Hub International Limited

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Account Manager– Employee Benefits

at Hub International Limited

Posted: 3/25/2016
Job Status: Full Time
Job Reference #: 6960

Job Description


HUB International Limited is an insurance brokerage providing an array of worldwide brokerage services including property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. HUB has more than 250 offices across the United States, Canada and Puerto Rico with more than 7,000 employees. We are a company  dedicated to superior customer service with employees committed to adding value to every client activity.


HUB International is honored to be recognized among Orange County’s “Top Workplaces 2015” as awarded by The Orange County Register.


We have an exciting opportunity for an Account Manager in our San Diego Office.




The Employee Benefits Account Manager works collaboratively with the Producer and Account Executive managing a book of business. Coordinates and 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.


Our team of dedicated professionals delivers customized employee benefit and wellness solutions by combining best-in-class insurance placement, proven long-term strategies, exceptional service, and leading technology. We are passionate about the work we do for people, companies and communities. Our goals are to continue to grow and bring innovative solutions to our clients. To achieve our company goals, we’ve developed a culture built on strong values, healthy lifestyles and effective communication.




  • Collaborates with Account Executive in delivering multi-year strategic plan.
  • Manages special projects in concert with the client including, but not limited to, all vendor implementation.
  • Creates Stewardship Reports discussing value added services.
  • Designs annual benchmarking reports and makes recommendations on strategy based on findings.
  • 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 or Hub International’s MyBenefitsChampion call center.
  • Provides assistance with clients’ billing and eligibility audits, and on occasion may conduct these audits for clients independently.
  • Advises and guides clients in compliance matters.
  • Develops open enrollment presentations in Microsoft PowerPoint software and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers.
  • Collaborates with Marketing Department on the distribution of MyBenefitsChampion communication materials.
  • Communicates MyBenefitsChampion utilization trends to clients.
  • Manages new carrier, plan or vendor implementation including benefits administration system build-out and project management.
  • Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents.
  • Prepares master group files, client contact sheet, and maintains carrier files.
  • Assists in the RFP process as needed, such as proposal development including, preparing census, entering and updating pivotal information as needed, on-line quoting, and Marketing a group when requested.
  • Outlines objectives and provides recommendations to clients at renewal.
  • Provides mentorship to Account Representatives and Benefit Analysts.  




  • Bachelor’s degree preferred
  • At least 3-5 years of related experience working as an Account Manager or Account Representative in the employee benefits arena (equivalent combination of education and experience is acceptable)
  • Large, complex client experience preferred
  • Must hold a valid CA Life Agent license
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization
  • Bilingual in English and Spanish a big plus
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
  • Demonstrated proficiency in Microsoft Office including Excel, Word and Power Point; Knowledge of Project Management software and database software is preferred



Join the HUB International team and watch your career grow! We offer competitive pay and a comprehensive benefits package including: • Medical/dental coverage • Retirement Plan with 50% company match (first 6% of contribution) • Vacation/holiday pay • Medical and dependent care flexible spending accounts • And much more!

HUB International is an Equal Opportunity /Affirmative Action Employer, M/F/D/V


Required Skills

Required Experience