Account Representative, Employee Benefits

Account Representative, Employee Benefits

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's 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.

The Account Representative, Employee Benefits works collaboratively with the Producer and Account Executive to manage 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. Essential Duties and Responsibilities:

• Assists with the design of annual benchmarking reports and strategy recommendation based on findings.
• Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs.
• Serves as day-to-day contact and provides resolution for client questions and issues.
• Responds to all phone calls and inquiries within 24 hours of receipt.
• Assists with the management of claims and coverage issue resolution.
• Provides assistance with clients' billing and eligibility audits.
• Advises and guides clients in compliance matters.
• Educates clients on all Value-Added Services.
• Assists with the preparation of open enrollment (OE) packets including Employee Guides, SBCs, disclosure notices.
• Develops open enrollment presentations in Microsoft PowerPoint and assists with benefits webinars for employees and HR Managers.
• Orders supplies from carriers, and reviews for accuracy.
• Collaborates with Marketing Department on the creation and distribution of communication materials.
• Assists with the management of new carrier, plan or vendor implementation including benefits administration system build-out and project management.
• Installs and regularly updates client specific data in data management system.
• Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents.
• Facilitates 5500 preparation with CPA and client.
• Prepares master group files, client contact sheet, and maintains carrier files.

Factors for success:

• Bachelor's degree preferred.
• 1-2 years of related benefits experience.
• Ability to speak effectively in front of clients or employees of their organization.
• Teamwork Supports everyone's efforts 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.

Why choose HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

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.

The expected salary range for this position is $70,000 - $74,000 depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.