Associate Account Manager, Employee Benefits

Posted Yesterday
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San Diego, CA, USA
In-Office
80K-85K Annually
Mid level
Insurance
The Role
Supports employee benefits clients by coordinating plan renewals, census data, RFPs, open enrollment materials, billing reconciliation, legal notices, HRIS updates, and account documentation. The role facilitates client and carrier relationships, maintains accurate records, supports compliance and wellness resources, and resolves service issues. Candidates need related benefits experience, strong communication and organizational skills, Microsoft Office proficiency, and a Life and Health insurance license or willingness to obtain one.
Summary Generated by Built In

A path for every ambition.


At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.


Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.


Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.


Your ambition has a home here.


ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.


THE OPPORTUNITY:

The Associate Account Manager plays a vital role in on the Employee Benefits service by ensuring clients receive the service they need to properly manage their insurance policies. The Associate Account Manager is the facilitator of positive and effective relationships with our valued clients and partners insurance carriers.


DUTIES & RESPONSIBILITIES:

  • Makes initial request for plan renewals from carriers.
  • Gathering/preparing census data.
  • Assists with the Request for Proposal (RFP) process.
  • Assists with Open Enrollment meetings / materials.
  • Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
  • Assists client with all billing issues including auditing and reconciliation.
  • Obtain post-enrollment numbers for each plan.
  • Prepare Annual Legal Notices.
  • Facilitate Ben Admin/HRIS System Updates (Ease, ADP, Paylocity, etc.).
  • Set-up HR Advocacy Tool, Legal Compliance Resources and Wellness value adds.
  • Performs other duties and projects as assigned.

QUALIFICATIONS:

  • High School / GED; college degree preferred
  • 2-4 years of related benefits experience (breakage environment preferred) or equivalent combination of education & experience
  • Life & Health insurance license or wiliness to obtain within first 6 months

KNOWLEDGE / SKILLS / ABILITIES:

  • Ability to effectively and professionally communicate orally and in writing with internal and external customers.
  • Computer skills: proficiency with Microsoft Office Suite and Outlook .
  • Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Desire to learn and grow within the insurance industry.
  • Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
  • Confidence and demeanor to effectively interact with all levels within the organization.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
  • Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
  • Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.

WORKING CONDITIONS AND PHYSICAL DEMANDS:

  • This position primarily involves remaining in a stationary position for the majority of the workday.
  • The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.
  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
  • The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

WHY CHOOSE HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.


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  http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .


EEOAA Policy


E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.


The expected salary range for this position is $80,000 - $85,000k depending on geographical location 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.


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LIKE US SO FAR?

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


What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

  • Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
  • Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
  • A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
  • Inserted bullet information here

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.


Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.


Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [email protected]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.


E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.


Skills Required

  • High school diploma or GED
  • College degree
  • 2-4 years of related employee benefits experience or equivalent combination of education and experience
  • Life and Health insurance license or willingness to obtain it within the first six months
  • Proficiency with Microsoft Office Suite and Outlook
  • Strong oral and written communication skills
  • Critical thinking and problem-solving ability
  • Ability to prioritize and organize multiple tasks

HUB International Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about HUB International and has not been reviewed or approved by HUB International.

  • Flexible Benefits — Flexible spending accounts and pre-tax commuter programs are available, alongside a broad menu of voluntary options such as legal plans, accident coverage, and group auto/home insurance.
  • Healthcare Strength — Health, dental, and vision coverage are offered with multiple medical plan options, complemented by life and disability coverage and a dedicated wellbeing program with activities and tools.
  • Retirement Support — A retirement savings plan is provided with a discretionary company match and access to financial planning assistance tools.

HUB International Insights

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The Company
HQ: Chicago, IL
10,055 Employees
Year Founded: 1998

What We Do

Hi, we’re HUB. We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. So you’re ready for tomorrow. 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.

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