Account Manager

## Employee Benefits Account Manager Solicitarremote type:
Hybrid Working locations:
Longview, TXtime type:
Full time posted on:
Publicado hoyjob requisition :
R0037881
** 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.
**…