Account Representative, Employee Benefits

Hub International Insurance•Newport Beach, CA

14h•Onsite

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. The Employee Benefits Account Representative I role is focused on the mid to large 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 MyBenefitsChampion 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 PowerPoint and Microsoft Publisher software. Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices. Creates and distributes MyBenefitsChampion communication materials. Communicates MyBenefitsChampion utilization trends to clients. Participates in and supports 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. Supports the Account Executive in execution of the client strategy.

Requirements

Bachelor’s degree preferred
2 - 4 years of related experience working as an Account Manager, 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 participate on a team, lead and manage resource coordination and projects 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
Maintains client relationships
Supports client retention
Maintains strong carrier relationships
Understands 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 MyBenefitsChampion 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 PowerPoint and Microsoft Publisher software
Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices
Creates and distributes MyBenefitsChampion communication materials
Communicates MyBenefitsChampion utilization trends to clients
Participates in and supports 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
Supports the Account Executive in execution of the client strategy