THE OPPORTUNITY:    

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 who is able to manage small groups under 100 and large groups under 200. This role works collaboratively with the service team to provide 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. 

Responsibilities: 

• 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. 

WHAT YOU BRING TO THE TABLE: 

• hold a high school diploma/GED (college degree strongly preferred)
• Mandarin Speaking preferred but not a requirement  

• 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 

 Apply HERE

*This can be a hybrid role (2 days/week in an office) and can report to the Covina or Diamond Bar Offices

  *The expected salary range for this position is $69,000 to $70,000 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, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions. 

 TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE. 

We want to meet you!  Apply today and start your journey to a better tomorrow.