollment presentations and conducts informative webinars for employees and HR managers.
  • Oversees the implementation of new carriers, plans, or vendors, including system setup.
  • Updates client-specific information in the management system.
  • Supports the RFP process and mentors Account Representatives.

QUALIFICATIONS:

  • Bachelor's degree preferred.
  • 3-5 years of relevant experience as an Account Manager or Account Representative in the employee benefits sector required (equivalent education and experience will also be considered).
  • Experience with small groups is essential.
  • Ability to read and interpret documents with strong written and verbal communication skills.
  • Bilingual proficiency in English and Spanish is a significant advantage.

BEGIN YOUR JOURNEY TOWARD A REWARDING FUTURE.

We look forward to meeting you and exploring the possibilities together. Your next career chapter awaits.