Account Coordinator

HUB International is a leading global insurance and employee benefits broker, and they are seeking a detail-oriented and proactive Account Coordinator to join their Employee Benefits team. In this mid-level role, you will manage and support day-to-day operations for a portfolio of client accounts, ensuring smooth processes and exceptional client service.

Responsibilities

• Manage daily communication with assigned client accounts, ensuring timely and effective service delivery
• Respond promptly and professionally to service needs of clients and the account management team. Communicate via email, phone, and video conferencing
• Occasional need to attend onsite client meetings with team
• Gain expertise in and utilize Employee Navigator and BenefitPoint systems to manage employee benefits
• Provide training to HR users on operating benefit administration systems
• Maintain electronic filing and required data in agency management systems
• Prepare basic census data using Excel for carrier coordination
• Support Account Managers with enrollment needs for assigned accounts
• Resolve carrier discrepancies for automated lines of coverage
• Address discrepancies from third-party enrollers promptly and accurately
• Coordinate with carriers to establish portal access for new groups
• Oversee the enrollment census process with multiple carriers
• Process close-outs with carriers on tight deadlines
• Conduct and finalize close-out audits within 45 days of the renewal date
• Prepare deliverables and marketing materials to distribute to clients

Skills

• High school diploma
• 1-2 years of experience within client facing administration or management
• Preference for experience in employee benefits, human resources, insurance, or a related field
• Life, Accident, and Health Insurance License (or ability to obtain within 1 year of employment)
• Bachelor's degree
• Prior experience with benefit administration platforms (Employee Navigator, BenefitPoint, or similar)

Benefits

• Medical/dental/vision/life insurance
• 401k matching program
• Health Savings Account funding and voluntary insurance options
• Professional development and learning opportunities
• Growth opportunities within a growing organization
• A motivated, collaborative team environment

Company Overview