Hub International Account Representative-Employee Benefits in Newport Beach, California


HUB International was born in 1998 with the merger of 11 privately held insurance brokerages. That number has grown to a network of more than 400 integrated brokerages across North America - all carrying the HUB banner.

Today, HUB is one of the largest insurance brokers in the world, and represents a broad, deep, one-of-a-kind aggregation of insurance entrepreneurs.


Our Account Representative coordinates and provides day-to-day service for employee benefits clients, acting within a team. Responsibilities and tasks include:

  • Designs annual benchmarking reports and makes recommendations on strategy 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 resolutions for client questions and issues.

  • Responds to all phone calls and inquiries within 24 hours of receipt.

  • Manages claims and coverage issue resolution for clients' employees when elevated from HR or Intercare's MyBenefitsChampion call center.

  • Provides assistance with clients'' billing and eligibility audits, and on occasion may conduct these audits for clients independently.

  • Advises and guides clients in compliance matters.

  • Educates clients on all Value Added Services

  • Facilitates preparation of open enrollment (OE) packets including SBC's and disclosure notices.

  • Creates employee benefit booklets using Microsoft Publisher software.

  • Develops open enrollment presentations in Microsoft PowerPoint software and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers.

  • Orders supplies from carriers, and review for accuracy.

  • Collaborates with marketing Department on the distribution of MyBenefitsChampion communication materials.

  • Communicates MyBenefitsChampion utilization trends to clients.

  • Manages 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 preparation of SPD Wraps, Cafeteria and POP Plan documents.

  • Facilitates 5500 preparation with CPA and client.

  • Prepares master group files, client contact sheet, and maintains carrier files.

  • Assists in the RFP process as needed, such as proposal development including, preparing census, entering and updating pivotal information as needed, online quoting, and marketing a group requested.


You are perfect for this opportunity if you...

  • hold a high school diploma/GED (college degree strongly preferred)

  • Minimum 3 years of related experience working as an Account Representative in the employee benefits arena

  • Must hold valid CA Life Agent license or will obtain

  • Demonstrated oral and written communication skills

  • Demonstrated interpersonal skills with the ability to effectively interact with all levels within the organization

  • Computer proficient (Microsoft Office Suite and Outlook)

If this describes you, then keep reading.


At HUB, we believe in giving our employees the room and space they need to do their job. We believe in paying a fair wage and offering great benefits like a 401k plan where the Company matches 50% of the first 6% you contribute. Medical options, dental options, vision coverage, paid vacation, paid holidays. We have it all.

Our work environment encourages critical, independent thinking, problem-solving and project-management. We trust our employees to make good decisions for our clients and we give them the space to do that.


Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today!

Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population.



Location: United States, California, Newport Beach
Required Education: High school or equivalent
Required Experience: 2-5 years
Required Travel: No travel required
Date published: 9-Oct-2018
Department: Account Management & Service
Ref#: P3586_20181003

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 at .

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