Account Representative, Employee Benefits

Hub International Insurance•Newport Beach, CA

About The Position

The Employee Benefits Account Representative works collaboratively with the Producer and Account Team 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. This Employee Benefit Account Representative role is focused on the small group market segment. Manages client relationships and executes on all deliverables from strategic planning with stewardship reports, renewal and marketing process, open enrollment and special projects. Manages claims and coverage issue resolution for clients’ employees when elevated from HR or Hub International’s My Benefits Champion call center. Provides assistance with clients’ billing and eligibility audits, and on occasion may conduct these audits for clients independently. Advises and guides clients in compliance matters. Develops open enrollment presentations in Microsoft PowerPoint software and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers. Creates employee benefit booklets in conjunction with the C&D Team using Microsoft Publisher software. Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices. Collaborates with Marketing Department on the distribution of My Benefits Champion communication materials. Communicates My Benefits Champion utilization trends to clients. Manages new carrier, plan or vendor implementation including benefits administration system build-out and project management. Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents. Prepares master group files, client contact sheet, and maintains carrier files. Manages client RFP process from development, distribution, follow-up, analyzing and presenting with heavy focus on the creating of financial reporting. Supports the Account Executive in strategy and execution.

Requirements

Bachelor’s degree preferred.
At least 3-5 years of related experience working as an Account Representative and/or a Benefits Analyst in the employee benefits arena (equivalent combination of education and experience is acceptable).
Must hold a valid CA Life Agent license or will obtain.
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 before groups of customers or employees of organization.
Proficient in Microsoft Office including Excel, Word and Power Point.
Knowledge of Project Management software and database software is preferred.
Team Work – Supports everyone's efforts to succeed.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
Quality Management – Demonstrates attention to detail.
Project Management – Ability to lead a team and adhere to deadlines.

Nice To Haves

Bilingual in English and Spanish a big plus.

Responsibilities

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.
Manages client relationships and executes on all deliverables from strategic planning with stewardship reports, renewal and marketing process, open enrollment and special projects.
Manages claims and coverage issue resolution for clients’ employees when elevated from HR or Hub International’s My Benefits Champion call center.
Provides assistance with clients’ billing and eligibility audits, and on occasion may conduct these audits for clients independently.
Advises and guides clients in compliance matters.
Develops open enrollment presentations in Microsoft PowerPoint software and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers.
Creates employee benefit booklets in conjunction with the C&D Team using Microsoft Publisher software.
Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices.
Collaborates with Marketing Department on the distribution of My Benefits Champion communication materials.
Communicates My Benefits Champion utilization trends to clients.
Manages new carrier, plan or vendor implementation including benefits administration system build-out and project management.
Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents.
Prepares master group files, client contact sheet, and maintains carrier files.
Manages client RFP process from development, distribution, follow-up, analyzing and presenting with heavy focus on the creating of financial reporting.
Supports the Account Executive in strategy and execution.