Account Manager

Position: Account Manager, Employee Benefits
Account Manager, Employee Benefits page is loaded## Account Manager, Employee Benefits remote type:
Hybrid Working locations:
Tulsa, OKtime type:
Full time posted on:
Publié il y a plus de 30 joursjob requisition :
R0032110

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 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
* High School or equivalent required
* At…