Account Manager Employee Benefits Retirement
Account Manager Employee Benefits Retirement
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
About The Role
The Employee Benefits Account Manager (AM) services and maintains accounts while providing professional and prompt support to our clients carrier representatives vendor partners and HUB colleagues. The AM also works independently as well as cooperatively with Producers and the entire client team to deliver all HUB services to assigned clients throughout the policy cycle. This role plays a key part in positively impacting customer satisfaction and will support the organic growth goals of the organization whether through account rounding crossselling or support in the development of new business.
What Youll Do
- While acting as main day to day point of contact for clients responds both professionally and promptly to all inquiries.
- Supports the Account Executive in executing strategies facilitating the renewal process preparing materials/reports ensuring internal systems are up to date (Benefit Point and BUS) and managing/ coordinating client work across the account team.
- Acts as liaison between clients and insurance carriers to resolve any service needs or marketing initiatives for example eligibility billing policy interpretation and contract review.
- Manages organizes and conducts client meetings when necessary.
- Manage carrier changes with the client and ensures all necessary documentation (paper or electronic) is completed accurately and timely.
- Key contributor of the critical path work for clients: Identify opportunities for crosssell and upsell of other HUB products and services.
- Oversees open enrollment assistance and communications.
- Manage new client or new line of coverage implementation.
- Stays abreast of changes in the insurance industry and other external conditions that may impact clients.
- Manage open items log ensure outstanding items closed in timely manner.
- May travel for client meetings up to 25 of the time.
Qualifications and expertise that pave the way for Success
- 58 years of applicable Employee Benefits experience.
- LLQP designation or working towards it
- Advanced professional designation highly desirable (e.g. CEBS GBA)
- Strong ability to listen discern and prioritize with clients colleagues and carrier representatives based on a thorough understanding of relevant issues.
- Adapt to situations requiring the precise attainment of set limits tolerances or standards; respond appropriately to changes in the work setting
- Strong written and oral communication skills
- Proficiency with Microsoft Office Suite (Word Excel Outlook PowerPoint)
- Ability to utilize and be proficient in broker management systems
- Strong organizational problem solving and time management skills
Elevate Your Career with HUB International
Choosing HUB International means aligning your career with the premier insurance brokerage in Canada and the fifthlargest global insurance and employee benefits broker worldwide. Our expansive network powered by over 20000 dedicated professionals across 500 offices in North America sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision we invite you to explore: Advancement and Wellbeing: Our Priority
At HUB we place immense value on the wellbeing and professional development of our team. Heres what you can look forward to as part of the HUB Team:
- Recognized Rewards: Thrive in a supportive environment that values your contributions with a competitive compensation package including incentives bonuses and additional earning opportunities.
- WorkLife Balance: Take advantage of flexible working arrangements and generous timeoff policies that adapt to your needs and lifestyle.
- Comprehensive Benefits: Access a robust benefits package including companymatched RRSPs designed to support you and your family.
- Professional Growth: Advance your career with HUBsponsored training programs tuition reimbursement and other development opportunities tailored to help you succeed.
- Industry Support: Benefit from reimbursements for professional licensing and membership fees reflecting our investment in your expertise.
- Exclusive Perks: Enjoy special discounts on events travel accommodations and personal home & auto insurance making your HUB experience even more rewarding
Culture and Belonging: Our Commitment
At HUB International we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process we encourage you to let us knowwere here to support you. At HUB building an inclusive workplace isnt just part of what we doits at the heart of who we are.
Service: Our Ethos
At HUB International service defines who we are. This dedication extends not only to our clients but also to our employees and the communities were proud to support. Our regional offices are actively engaged in local initiatives reflecting our commitment to giving back and making a meaningful difference.
When you join HUB youll find more than just a careeryoull become part of a team where your skills are valued your growth is encouraged and your contributions have a lasting impact.
#LIhybrid
#LIDH1
Department Account Management & ServiceRequired Experience: 57 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: DiplomaRequired Experience:
Manager
Employment Type
Full-Time
