Account ManagerCincinnati, OH

Position Summary:

This is a high-volume Account Management role, responsible for the overall management of current clients in the under 25-enrolled segment (approximately 75 clients). In this role, you will be the main point of contact for each client, building relationships in a largely virtual environment (i.e., most client meetings will be conducted virtually), and finding innovative ways to scale processes across your client group. Successful candidates will be highly organized, service-driven and solution oriented, with at least 3 years of experience servicing Employee Benefits clients.

Core Responsibilities:

Leads the Under 25-enrolled segment:

  • Understands and manages client timelines and deliverables across several open enrollment periods

  • Builds strong client relationships in a virtual environment

  • Organizes service teams to support clients where necessary

  • Identifies and escalates developing issues to management

  • Finds ways to scale processes across client groups to maximize efficiency

Main point of contact for client renewal processes including:

  • Bids and proposal preparation for a block of business.

  • Responsible for benefit program design and recommendations. Ensure renewals are fair and consistent with the marketplace.

  • Identifying organic growth, new product or cross solve opportunities.

  • Scrub and Submit sold case paperwork to carriers, including any additional information necessary for approval.

  • Follow up after renewal process has taken place.

Responsible for ensuring accurate and timely client information is captured in our systems, including:

  • Loading and maintaining client details and plan information into client database.

  • Organization of client files, electronically, updating information as needed.

Representative for day-to-day client management including:

  • Education and training for carrier systems and ER portals.

  • Ongoing client communication regarding compliance or legislative changes, corporate seminars/webinars, general updates or check-ins.

  • Facilitating carrier/benefit changes for block of business.

  • Responsible for educating clients on market trends and new product information.

Qualifications Required:

  • 4-year degree from an accredited University.

  • Minimum of 3 years (preferably more) of relevant experience within the Group Employee Benefits Industry servicing clients with 100 or fewer employees

  • Health and Life License required.

  • Strong computer skills: Microsoft Office products, especially Teams, Excel and PowerPoint & online applications.

Desired Skills:

  • Demonstrated experience building strong relationships with clients, colleagues, external resources and carriers.

  • Strong working knowledge of Employee Benefits products and industry best practices:

  • Health, Life, Dental, Vision, long term disability (LTD), short term disability (STD) and long-term care products.

  • Working knowledge of level and self-funding options.

  • Consumer Driven products (HRA, HSAs).

  • Worksite products.

  • Ability to advise clients regarding Cobra, Section 125 plans, ERISA, etc.

  • General knowledge of benefit administration technology and available platforms.

  • Excellent time management & organizational skills, with the and the ability to prioritize, leverage resources and delegate effectively.

  • High energy, detail-oriented self-starter, with the ability to conduct work with strong personal and professional ethics and integrity.

  • Experience creating solutions and making recommendations that address client concerns and problems.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.