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About the Role

The Employee Benefits Account Management team provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively manage their health and welfare programs. The Account Manager II acts with a high degree of independent discretion, autonomy, and decision-making in managing a book of business and facilitates positive and effective relationships with sales and/or account team colleagues.

Responsibilities

Managing all aspects of the account-service process.
Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability.
Establishes and maintain strong business relationships with clients and insurance carriers.
Serve as client point of contact for day-to-day eligibility, claims, billing and benefit administration inquiries; acts as liaison between clients and insurance carriers to resolve service issues.
Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
Makes appropriate recommendations to clients in response to those changes; Attends industry related continuing education training and courses.
Update open enrollment packets including current benefits and rates for all lines of coverage, cobra administration forms, written plan documents and summary plan descriptions, on an annual basis for clients; may also include 5500 filings.
Submit BOR letter to all carriers and follow-up to obtain contracts, obtain current renewal and current benefit descriptions.
Marketing to carriers.
Preparing quotes and proposals.
Assists client with all billing issues including auditing and reconciliation.
Gather data and prepare/conduct presentations (Renewal/OE/Post Renewal Debrief).
Lead implementation of new and renewal plans or programs.
Apprise clients of other HUB resources, carrier/vendor offerings and emerging industry trends.
Prepare and/or peer review (and deliver, if applicable) the EB Comp Disclosure.
Obtain post-enrollment numbers for each plan.
Prepare Annual Legal Notices.
Facilitate Ben Admin/HRIS System Updates (Ease, ADP, Paylocity, etc.).
Set-up HR Advocacy Tool, Legal Compliance Resources and Wellness value adds.
Review contracts, line-by-line, for accuracy.
Participate in carrier/vendor program implementations and initiates payments to vendors.
Partners with producer(s) to develop and implement clients’ benefits strategies; including designing benefit programs based on client objectives, performing financial analysis, plan assessment, benchmarking, funding alternatives.
Provides training as a subject-matter-expert to other Client Services team members on various topics.
Supports, mentors, and trains other support staff members.
Oversees functions performed by less experienced Account Managers and Assistant Account Managers as required.
Performs other duties and projects as assigned.

Requirements

High School Diploma / GED; College degree strongly preferred
3-5 years of benefit insurance account management experience (brokage preferred) or equivalent combination of education & experience
Life & Health License

Skills

Ability to effectively and professionally communicate orally and in writing with internal and external customers.
Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
Strong knowledge of employee benefits products and services and how they are delivered to clients; knowledge of related legislation such as ACA, COBRA and HIPAA.
Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Desire to learn and grow within the insurance industry.
Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
Confidence and demeanor to effectively interact with all levels within the organization.
Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs.
Ability to effectively work with a team and coach others in developing their skills and abilities.
Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.
Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.

Location

North America

Work Type

Full-time

Experience Level

2-5 years of relevant experience

Education Level

High school or equivalent

Salary/Compensations

$75,000 - $110,000k

Benefits

Health/dental/vision/life/disability insurance
FSA, HSA and 401(k) accounts
Paid-time-off benefits
Eligible bonuses, equity and commissions for some positions

About the Company

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected.
As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control.
Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.
For more information, please visit hubinternational.com.

Equal Opportunity

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 at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
EEOAA Policy
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