Account Representative, Employee Benefits

HUB International•Napa, CA

2d•$24 - $28

About The Position

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Employee Benefits Account Representative provides critical support to our customers by performing clerical and administrative tasks for the team to support the overall retention of accounts.

Requirements

High School / GED
1-2 years administrative experience or equivalent combination of education & experience
Ability to effectively and professionally communicate orally and in writing with internal and external customers.
Desire to learn and grow within the insurance industry.
Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
Confidence and demeanor to effectively interact with all levels within the organization.
Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
Computer skills: proficiency with Microsoft Office Suite and Outlook.
Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Responsibilities

Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
Assists client with all billing issues including auditing and reconciliation.
Adds and maintain Splits in agency management system (Benefit Point).
Obtains post-enrollment numbers for each plan.
Orders Client ID Cards.
Prints open enrollment materials.
Prepares open enrollment packets for client meetings.
Prepares Annual Legal Notices.
Prepares Master Applications, POP, COBRA & ERISA Wraps/SPD and SMM as requested.
Prepares Provider Directories.
Requests Summaries, SBC and EOC and save in client file.
Reviews and scrubs New Group Employee Applications, create list of pending items for Account Manager/Account Executive.
Reviews employee enrollments/terminations/changes for accuracy and oversee process.
Communicates timely with Account Manager/Account Executive if unable to accommodate timeline due to requests from other team members.
Facilitates Ben Admin/HRIS System Updates (Ease, ADP, Paylocity, etc).
Sets-up HR Advocacy Tool, Legal Compliance Resources and Wellness value adds.
Makes initial request for plan renewals from carriers.
Gathers / prepares census data.
Performs other duties and projects as assigned.