Job Description
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 with Account Executives and Producers 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, Benefit Guides SBCs and disclosure notices, 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 BenefitPoint
Performs contract review, confirms in writing client coverage and plan management decisions and communicates changes in writing to carriers and vendors, and as needed, facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents.
Prepares master group files, client contact sheet, and maintains client content and structure of client files in accordance with established department guidelines
Handles Renewal Prep, including spreadsheet analysis documents, renewal presentation books and associated materials. Utilizes established department quality assurance processes.
Assists in the RFP process as needed, such as proposal development including preparing census, entering and updating pivotal information as needed in partnership with the Plan Analyst,
Provide mentorship with Account Administrator 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
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 experience is acceptable).
Client facing experience required
L&H License required or must be able to obtain within 120 days of hire
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events.
Other Requirements:
Must hold a valid Driver’s License
Dependable transportation
Public Speaking/Language Skills:
Ability to read and interpret documents such as insurance coverage documents, contracts and /vendor process and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively and professionally with customers and teammates.
Bilingual in English and Spanish a big plus.
Math Skills:
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Reasoning Ability:
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
Computer Skills:
To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word, Publisher and Power Point; follow guidelines on working in BMS (BenefitPoint) for premium efficiency with your team.
Work Product:
Ability to produce concise and accurate internal and client facing materials and communications. Utilize established company and department quality control procedures to ensure high quality and accurate work products.
About Us
HUB International is a recognized global leader dedicated to helping individuals and
companies navigate risk and manage the complexities of insurance.
Ranked 9th among the World's Largest Brokers by Business Insurance
Ranked 9th as a Top Global Broker by Best's Review
Join the HUB team!
Apply today!
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
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