Employee Benefits Account Manager
Employee Benefits Account Manager
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Salary Not Disclosed
1 Vacancy
Job Description
About Us:
HUB is the 5th largest global insurance and employee benefits broker providing a broad array of property casualty risk management life and health employee benefits investment and wealth management products and services. With over 20000 employees in 600 offices throughout North America HUB has grown substantially in part due to our industry leading success in mergers and acquisitions.
Primary Role:
TheEmployee Benefits Account Manager works collaboratively with the Producer and Account Executive to manage a book of business. Coordinates and provides day-to-day 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:
- Maintains client relationships supports client retention maintains strong carrier relationships and understands client needs
- Collaborates on delivering multi-year strategic plan
- Manages projects in concert with the client including but not limited to all vendor implementation
- Provides benchmarking reports to client (annually quarterly or monthly)
- 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 if not handled or escalated by Account Administrator
- Advises and guides clients in compliance matters and sends monthly reports to client as needed
- Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices when not completed by Account Administrator.
- Creates employee benefit booklets when not completed by Account Administrator.
- 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 build-out and project management
- Installs and regularly updates client specific data inBenefitPoint
- Performs contract review and facilitates preparation of SPD Wraps Cafeteria and POP Plan documents.
- Facilitates 5500 preparation
- Prepares master group files client contact sheet and maintains carrier files
- Handles Renewal Prep
- Assists in the RFP process as needed such as proposal development including preparing census entering and updating pivotal information as needed on-line quoting and Marketing a group when requested
- Provide mentorship with Account Administrator/Assistant Plan Analyst were applicable
- Coordinates client contact changes with Producer/Account Executive
- Organizes client meetings with other team members
- Makes sure the client is aware of the resources that HUB offers
- Attends industry related continuing education training and courses
- Must follow HUB Broker Standards
Key Competencies:
To perform the job successfully an individual should demonstrate the following competencies:
- Teamwork Supports all organizational departments in a collaborative effort for everyone 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 self-development 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 and contribute 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
- Prefer 2-5 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
- L&H License required (or obtained within 90 days of employment).
- Proficiency using MS Excel
#LI-KP1
Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: NegligibleRequired Education: Bachelors degree (4-year degree)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.
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Required Experience:
Manager
Employment Type
Full-Time
