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About the Role

The Employee Benefits Account Management 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 facilitates positive and effective relationships with sales and/or account team colleagues.

Responsibilities

• Manages 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.
• Serves 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.
• Performs other duties and projects as assigned.

Requirements

• High School Diploma / GED; College degree strongly preferred
• 3-5 years of benefit insurance related experience (brokerage preferred) or equivalent combination of education & experience
• Life & Health License or willingness to obtain within 3 months
• 2-5 years of relevant experience

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.
• 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

• Onsite

Experience Level

• 3-5 years
• 2-5 years

Education Level

• High School Diploma / GED
• College degree strongly preferred

Salary/Compensations

• $28 - $38/hr

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.
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