Employee Benefits Account Manager

Hub International - Houston, TX

Full-time - Mid Level

Houston, TX

10,001+ employees

Insurance Carriers and Related Activities

About the position

The Employee Benefits Account Manager at HUB International is responsible for managing a book of business by collaborating with Producers, Account Executives, and Account Administrators. This role focuses on maintaining client relationships, supporting client retention, and ensuring effective communication between clients and carriers. The Account Manager serves as the primary contact for clients, addressing their questions and issues while providing strategic planning and project management for employee benefits.

Responsibilities

• Maintains client relationships and supports client retention.
• Collaborates on delivering multi-year strategic plans.
• Manages projects in concert with clients, including vendor implementation.
• Provides benchmarking reports to clients on a regular basis.
• Manages claims and coverage issue resolution for clients' employees.
• Assists clients with billing and eligibility audits.
• Advises clients on compliance matters and sends monthly reports as needed.
• Facilitates preparation of open enrollment packets and creates employee benefit booklets.
• Develops open enrollment presentations and conducts benefits webinars if no Account Executive is present.
• Orders supplies from carriers and reviews for accuracy.
• Manages new carrier, plan, or vendor implementation including benefits administration system build-out.
• Installs and updates client-specific data in BenefitPoint.
• Prepares contract reviews and facilitates preparation of SPD Wraps and Cafeteria Plan documents.
• Facilitates 5500 preparation and maintains carrier files.
• Handles renewal preparation and assists in the RFP process as needed.
• Mentors Account Administrator/Assistant Plan Analyst as applicable.
• Coordinates client contact changes with Producer/Account Executive.
• Organizes client meetings with team members.
• Ensures clients are aware of HUB's resources.
• Attends industry-related continuing education training.

Requirements

• Bachelor's degree preferred.
• 2-5 years of related experience as an Account Manager or Account Representative in the employee benefits field.
• Client-facing experience is required.
• Life & Health License is required.

Benefits

• Competitive and flexible benefits options
• Opportunities for growth and development
• Supportive work environment
• Commitment to employee longevity and success