Account Manager, Employee Benefits

Hub International Insurance • Kansas City, MO

23h

About The Position

The Employee Benefits Account Manager (AM) works collaboratively with the Account Executive (AE) and Account Administrator (AA) managing a book of business. This role coordinates and provides day-to-day service for employee benefits clients by owning the annual renewal and marketing process, maintaining client relationships, supporting client retention, maintaining strong carrier relationships, and understanding client needs. The AM serves as the day-to-day contact alongside the AE and AA, providing resolution for client questions and issues.

Requirements

• Bachelor’s degree preferred
• High school diploma or equivalent required
• At least 2-4 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).
• L&H License required or must be able to obtain within 60 days of hire
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Proficient in Microsoft Office including Excel, Word and Power Point
• Follow guidelines on working in BMS (BenefitPoint) for premium efficiency with your team.

Nice To Haves

• Bilingual in English and Spanish a big plus.

Responsibilities

• Leads and Executes the full renewal & RFP process, such as proposal development including preparing census, entering and updating pivotal information as needed, on-line quoting, and Marketing a group when requested
• Maintains a strong relationship with HUB’s GA partner and processes ancillary marketing through the partnership and performs quality assurance reviews of their work.
• Create & review marketing presentation for all client benefits
• Manages new carrier, plan or vendor implementation and project management
• Prepares master group files, client contact sheet, and maintains carrier files
• Executes timely and accurate new client onboarding
• Manages routine client requests, builds and maintains client relationships, helps support client retention, maintains strong carrier relationships, and understands client needs
• Provides exceptional service, to the expectations of our Client Service Standards
• Manages claims and coverage issue resolution for clients’ employees when elevated from HR, understands when to escalate complex issues
• 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
• Creates employee benefit booklets, when not completed by Account Administrator
• If there is no Account Executive on the team, develops open enrollment strategy, conducts benefits presentations and/or records presentations for employees and HR Managers as requested by clients
• Performs contract review and supports preparation of SPD Wraps, Cafeteria and POP Plan documents
• Communicates & collaborates with other HUB teammates (producers, centralized teams, and super regional teams)
• Makes sure the client is aware of the resources that HUB offers
• Attends industry related continuing education training and courses
• Maintains accurate client specific data in BenefitPoint
• Maintains HUB’s client tracking system
• Provide mentorship with Account Administrator were applicable
• Must follow HUB Broker Standards

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED