Employee Benefits:- Account Manager
- This is a hybrid role, requiring three days per week in the office.
- HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance.
- We are the perfect fit if you:
- Are seeking a progressive work environment at a rapidly growing organization
- Have a desire to help others protect their future
- Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
- Are focused on learning and development to enhance your industry knowledge and expertise
- Are a self-starter willing to invest time and energy to learn the technical aspects of our business
- Believe in integrity and building success by developing relationships with others
- Primary Role:
The Employee Benefits Account Manager (AM) works collaboratively with the Consultant and Account Administrator (AA) managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by owning the annual renewal and marketing process, maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact alongside Account Managers, Consultant, and AA and provides resolution for client questions and issues.
Duties and Responsibilities:- Leads and Executes the full renewal & RFP process, such as proposal development including preparing census, entering and updating pivotal information as needed, on-line quoting, and Marketing a group when requested
- Maintains a strong relationship with HUB's GA partner and processes ancillary marketing through the partnership and performs quality assurance reviews of their work.
- Create & review marketing presentation for all client benefits
- Manages new carrier, plan or vendor implementation and project management
- Prepares master group files, client contact sheet, and maintains carrier files
- Executes timely and accurate new client onboarding
- Manages routine client requests, builds and maintains client relationships, helps support client retention, maintains strong carrier relationships, and understands client needs
- Provides exceptional service, to the expectations of our Client Service Standards
- 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
- Creates employee benefit booklets, when not completed by Account Administrator
- If there is no Account Executive on the team, develops open enrollment strategy, conducts benefits presentations and/or records presentations for employees and HR Managers as requested by clients
- Performs contract review and supports preparation of SPD Wraps, Cafeteria and POP Plan documents Communicates & collaborates with other HUB teammates (producers, centralized teams, and super regional teams)
- Makes sure the client is aware of the resources that HUB offers
- Attends industry related continuing education training and courses
- Maintains accurate client specific data in Benefit
- PointMaintains HUB's client tracking system
- Provide mentorship with Account Administrator were applicable
- Must follow HUB Broker Standards
Key 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 work with a 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:- 2-4 years administrative experience or previous work experience related to group health insurance preferred
- High school diploma or equivalent required
- Bachelor's Degree desired, but not requiredL&H License required or able to obtain within 120 days from 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 safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively to 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 and Power Point; follow guidelines on working in BMS (BenefitPoint) for premium efficiency with your team.
