Account Specialist

Are you a dynamic, results-oriented professional seeking a challenging and rewarding career? If so, this role may be the perfect fit for you!

At HUB, we value education, innovation, and continuous learning, and we're excited to support you on your career journey.

As an Employee Benefits Account Specialist, you will be responsible for assisting the Strategic Account Executive in assigned areas to provide management, retention, support and service of day-to-day client needs. Under direct supervision, prepares bid specifications, presentation materials and employee communications. Works directly with specific client groups.

Your job responsibilities as an Employee Benefits Account Specialist:

* With guidance and direction, prepares renewal information, which includes plan data, benefit plan invoices, census, renewal history, obtaining renewal rates from the carrier, including any alternates, ensures commission schedule is correct.

* Under direct supervision, creates request for proposals, obtains proposals from alternate carriers, and prepares preliminary analysis of proposal results for Strategic Account Executive to review.

* Prepares client renewal and bid result presentation. Notifies renewing and bidding carriers of outcome.

* Attends and participates in client meetings as requested, documenting all meetings and phone calls regarding coverages to ensure all members of the service team are informed of pertinent information such as carrier change considerations, significant group plan or participation changes, or any other client activity.

* Works with clients and carriers to ensure new-hires are enrolled, status changes are processed and terminated employees are removed from appropriate policies.

* Works with client and carrier to ensure the plan implementation and enrollment process for renewals and/or changing carriers is completed accurately and in a timely manner.

* Reviews plan documents for completeness and accuracy and obtaining corrections from carrier as needed.

* Audits commission revenue statements for each line of coverage to ensure proper payment is received.

* Answers client questions regarding procedural matters, plan provisions, claims issues, billing issues and any other benefit related situations. Conducts research as necessary and keeps Strategic Account Executive informed of pertinent information.

* Sets up and maintains client data in internal databases by organizing plan information received from carriers and clients. Ensures data is accurate and reflects current client information.

* Develops appropriate communication material to be used in announcing and explaining plan changes, new plans, cost changes or carrier changes. Assists with client employee education meetings.

* Provides administrative guide and teaches client new requirements for administering the plan. Assist clients in setting up new internal procedures as needed.

* Continuously keep up-to-date on industry trends and best practices, and seek opportunities to implement them into existing policies and procedures when practical.

* Follow policies and procedures as outlined in the company and departmental policy manuals.

* Other duties may be assigned.

Qualifications:

* Associate's degree or equivalent from an accredited college or technical school preferred.

* Minimum one year of experience and/or training working with employee benefits preferred.

* An equivalent combination of education and experience and/or relevant work experience may be substituted in lieu of minimum qualifications.

* Excellent verbal and written communication skills

* Team player with a great attitude, self-motivation and the ability to work in a fast-paced environment

* Strong communication, interpersonal, multi-tasking, and organizational skills

* Must be thorough, detail-oriented and is responsible for working with confidential information

* Ability to accommodate immediate requests, perform under short deadlines and coordinate multiple jobs

What makes us different than all the rest?

Our Vision:
To be everywhere risk exists - today and tomorrow. Helping protect what matters most.

Our Mission:
To protect and support the aspirations of individuals, families and…