Account Manager Employee Benefits
Account Manager Employee Benefits
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Salary Not Disclosed
1 Vacancy
Job Description
Primary Role:
The Employee Benefits Account Manager works collaboratively with the Producer and Account Executive managing a book of business. Coordinates and provides daytoday service for employee benefits clients by maintaining client relationships supporting client retention maintaining strong carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client questions and issues.
Duties and Responsibilities:
- Collaborates on delivering multiyear strategic plan
- Manages projects in concert with the client including but not limited to all vendor implementation
- Maintains client relationships supports client retention maintains strong carrier relationships and understands client needs
- Manages claims and coverage issue resolution for clients employees when elevated from HR.
- Provides assistance with clients billing and eligibility audits and on occasion may conduct these audits for clients independently
- Advises clients in compliance matters in partnership with the Account Executive
- Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices
- Creates employee benefit booklets
- If there is no Account Executive on the team develops open enrollment presentations and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers.
- Orders supplies from carriers and reviews for accuracy
- Manages new carrier plan or vendor implementation including benefits administration system buildout and project management
- Installs and regularly updates client specific data in BenefitPoint
- Performs contract review
- Prepares master group files client contact sheet and maintains carrier files
- Perform renewal preparation and carrier submissions including coordinating receipt of renewals from carriers preparing renewal materials including spreadsheets and submission of renewal documents to carriers
- Participates in client interactions as needed under the direction of the Account Executive
- Provide mentorship with Plan Analyst and Office Services Administrator
- Coordinates client contact changes with Producer/Account Executive
- Must follow HUB Broker Standards
Key Competencies:
To perform the job successfully an individual should demonstrate the following competencies:
- Team Work Supports everyones efforts to succeed.
- Written Communication Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
- Initiative Volunteers readily; Undertakes selfdevelopment activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
- Quality Management Demonstrates attention to detail.
- Project Management Ability to lead a team and adhere to deadlines
Qualification Requirements:
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Experience and Education
- Bachelors degree preferred
- At least 35 years of related experience working as an Account Manager or Account Representative in the employee benefit arena (equivalent combination of education and experience is acceptable).
- Client facing experience required
- L&H License required
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger handle or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.
Other Requirements:
Must hold a valid Drivers License
Dependable transportation
Communication/Language Skills:
- Ability to read and interpret documents such as safety rules operating and maintenance instructions and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively with customers and teammates.
- Bilingual in English and Spanish a big plus.
Math Skills:
- Ability to add subtract multiply and divide in all units of measure using whole numbers common fractions and decimals.
Reasoning Ability:
- Ability to define problems collect data establish facts and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Computer Skills:
- To perform this job successfully an individual should be proficient in Microsoft Office including Excel Word and Power Point; follow guidelines on working in BMS (BenefitPoint) for premium efficiency with your team.
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
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 recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
Manager
Employment Type
Full-Time
