Full-Time

Account Representative

Employee Benefits

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Compensation Overview

$66.6k - $72k/yr

+ Bonus + Equity + Commission

Mid, Senior

Newport Beach, CA, USA

Category
Customer Success Management
Sales & Account Management
Requirements
  • Bachelor's degree preferred, relevant work experience accepted.
  • 2-5 years of related benefits experience
  • Ability to speak effectively in front of clients and their employees
  • Teamwork – Supports everyone's efforts to succeed
  • Written 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 information
  • Initiative – 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
  • Demonstrates attention to detail
Responsibilities
  • Assists with the design of annual benchmarking reports and strategy recommendations based on findings.
  • Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs.
  • Serves as day-to-day contact and provides resolution for client questions and issues.
  • Responds to all phone calls and inquiries within 24 hours of receipt.
  • Assists with the management of claims and coverage issue resolution.
  • Provides assistance with clients’ billing and eligibility audits.
  • Advises and guides clients in compliance matters.
  • Educates clients on all Value Added Services.
  • Assists with the preparation of open enrollment (OE) packets including Employee Guides, SBCs, and disclosure notices.
  • Develops open enrollment presentations in Microsoft PowerPoint and assist with benefits webinars for employees and HR Managers.
  • Orders supplies from carriers, and reviews for accuracy.
  • Collaborates with the Marketing Department on the creation and distribution of communication materials.
  • Assists with the management of new carrier, plan, or vendor implementation including benefits administration system build-out and project management.
  • Installs and regularly updates client-specific data in data management system.
  • Performs contract review and facilitates the preparation of SPD Wraps, Cafeteria, and POP Plan documents.
  • Facilitates 5500 preparation with CPA and client.
  • Prepares master group files, and client contact sheets, and maintains carrier files.
Desired Qualifications
  • Bachelor's degree preferred, relevant work experience accepted.

Company Size

5,001-10,000

Company Stage

Debt Financing

Total Funding

$6.9B

Headquarters

Chicago, Illinois

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • HUB's acquisition of C&L Marine Insurance expands its marine insurance capabilities.
  • Increased demand for cyber insurance presents new business opportunities for HUB.
  • Growing trend of personalized insurance products allows HUB to offer tailored solutions.

What critics are saying

  • Increased competition in the insurance brokerage industry may impact HUB's market share.
  • Rising interest rates could increase HUB's borrowing costs for acquisitions.
  • Evolving regulatory landscape may raise compliance costs for HUB.

What makes HUB unique

  • HUB's acquisition strategy strengthens its market position and geographic footprint.
  • Appointment of Carol Murphy enhances HUB's casualty insurance expertise and leadership.
  • HUB's tailored solutions address diverse client needs across industries and exposures.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Company Match

Paid Vacation

Flexible Work Hours

Professional Development Budget

Conference Attendance Budget

Unlimited Paid Time Off

Mental Health Support

Wellness Program

Phone/Internet Stipend

Home Office Stipend

Company News

PR Newswire
Mar 20th, 2025
Compwest Names Hub International Its Agency Of The Year

LANSING, Mich., March 20, 2025 /PRNewswire/ -- CompWest Insurance Company has awarded Hub International Limited (HUB), a leading global insurance brokerage and financial services firm, the honor of Agency of the Year for strong premium performance, new business growth, retention and more during 2024

PR Newswire
Mar 10th, 2025
Hub International Strengthens Marine Insurance Capabilities With Acquisition Of Cl Marine Insurance In Florida

CHICAGO, March 10, 2025 /PRNewswire/ -- Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced today that it has acquired the assets of Scott Costolo, Inc. d/b/a C&L Marine Insurance (C&L Marine Insurance). Terms of the transaction were not disclosed.Headquartered in Boca Raton, Florida, C&L Marine Insurance is an independent firm specializing in marine insurance."We welcome Scott and his team to Hub," Chris Gardner, Chief Executive Officer of Hub Florida. "Scott's expertise will add value to our clients and help fuel growth in the region."Scott Costolo, President of C&L Marine Insurance, and the C&L Marine Insurance team will join HUB Florida.C&L Marine Insurance will be referred to as C&L Marine Insurance, a Hub International company.About Hub's M&A ActivitiesHub International Limited is committed to growing organically and through acquisitions to expand its geographic footprint and strengthen industry and product expertise. For more information on the Hub M&A experience, visit WeAreHub.com.About Hub InternationalHeadquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, Hub's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow

PR Newswire
Mar 7th, 2025
Hub International Acquires Retirement And Private Wealth Books Of Business In Tennessee

CHICAGO, March 7, 2025 /PRNewswire/ -- Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, has hired financial advisors Steven Glasgow and Jordan Sibler, and acquired their books of business. Terms of the transaction were not disclosed.With over 25 years of experience in retirement and wealth management services, Glasgow and Sibler have built a reputation for providing personalized strategies that help clients achieve their financial goals. Based in Nashville, Tennessee, they will join HUB Mid-South, where they will continue to serve clients with the same dedication and expertise."We're excited to welcome Steve, Jordan and their team to Hub," said Joe DeNoyior, President of Hub Retirement and Private Wealth. "They bring a collaborative approach that reinforces our mission to provide comprehensive, tailored financial strategies to individuals and businesses."Tony Leonard of MidCap served as financial advisor to Glasgow and Sibler.About Hub's M&A ActivitiesHub International Limited is committed to growing organically and through acquisitions to expand its geographic footprint and strengthen industry and product expertise. For more information on the Hub M&A experience, visit WeAreHub.com.About Hub InternationalHeadquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, Hub's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow

Life Insurance International
Mar 6th, 2025
Hub International purchases MIV Insurance

Hub International, a provider of insurance brokerage and financial services, has acquired the assets of Malloy Imrie & Vasconi Insurance Services (MIV Insurance).

Newswire
Mar 6th, 2025
Hub International Acquires Drayton Valley Insurance

Hub International Limited, a global insurance brokerage, has acquired Drayton Valley Insurance Agency in Alberta, Canada. The terms of the deal were not disclosed. Drayton Valley Insurance Agency, which offers personal and commercial insurance, will now operate as Drayton Valley Insurance Agency, a Hub International company. Owner Dale Jones and his team will join Hub Prairies.