Account Representative, Employee Benefits

HUB International•Culver City, CA

1d•$70,000 - $74,000

About The Position

The Account Representative, Employee Benefits works collaboratively with the Producer and Account Executive to manage 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

1-2 years of related benefits experience.
Ability to speak effectively in front of clients or employees of their organization.
Teamwork – 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.

Nice To Haves

Bachelor’s degree preferred.

Responsibilities

Assists with the design of annual benchmarking reports and strategy recommendation based on findings.
Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs.
Serves as day-to-day contact and provides resolution for client questions and issues.
Responds to all phone calls and inquiries within 24 hours of receipt.
Assists with the management of claims and coverage issue resolution.
Provides assistance with clients’ billing and eligibility audits.
Advises and guides clients in compliance matters.
Educates clients on all Value-Added Services.
Assists with the preparation of open enrollment (OE) packets including Employee Guides, SBCs, disclosure notices.
Develops open enrollment presentations in Microsoft PowerPoint and assists with benefits webinars for employees and HR Managers.
Orders supplies from carriers, and reviews for accuracy.
Collaborates with Marketing Department on the creation and distribution of communication materials.
Assists with the management of new carrier, plan or vendor implementation including benefits administration system build-out and project management.
Installs and regularly updates client specific data in data management system.
Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents.
Facilitates 5500 preparation with CPA and client.
Prepares master group files, client contact sheet, and maintains carrier files.