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…