Primary Role:
The Employee Benefits Account Manager (AM) works collaboratively with the Producer, Account Executive (AE) 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 AE And AA and provides resolution for client questions and issues.
Duties and Responsibilities:
Supports client retention, maintains strong carrier relationships, and understands client needs
General knowledge of medical benefits (all funding types and preferred carrier offerings)
General knowledge of ancillary benefits (preferred carrier offerings and differentiators)
Participation in Critical Path execution and renewal preparation
Organizes meetings with team members & clients, and confidently presents to clients
Leads and executes the full renewal & RFP process in collaboration with AEs
Manages claims and coverage issue resolution for clients to support CAST or Account Administrators.
Aids with clients’ service issues escalated by Account Administrator
Collaborates with internal teams (CAST & BTT) to deliver client needs.
Educated on the HUB consulting practices and resources plus how clients can utilize them.
Presentation to clients (C-suite, HR team or employees)
Attends industry related continuing education training and courses, as approved
Works within a team supporting multiple AEs & AAs with books of business
Manages client projects, and completes open and consistent communication
Maintains a strong relationship with HUB’s GA partner and processes ancillary marketing through the partnership, plus 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
Collects necessary reports for clients
Executes timely and accurate new client onboarding
Provides exceptional service, to the expectations of our Client Service Standards
Advises and guides clients in compliance matters and sends monthly reports to client as needed
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
Maintain accurate client and carrier files
Maintains HUB’s client tracking system (monday.com)
Provide mentorship with Account Administrator were applicable
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
High school diploma or equivalent required
At least 2-4 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).
L&H License required or must be able to obtain within 60 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 safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak
effectively 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.
About Us
HUB International is a recognized global leader dedicated to helping individuals and
companies navigate risk and manage the complexities of insurance.
Join the HUB team!
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 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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