Associate Account Manager, Employee Benefits

Posted Yesterday
Be an Early Applicant
Sacramento, CA, USA
In-Office
27-34 Hourly
Mid level
Insurance
The Role
Supports employee benefits clients by coordinating carrier renewals, census data, RFPs, open enrollment materials, billing reconciliation, legal notices, enrollment reporting, and HRIS updates. Maintains accurate account records, facilitates client and carrier communication, supports compliance and wellness resources, and resolves service issues. Requires 2–4 years of 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.


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.

WORKNG 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.

The expected salary range for this position is $27-$34/hr 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.

#LI-CD1


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

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 education and experience
  • Experience in a breakage environment
  • Life and Health insurance license or willingness to obtain it within the first six months
  • Proficiency with Microsoft Office Suite and Outlook
  • Effective professional oral and written communication skills
  • Ability to calculate figures, percentages, proportions, discounts, interest, and commissions
  • Ability to organize, prioritize, analyze, and solve multiple tasks accurately and timely

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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