Associate Account Manager, Employee BenefitsRiverside, CA


The Employee Benefits Associate Account Manager works collaboratively with the Producer and Account Team managing a limited book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. May serve as the day-to-day contact and provide resolution for client questions and issues.


Salary for this position is $65,000 - $70,000

Essential Duties and Responsibilities:

  • Supports client relationships and deliverables throughout the client life cycle.

  • Meets with client and team to review open items.

  • Provides administrative support on larger clients.

  • Manages claims and coverage issue resolution for clients’ employees when elevated by the client.

  • Helps with clients’ billing and eligibility questions and escalates problems and/or exception requests with carriers/vendors.

  • Provides support on standard compliance items.

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

  • Collaborates with Marketing Department on the creation and distribution of communication materials.

  • Supports new carrier, plan or vendor implementation.

  • Performs annual contract and invoice review.

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

  • Collaborates on client RFP process from development, distribution, follow-up, analyzing.

  • Supports the Account Executive and/or Producer in strategy and execution.

Key Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

  • Teamwork – Supports efforts to succeed.

  • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

  • Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

  • Quality Management – Demonstrates attention to detail.

  • Project Management – Ability to lead a team and adhere to deadlines

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience:

  • Bachelor’s degree preferred.

  • At least 1-3 years of related experience working as an Account Manager, Account Representative and/or a Benefits Analyst in the employee benefits arena (equivalent combination of education and experience is acceptable).

Other Requirements:

Must hold (or obtain within 60 days of hire) a valid CA Life Agent license.

Language Skills:

  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.

  • Bilingual in English and Spanish a big plus.

Math Skills:

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Reasoning Ability:

Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills:

To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; Knowledge of Project Management software and database software is preferred.


  • This position does not have any management or supervisory responsibilities.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel.

  • The employee must occasionally lift and/or move up to 10 pounds.

  • Specific vision abilities required by this job include Close vision and Distance vision.

  • Some travel required by car about 25% of the time to meet with clients and other outside events.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.

About Us:

Our team of dedicated professionals delivers customized employee benefit and wellness solutions by combining best-in-class insurance placement, proven long-term strategies, exceptional service, and leading technology. We are passionate about the work we do for people, companies and communities. Our goals are to continue to grow and bring innovative solutions to our clients. To achieve our company goals, we’ve developed a culture built on strong values, healthy lifestyles and effective communication.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: Associate degree (2-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 at

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