Employee Benefits Account Manager

This is a hybrid role, requiring three days per week in the office.

About HUB International

HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 650 offices and over 22,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients.

Why Choose HUB?

Throughout our network 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 providing 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 evolve 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.

We are the perfect fit if you:

• are seeking a progressive work environment at a rapidly growing organization

• have a desire to help others protect their future

• have an entrepreneurial spirit and are challenged by the opportunity to grow the business

• are focused on learning and development to enhance your industry knowledge and expertise

• are a self-starter willing to invest time and energy to learn the technical aspects of our business

• believe in integrity and building success by developing relationships with others

Primary Role:

The Employee Benefits Account Manager works collaboratively with the Team Leads, 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.

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

• Assists with generating benchmarking reports (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.

• 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 Executive.

• Creates employee benefit booklets, when not completed by Account Administrator.

• Assists with open enrollment presentations and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers as needed.

• Handles renewal and open enrollment material prep

• 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 Benefit Point

• Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents.

• Prepares master group files, client contact sheet, and maintains carrier files

• Assists in the RFP process as needed, such as proposal development including preparing census, entering and updating pivotal information as needed

• Coordinates client contact changes with Producer/Account Executive

• Organizes client meetings with other team members

• Attends industry related continuing education training and courses

• 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

• 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).

• Knowledge of fully insured and self-funding plans

• Client facing experience

• L&H License required

• Experience with Agency Management systems preferred

• Proficiency using MS Excel

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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