Account Representative I, Employee Benefits

Employee Benefits Account Representative

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.

The Opportunity

The Employee Benefits Account Representative provides critical support to our customers by performing clerical and administrative tasks for the team to support the overall retention of accounts.

Duties & Responsibilities

• 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.
• Assists client with all billing issues including auditing and reconciliation.
• Adds and maintain Splits in agency management system (Benefit Point).
• Obtains post-enrollment numbers for each plan.
• Orders Client ID Cards.
• Prints open enrollment materials.
• Prepares open enrollment packets for client meetings.
• Prepares Annual Legal Notices.
• Prepares Master Applications, POP, COBRA & ERISA Wraps/SPD and SMM as requested.
• Prepares Provider Directories.
• Requests Summaries, SBC and EOC and save in client file.
• Reviews and scrubs New Group Employee Applications, create list of pending items for Account Manager/Account Executive.
• Reviews employee enrollments/terminations/changes for accuracy and oversee process.
• Communicates timely with Account Manager/Account Executive if unable to accommodate timeline due to requests from other team members.
• Facilitates Ben Admin/HRIS System Updates (Ease, ADP, Paylocity, etc).
• Sets-up HR Advocacy Tool, Legal Compliance Resources and Wellness value adds.
• Makes initial request for plan renewals from carriers.
• Gathers / prepares census data.
• Performs other duties and projects as assigned.

Qualifications

• High School / GED
• 1-2 years administrative experience or equivalent combination of education & experience

Knowledge / Skills / Abilities

• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• 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 efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
• Computer skills: proficiency with Microsoft Office Suite and Outlook.
• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Working Conditions and Physical Demands

• This position primarily involves remaining in a stationary position for the majority of the workday.
• The person in this position frequently communicates with colleagues and clients both in person and on the telephone; must be able to communicate and exchange accurate information.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

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 expected salary range for this position is $75,000 - $80,000k 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.