Account Manager Associate I - Employee Benefits

Hub International Insurance•Mayfield, KY

6d•Onsite

About The Position

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. This role will be responsible for delivering excellent and efficient service by assisting the Account Manager(s) with the daily management of a group of accounts. The Account Manager Assistant has an impact on agency success by assisting in achievement of client retention goals, effectively and consistently providing client service, and fostering a culture of accountability, integrity, trust, respect and teamwork while focusing on continuous improvement.

Requirements

1.5 plus years agency or carrier client-services experience required with a health and welfare benefits focus. Or 2 plus years in a benefits specialist or HR assistant (with benefits as a responsibility) experience required.
Must be proficient in Power Point, Word, and basic knowledge of Excel.
Communicates effectively- verbally and in written form
Accountable and ensures timely follow up
Active TN Life & Health License or ability to obtain within 90 days of employment
High school or equivalent

Responsibilities

Research and respond to client issues such as billing, eligibility and escalated claims, with the appropriate carriers and/or vendors in order to maintain client satisfaction.
Act as back-up to the account manager.
Responsible for composing and responding to correspondence from clients and carriers via letters and email in a professional and grammatically correct manner.
Maintain accurate and timely tracking and servicing documentation through agency management and document systems including profile/scan of open enrollment materials and marketing/renewal presentations, plan renewal decisions and entry of participation count utilizes for accurate commission estimates.
Utilize activity logs in the agency management system to manage completion of tasks.
Prepare open enrollment form spreadsheets, review enrollment forms, assist with implementation documents for submission to carrier, and post enrollment data audits.
Follow the agency workflows and procedures to avoid Errors and Omissions.
Prepare renewal and new business presentation binders with content guided by the account manager as well as required documentation for the client open enrollment process.

Benefits

Competitive salaries and benefits offerings
Medical/dental/vision insurance and voluntary insurance options
Health Savings Account funding
401k matching program
Company paid Life and Short-Term Disability Plans
Supplemental Life and Long-Term Disability Options
Comprehensive Wellness Program
Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
Great work/life balance
Focus on creating a meaningful environment through employee engagement events
The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
Growth potential - HUB is constantly growing and so can your career!
A rewarding career that helps local businesses in the community
Strong community support and involvement through HUB Gives