Job title: Account Manager, Employee Benefits & Retirement

Company: Hub International

Job description: Hi, we’re HUB.

We are the largest insurance brokerage in Canada and 5th largest global insurance & employee benefits broker. We provide a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products, and services.

Becoming a part of HUB means that you thrive in an entrepreneurial and fast-paced team environment supported by over 17,000 professionals in 500 offices across North America. You will be able to actively contribute to our track record of year-over-year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people.

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 (Benefit Point and BUS) 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.
• Key contributor of the critical path work for clients: Identify opportunities for cross-sell and up-sell of other HUB products and services.
• 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.
• Manage open items log – ensure outstanding items closed in timely manner.
• May travel for client meetings up to 25% of the time.

What You’ll Need for Success

• 2 – 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

Why Choose HUB?

When you choose HUB, you’re choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit https://www.hubinternational.com/en-CA/about-us/.

We’re committed to you and your well-being with a variety of benefits such as:

• Competitive compensation package including additional ways to earn income beyond the basics of base pay (referral incentive programs, bonus eligibility, etc.)
• A flexible hybrid environment and paid time off that allows for a work/life balance
• Lavish and flexible benefits options that cater to your individual needs with a company RRSP match
• A commitment to your future via HUB-sponsored training, development & educational programs to enhance your industry knowledge and expertise, opportunities for tuition reimbursement
• Reimbursement of license fees and professional membership dues
• Perks and rebates on events, travel, and accommodations as well as discounted rates for personal home & auto insurance

Service is one of our founding values – not an abstract concept but a commitment. We believe that no one deserves that commitment more than our employees, clients, and the communities in which we all live and work. Each Regional HUB office chooses a local organization or cause and develops a project that will make a difference where it’s needed, from fighting disease to working with families in need, to improving the lives of senior citizens and youth.

HUB is strongly committed to diversity, equity, and inclusion in the workplace. We strive to foster an environment where our employees feel valued, seen, and heard, enabling everyone to succeed. We endeavor to make the selection process accessible to any and all users. Assistance and/or accommodation are available by request for candidates taking part in the selection process.

#LI-hybrid

#LI-AW

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: Diploma

Expected salary:

Location: Toronto, ON

Job date: Sat, 20 May 2023 22:57:17 GMT