Account Representative, Employee Benefits

HUB International • Santa Maria, CA

9d • $21 - $24 • Onsite

About The Position

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. Please note: This is a full-time, in-office position based in Santa Maria, CA, Westlake Village, CA or Ventura, CA.

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.
• Assist client with all billing issues including auditing and reconciliation.
• Add and maintain Splits in agency management system (Benefit Point).
• Obtain post-enrollment numbers for each plan.
• Order Client ID Cards.
• Prepare Annual Legal Notices.
• Prepare Master Applications, POP, COBRA & ERISA Wraps/SPD and SMM as requested.
• Prepare Provider Directories.
• Request Summaries, SBC and EOC and save in client file.
• Review and Scrub New Group Employee Applications, create list of pending items for Account Manager/Account Executive.
• Review employee enrollments/terminations/changes for accuracy and oversee process.
• Timely communication with Account Manager/Account Executive if unable to accommodate timeline due to requests from other team members.
• Facilitate Ben Admin/HRIS System Updates (Ease, ADP, Paylocity, etc).
• Set-up HR Advocacy Tool, Legal Compliance Resources and Wellness value adds.
• Make initial request for plan renewals from carriers.
• Gathering/preparing census data.
• Performs other duties and projects as assigned.

Benefits

• HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED