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HUB

Global insurance brokerage with risk management

Employee Benefits Account Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeNo salary listedHybrid

About the Job

Requirements

  • A college degree is preferred.
  • Working knowledge of employee benefit plans, including HMOs, PPOs, HSAs, indemnity plans, life and disability coverage, dental coverage, and voluntary insurance, is preferred.
  • Proficiency with Microsoft Office products, especially Excel and PowerPoint.
  • Previous experience in benefits, finance, or human resources is preferred.
  • An earned Louisiana Life and Health license is required.

Responsibilities

  • Use the planning calendar and renewal timeline to ensure census requests, client follow-up, carrier follow-up, requests for proposals, presentations, and other necessary items are handled on time.
  • In coordination with the Producer, prepare spreadsheets, PowerPoint presentations, and contribution scenarios to communicate appropriate information to clients and employees based on Producers’ recommendations and requests. Check work for accuracy; question presentation content validity; and ensure data and information are appropriate, logical, and organized. Develop or assist Communications with Benefit Summaries.
  • Assist clients with escalated claims, billing, and policy issues, and document them in Benefit Point.
  • Analyze and research ongoing plan evaluations. Review all client renewals with the Producer for appropriateness and assist in the recommendation process.
  • Attend client meetings with the Producer to establish working relationships, and conduct employee benefit educational meetings for clients.
  • Under the Producer’s direction, ensure carrier-change implementation and transition processes proceed smoothly with minimal disruption. Communicate and document major issues and changes, track next steps, and ensure submissions and applicable documents are processed accurately and on time.
  • Stay informed about changes in employee benefits, including plan designs, available riders, legislation, and emerging trends; share this knowledge with clients and colleagues; attend training; read and share industry knowledge; and participate in coursework to earn or maintain professional designations.
  • Keep the team informed through clear communication about client issues, renewals, and proactive work. Encourage team members, promote engagement, build working relationships, and ensure the team follows the timeline.
  • Advocate for clients with carriers and vendors, prioritizing clients’ best interests.
  • In coordination with the Internal Service Representative, update and maintain renewal plan information in Agencyware, client files as changes are implemented, spreadsheet templates, policy digests, and hospital grids.
  • Mentor the Internal Service Representative and support their growth and development through ongoing communication and instruction.

Desired Qualifications

  • Working knowledge of employee benefit plans, including HMOs, PPOs, HSAs, indemnity plans, life and disability coverage, dental coverage, and voluntary insurance.
  • Previous experience in benefits, finance, or human resources.
  • A college degree.

About the Company

HUB

Global insurance brokerage with risk management

HUB International is a global insurance broker offering property and casualty, life and health, employee benefits, investment, and risk management services. It works through a decentralized network of local North American offices and grows by acquiring smaller brokerages to expand reach, delivering tailored insurance and advisory solutions. Its size and distributed structure combine local market knowledge with global resources to serve individuals, families, and businesses across industries like construction and healthcare. The goal is to help clients manage risk, protect assets, and achieve financial stability through comprehensive, integrated insurance and risk management services.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1998

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