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Account Manager, Employee Benefits
HUB International. Manage all aspects of the account-service process .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships and the account-service process within the insurance industry, with a strong focus on benefit administration, compliance, and effective communication. Proficient in analyzing insurance plans and collaborating with vendors to implement benefits strategies and solutions.
Highest-signal resume keywords
Active Life & Health LicenseClient Relationship ManagementBenefit AdministrationMicrosoft Office Suite ProficiencyInsurance Industry Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Benefit AnalysisClaims ProcessingBilling ReconciliationContract ReviewData Analysis
Soft Skills
Effective CommunicationCritical ThinkingProblem-SolvingTeam CollaborationPresentation Skills
Tools & Technologies
HUB Management SystemsEaseADPPaylocity
Certifications & Qualifications
High School Diploma / GEDLife & Health License
Industry Keywords
Insurance PlansClient ServiceOpen EnrollmentVendor ManagementCompliance Resources
About the role
Key responsibilities & impact- Manage all aspects of the account-service process
- Work with Producers and HUB personnel on client service, marketing, and renewals
- Analyze and compare insurance plans to determine suitability
- Establish and maintain relationships with clients and insurance carriers
- Serve as client point of contact for eligibility, claims, billing, and benefit administration inquiries
- Liaise between clients and carriers to resolve service issues
- Maintain organized account files and update HUB and agency management systems
- Stay current on insurance industry changes and recommend appropriate client actions
- Update open enrollment packets, plan documents, summary plan descriptions, and related filings
- Submit BOR letters and obtain contracts, renewals, and benefit descriptions
- Market to carriers and prepare quotes and proposals
- Assist with billing issues, auditing, and reconciliation
- Prepare and conduct renewal, open enrollment, and post-renewal presentations
- Lead implementation of new and renewal plans or programs
- Advise clients on HUB resources, carrier/vendor offerings, and industry trends
- Prepare or peer review EB Comp Disclosure
- Obtain post-enrollment numbers
- Prepare annual legal notices
- Facilitate Ben Admin/HRIS system updates using Ease, ADP, Paylocity, and similar systems
- Set up HR Advocacy Tools, legal compliance resources, and wellness value-adds
- Review contracts for accuracy
- Participate in carrier/vendor implementations and initiate vendor payments
- Partner with producers to develop and implement benefits strategies, including financial analysis, plan assessment, benchmarking, and funding alternatives
- Perform other assigned duties and projects
Requirements
What you’ll need- High School Diploma / GED
- 3-5 years of benefit insurance related experience (brokerage preferred) or equivalent combination of education & experience
- Active Life & Health License
- Required Experience: 2-5 years of relevant experience
- Required Education: High school or equivalent
- Ability to effectively and professionally communicate orally and in writing with internal and external customers
- Ability to effectively present information and respond to questions
- Critical thinking and problem-solving abilities
- Ability to develop and maintain strong client relationships
- Ability to work effectively with insurance and service vendors
- Ability to work with a team and coach others
- Ability to gather, analyze and solve problems
- Ability to prioritize and organize multiple tasks
- Proficiency with Microsoft Office Suite, Outlook and agency management systems
- Ability to calculate figures and amounts
- Negligible required travel