Account Manager – Employee Benefits

HUB International

. Manage a book of employee benefits business collaboratively with the Producer, Account Executive, and Account Administrator .

Posted 9/16/2026full-timeKansas City • Kansas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing employee benefits, including client relationship management, compliance guidance, and the renewal process. Proficient in utilizing Microsoft Office and managing client projects while maintaining effective communication.

Highest-signal resume keywords

Employee Benefits ManagementClient Relationship ManagementL&H LicenseMicrosoft Office ProficiencyProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Employee Benefits KnowledgeClaims ResolutionRFP Process ManagementContract ReviewData AnalysisOpen Enrollment StrategyCompliance GuidanceMarketing Presentation CreationBMS (BenefitPoint) UsageQuality Assurance Reviews

Soft Skills

Effective CommunicationTeam CollaborationProblem SolvingClient Service OrientationMentoring

Tools & Technologies

Monday.comMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint

Certifications & Qualifications

L&H LicenseHigh School DiplomaBachelor’s Degree Preferred

Industry Keywords

Employee BenefitsClient RetentionCarrier RelationshipsAncillary BenefitsFunding TypesCritical Path ExecutionClient OnboardingSafety RulesProcedure ManualsBilingual (English and Spanish)

About the role

Key responsibilities & impact

Manage a book of employee benefits business collaboratively with the Producer, Account Executive, and Account Administrator
Coordinate and provide day-to-day service for employee benefits clients
Own the annual renewal and marketing process
Maintain client relationships, support client retention, and maintain strong carrier relationships
Serve as a day-to-day client contact and resolve client questions and issues
Apply knowledge of medical and ancillary benefits, funding types, and carrier offerings
Participate in Critical Path execution and renewal preparation
Organize meetings with team members and clients and present confidently to clients
Lead and execute the full renewal and RFP process with Account Executives
Manage claims and coverage issue resolution
Collaborate with CAST and BTT internal teams to deliver client needs
Explain HUB consulting practices and resources to clients
Attend approved industry-related continuing education training and courses
Support multiple Account Executives and Account Administrators with books of business
Manage client projects and maintain open, consistent communication
Process ancillary marketing through HUB’s GA partnership and perform quality assurance reviews
Create and review marketing presentations for client benefits
Manage new carrier, plan, or vendor implementation and project management
Collect necessary client reports
Execute timely and accurate new client onboarding
Advise and guide clients on compliance matters and send monthly reports as needed
Develop open enrollment strategies and conduct or record benefits presentations
Perform contract review and support preparation of SPD Wraps, Cafeteria, and POP Plan documents
Maintain accurate client and carrier files
Maintain HUB’s client tracking system, monday.com
Mentor Account Administrators where applicable
Follow HUB Broker Standards

Requirements

What you’ll need

High school diploma or equivalent required
Bachelor’s degree preferred
At least 2-4 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
L&H License required or must be able to obtain within 60 days of hire
Valid Driver’s License
Dependable transportation
Ability to read and interpret documents, including safety rules, operating and maintenance instructions, and procedure manuals
Ability to write routine reports and correspondence
Ability to speak effectively to customers and teammates
Bilingual in English and Spanish is a big plus
Ability to perform basic arithmetic with whole numbers, fractions, and decimals
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to interpret technical instructions in mathematical or diagram form and deal with abstract and concrete variables
Proficiency in Microsoft Office, including Excel, Word, and PowerPoint
Ability to follow guidelines for working in BMS (BenefitPoint) for premium efficiency with the team
Ability to occasionally lift and/or move up to 25 pounds
Some travel by car to meet with clients and attend outside events