Account Executive – Employee Benefits

HUB International

. Manage assigned employee benefits book of business .

Posted 9/15/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $80,000 - $92,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing employee benefits programs, including strategic planning, client relationship management, and compliance with industry regulations. Proficient in analyzing insurance plans and implementing solutions to enhance client satisfaction and retention.

Highest-signal resume keywords

Employee Benefits ManagementClient Relationship DevelopmentLife & Health Insurance LicenseKnowledge of ACA, COBRA, and HIPAAMicrosoft Office Suite Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Employee Benefits Products KnowledgeInsurance Plan AnalysisWellness Program ManagementSelf-Funded Account ManagementBilling Issue ResolutionMarket Analysis Strategy DevelopmentEnrollment Process ManagementFinancial AnalysisBenchmarkingQuality Assurance Reviews

Soft Skills

Effective CommunicationProblem SolvingOrganizational SkillsTeam CollaborationClient Relationship Building

Tools & Technologies

Agency Management SystemsHUB SystemsOnline Enrollment SystemsMicrosoft Outlook

Certifications & Qualifications

Life & Health Insurance License

Industry Keywords

Employee BenefitsInsurance IndustryComplianceStrategic PlanningHealth and Welfare Programs

About the role

Key responsibilities & impact

Manage assigned employee benefits book of business
Develop client relationships and deliver strategies to grow and retain clients
Develop and implement clients’ multi-year strategic plans with Producers
Support clients in managing health and welfare programs
Liaise between employer group administrators and insurance carriers
Maintain accurate account files and update HUB systems and agency management systems
Analyze and compare insurance plans for suitability
Advise clients on HUB resources, carrier/vendor offerings, and industry trends
Assist with billing issues, auditing, and reconciliation
Develop and communicate Market Analysis strategy; analyze results and negotiate with carriers
Ensure services are implemented according to project plans and deliverables meet quality standards
Coordinate client introductions and HUB Specialty Practice Teams
Gather data and prepare/conduct renewal, open enrollment, and post-renewal presentations
Lead implementation of new and renewal plans or programs
Resolve escalated complex service issues between clients and carriers
Manage enrollment processes and online enrollment systems
Partner with Producers on benefits strategy, program design, financial analysis, benchmarking, and funding alternatives
Prepare or peer review EB Comp Disclosure
Provide benchmarking and plan assessment data
Provide direction on contribution modeling with Business Analysts
Provide feedback to sales, account management, and marketing teams
Perform QA reviews of financial and communication materials
Maintain strategic planning, compliance calendars, and implementation timelines
Stay current on insurance industry changes and attend continuing education
Submit BOR letters and obtain carrier contracts, renewals, and benefit descriptions
Update open enrollment packets, plan documents, summary plan descriptions, and potentially 5500 filings
Work with Producers and HUB personnel on client service, marketing, and renewal activities
Perform other assigned duties and projects

Requirements

What you’ll need

High School Diploma / GED required; college degree strongly preferred
5+ years of related benefit insurance industry experience (brokerage preferred) or equivalent combination of education and experience
Life & Health insurance License
Experience in managing wellness programs within large accounts preferred
Experience in self-funded account management preferred
Strong knowledge of employee benefits products and services
Knowledge of ACA, COBRA, and HIPAA legislation
Microsoft Office Suite, Outlook, and agency management systems
Ability to solve complex problems and implement solutions
Ability to prioritize and organize multiple tasks
Ability to communicate effectively and professionally with internal and external customers
Ability to develop and maintain strong client relationships
Ability to work effectively with insurance and service vendors
Ability to work effectively with a team and coach others
Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, and governmental regulations