Account Manager I- Employee Benefits

$66,560 - $75,000/Yr

Hub International - Newport Beach, CA

Full-time - Mid Level

Newport Beach, CA

501-1,000 employees

Insurance Carriers and Related Activities

About the position

The Small Group Account Manager at HUB International is responsible for managing a book of clients in the small business segment, providing day-to-day service for employee benefits clients. This role involves developing and maintaining client relationships, supporting client retention, and ensuring compliance with employee benefits legislation. The position requires collaboration with Producers and involves tasks such as managing the RFP process, preparing open enrollment materials, and resolving client issues.

Responsibilities

• Develops client relationships with HR Manager/Directors as well as C-Suite.
• Develops a plan to meet client's short and long-term needs throughout the year.
• Manages the RFP and marketing process.
• Collaborates with Producer in the renewal planning process.
• Advises and guides clients in compliance matters.
• Manages 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.
• Demonstrated organizational and communication skills.
• Keen attention to detail.
• Computer literate - Microsoft Office Suite and Outlook.

Benefits

• Competitive salary
• Bonus potential
• Health insurance
• Dental insurance
• Vision insurance
• Pet insurance
• Paid time off
• Generous 401k plan
• Flexible spending account (FSA)
• Health savings account (HSA)