Account Manager, Employee Benefits & Retirement

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, cross-selling, or support in the development of new business. What You'll 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 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. 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. Key contributor of the critical path work for clients: Identify opportunities for cross-sell and up-sell of other HUB products and services. Qualifications and expertise that pave the way for Success 3 - 5 years of applicable Employee Benefits experience. Advanced professional designation highly desirable (e.g. CEBS, GBA, HIA, RHU, REBC) 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) 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 fifth-largest global insurance and employee benefits broker worldwide. Our expansive network, powered by over 20,000 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: . Your Advancement and Well-being: Our Priority At HUB, we place immense value on the well-being and professional development of our team. Here's 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. Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle. Comprehensive Benefits: Access a robust benefits package, including company-matched RRSPs, designed to support you and your family. Professional Growth: Advance your career with HUB-sponsored 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 knowwe're here to support you. At HUB, building an inclusive workplace isn't just part of what we doit's 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 we're 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, you'll find more than just a careeryou'll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact. #LI-hybrid #LI-DH1 Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: Diploma