Account Manager

Position: 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.

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* Duties and Responsibilities:

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* + Manages routine client requests, builds and maintains client relationships, helps support client retention, maintains strong carrier relationships, and understands client needs

+ 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, understands when to escalate complex issues

+ 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 Senior Account Manager or Account Executive on the team, develops open enrollment presentations and conducts benefits presentations and/or records 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/ 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

** Key

Competencies:

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* 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

+ High school diploma or equivalent required

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