Account Manager

Position: Employee Benefits Account Manager
About Us:

HUB is a 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 20,000 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:

The Employee Benefits Account Manager works collaboratively with the Team Leads, 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

* Assists with generating benchmarking reports (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.

* 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 Executive.

* Creates employee benefit booklets, when not completed by Account Administrator.

* Assists with open enrollment presentations and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers as needed.

* Handles renewal and open enrollment material prep

* 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.

* Prepares master group files, client contact sheet, and maintains carrier files

* Assists in the RFP process as needed, such as proposal development including preparing census, entering and updating pivotal information as needed

* Coordinates client contact changes with Producer/Account Executive

* Organizes client meetings with other team members

* 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

* Bachelor's degree preferred

* 2+ 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).

* Knowledge of fully insured and self-funding plans preferred

* Client facing experience

* L&H License required

* Experience with Agency Management systems preferred

* Proficiency using MS Excel

#LI-KP1

Department Account Management & Service

Required Experience:

2-5 years of relevant experience

Required Travel:
Negligible

Required

Education:

Bachelor's 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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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