Account Manager

Employee Benefits Account Manager

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.

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.

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

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

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