Account Manager, Employee Benefits

About the position

The Employee Benefits Account Manager works collaboratively with the Producer, Account Executive and Account Administrator managing 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.

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
• Provides benchmarking reports to client (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 if not handled or escalated by Account Administrator
• 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 Administrator
• Creates employee benefit booklets, when not completed by Account Administrator
• If there is no Account Executive on the team, develops open enrollment presentations and conducts benefits presentations and/or records presentations for employees and HR Managers
• 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 BenefitPoint
• Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents
• Facilitates 5500 preparation
• Prepares master group files, client contact sheet, and maintains carrier files
• Handles Renewal Prep
• Assists in the RFP process as needed, such as proposal development including preparing census, entering and updating pivotal information as needed, on-line quoting, and Marketing a group when requested
• Provide mentorship with Account Administrator/Assistant Plan Analyst were applicable
• Coordinates client contact changes with Producer/Account Executive
• Organizes client meetings with other team members
• Makes sure the client is aware of the resources that HUB offers
• Attends industry related continuing education training and courses
• Must follow HUB Broker Standards

Requirements

• Bachelor's degree preferred
• At least 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)
• Client facing experience required
• L&H License required or must be able to obtain within 120 days of hire

Nice-to-haves

• Bilingual in English and Spanish a big plus