Account Manager, Employee Benefits

HUB International•Tulsa, OK

24d•Hybrid

About The Position

The Employee Benefits Account Manager (AM) works collaboratively with the Consultant and Account Administrator (AA) managing a book of business. 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. Serves as day-to-day contact alongside Account Managers, Consultant, and AA and provides resolution for client questions and issues.

Requirements

2-4 years administrative experience or previous work experience related to group health insurance preferred
High school diploma or equivalent required
L&H License required or able to obtain within 120 days from hire
Must hold a valid Driver’s License
Dependable transportation
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to write routine reports and correspondence.
Ability to speak effectively customers and teammates.
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

Bachelor’s Degree desired, but not required
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