Account Manager, Employee Benefits

Hub International Insurance•Tulsa, OK

16d

About The Position

Primary Role: 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.

Requirements

Bachelor’s degree preferred
High School or equivalent required
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
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.
To perform this job successfully, an individual should be 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

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 webinars and/or records Brainshark 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