Account Manager

Overview

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* IMPACT WHAT MATTERS

Who We Are. Breaking Boundaries for 25 years - and counting. The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 600 HUB offices across North America, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions.

Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US. We have the competitive, exciting, and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

We welcome ALL candidates and are proud of our wonderfully diverse employee population.

WE’LL TAKE CARE OF YOU. We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401k plan and more!

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 to join our Employee Benefits Department. This role works collaboratively with the service team to provide 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.

• Develops client relationships with HR Manager/Directors as well as C-Suite
• Develops a plan to meet client’s short and long-term needs throughout the year
• Manages the RFP and marketing process
• Collaborates with Producer in the renewal planning process
• Advises and guides clients in compliance matters.
• Manages 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.

• Hold a high school diploma/GED (college degree strongly preferred)
• Have at least 3+ years of related employee benefits, account-service experience within a brokerage environment
• Knowledge of employee benefits and related legislation such as ACA, COBRA and HIPAA
• Are currently licensed in good standing
• Have the confidence and demeanor to effectively interact with all levels within the organization
• Have strong organizational and communication skills
• Have a keen attention to detail
• Are computer literate - Microsoft Office Suite and Outlook
• This can be a hybrid role (3 days/week in an office) and can report to any of our Southern California offices.
• The expected salary range for this position is $95,000 - $100,000 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,…