Employee Benefits Account Manager

** 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.

+ Perform other duties as assigned by management.

** 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 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.

+ At least 3-5 years of related experience working as an Account Manager or Account Representative in the employee benefit arena (equivalent combination of education and…