Account Manager

Position: Employee Benefits Account Manager
Employee Benefits Account Manager page is loaded## Employee Benefits Account Manager remote type:
Onsite locations:
Argyle, TXtime type:
Full time posted on:
Posted Todayjob requisition :
R0033438
** About HUB International
** HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  

We are a company dedicated to superior customer service with employees committed to adding value to every client activity.
** Primary Role:
** The Employee Benefits Account Manager works collaboratively with the Producer, Account Executive and Account Administrator managing 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 in Benefit Point
* 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:
* Team Work – 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…