Employee Benefits Account Manager- Select
Employee Benefits Account Manager- Select
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Job Description
The Employee Benefits Account Manager markets and services accounts in accordance with company objectives and procedures; complementsadvisor responsibilities for new business development and existing client perpetuation and is expected to maintain a book of accounts based on location practice.
In this role you will:
- Assist EBAdvisor with request for insurance coverage quotes from insurance companies for organizational groups (business nonprofits etc.).
- Complete comparisons benefit/cost analysis and reports for advisors and teams review and discussion per established procedures and practice.
- Policy data entered into electronic system accurately and kept current within time guidelines established by procedure and practice.
- On renewals process changes or amendments to coverage/policy during and after policy review and application process. Oversee internal activity in posting handling and filing to ensure accurate and timely completion.
- Responsible to communicate with other team members and assist advisor to ensure timely follow-up on group and individual renewal dates. Regularly maintain and follow-up on x-dates with broker 45-60 days prior to renewal dates.
- Responsible for maintenance of proper documentation and timely follow-up for resolution with insurance companies and insureds on problems with policy services claims or coverage concerns.
- Assist advisor in insurance business quotes and other such matters as may be directed from time to time by established procedures and practice.
- Respond to inquiries from insureds on changes or amendments to coverage/policy.
- Schedule with advisor quarterly reviews of group insurance status needs and problem resolution whether in person or by mail/fax/phone.
- Timely print-out review and distribute information and reports (changes quotes commissions etc) on status and activity on individual and group plans to ensure prompt attention and appropriate involvement by broker.
- Prepare and maintain accurate quote comparison sheets on each insurance company for review and use in determining coverage costs and benefits.
- Key detailed claims activity and costs into electronic programs as established by internal procedures and practice. Properly and timely complete all data entry monthly for report generation to self-funded groups.
- Maintain proper documentation and filing of correspondence and activity with insurance company and insured on problem claims. Provide some training to those who assist in tracking and resolution of claims issues.
- Internal correspondence on active work assignments responded to and kept current with advisors other member and management on a regular and consistent basis.
- Perform routine review and analysis of documentation insurance applications and policy issuance files for accuracy and completeness.
- Maintain knowledge of all lines of coverage.
- Follow agency procedures and insurance company regulations.
- Maintain awareness of market conditions changes and current legislation.
- Attend meeting as scheduled. Follow-up identified and work assigned to update and complete work in progress and records information.
- Perform other specific duties and projects as assigned by management.
- Provide training/mentoring toCustomer Service Representatives.
What you offer us:
- Life & Health215license
- Understand and analyze insurance coverages forms and policies.
- Above average mathematical skills and ability to rate insurance policies.
- Strong written and oral communication skills.
- Organize set and maintain priorities.
- Work with little supervision.
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
