Employee Benefits Key Account Manager

About the Role

Key Responsibilities

• Act as the main, day-to-day point of contact for clients, responding professionally and promptly to all inquiries.
• Support the Account Executive in executing strategies, facilitating the renewal process, preparing materials and reports, and ensuring internal systems are up to date.
• Manage and coordinate client work across the account team.
• Act as liaison between clients and insurance carriers to resolve service needs or marketing initiatives, including eligibility, billing, policy interpretation, and contract review.
• Manage, organize, and conduct client meetings when necessary.
• Manage carrier changes with clients and ensure all necessary documentation is completed accurately and timely.
• Identify opportunities for cross-sell and up-sell of other HUB products and services.
• Oversee open enrollment assistance and communications.
• Manage new client or new line of coverage implementation.
• Stay informed of changes in the insurance industry and external conditions affecting clients.
• Manage open items log to ensure outstanding items are closed in a timely manner.
• Travel up to 25% for client meetings.

Requirements

• 2-5 years of applicable Employee Benefits experience.
• Strong ability to listen, discern, and prioritize with clients, colleagues, and carrier representatives.
• Ability to respond appropriately to changes in the work setting and meet set standards.
• 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.
• High school diploma or GED; Bachelor's degree preferred.
• Relevant Employee Benefits licenses per state/regional statutes; advanced professional designation highly desirable (e.g., CEBS, GBA, HIA, RHU, REBC).
• Ability to perform each essential duty satisfactorily; reasonable accommodations may be made for individuals with disabilities.

Nice to Have

• Advanced professional designation such as CEBS, GBA, HIA, RHU, REBC.

Qualifications

• High school diploma or GED (required).
• Bachelor's degree (preferred).
• Relevant Employee Benefits licenses per state/regional statutes.

Benefits & Perks

• Not explicitly specified in the description.