Newport Beach, CA, USA
4 days ago
Account Manager. Employee Benefits


THE OPPORTUNITY:   


Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative insurance solutions.

We are seeking an experienced Account Manager who is able to manage small groups under 100 and a few large groups under 150.This role works collaboratively with the service team to provide provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.
 
Responsibilities:

Develops client relationships with HR Manager/Directors as well as C-SuiteDevelops a plan to meet client’s short and long-term needs throughout the yearManages the RFP and marketing processCollaborates with Producer in the renewal planning processAdvises and guides clients in compliance mattersRespond to client inquiries regarding enrollment, coverage, etc.Quickly respond to policy inquiries (email, phone)Check policies/endorsements/audits for accuracyMaintain accurate and organized account filesManages 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.

 
WHAT YOU BRING TO THE TABLE: 

hold a high school diploma/GED (college degree strongly preferred) have at least 2-3 years of related employee benefits, account-service experience within a brokerage environmentKnowledge of employee benefits and related legislation such as ACA, COBRA and HIPAA. are currently licensed in good standinghave the confidence and demeanor to effectively interact with all levels within the organization and the employeeshave strong organizational and communication skillshave a keen attention to detailare computer literate - Microsoft Office Suite and OutlookWritten Communication - Writes clearly and informatively.Edits work for spelling and grammar.Varies writing style to meet needs; Presents numerical data effectively.Able to read and interpret written informationInitiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed

*This will be a hybrid role (3 days/week in an office) and can report to any of our offices in the LA/OC area

  *The expected salary range for this position is $64,640.00 to $78,467.00 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.
 

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel:

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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