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 BenefitPoint.
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.
Perform other duties as assigned by management.
Key Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:
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Team Work – 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.
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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.
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Quality Management – Demonstrates attention to detail.
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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
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Bachelor’s degree preferred.
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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).
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Client facing experience preferred.
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L&H License required.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity 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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