Account Representative II, Employee Benefits

Hub International • San Diego, CA

377d • $68,640 - $68,640 • Remote

About The Position

The Employee Benefits Account Representative II at HUB International plays a crucial role in managing client relationships and providing day-to-day service for employee benefits clients. This position focuses on the mid to large group market segment, ensuring client retention and satisfaction through effective account management, claims resolution, and compliance guidance. The representative collaborates with various teams to deliver innovative solutions and support clients' needs, making it a vital role within the organization.

Requirements

• Bachelor's degree preferred.
• At least 5+ years of related experience as an Account Manager, Account Representative, or Benefits Analyst in the employee benefits arena.
• Must hold a valid CA Life Agent license or will obtain one.
• Ability to read and interpret documents such as safety rules and procedure manuals.
• Ability to write routine reports and correspondence.
• Ability to speak effectively before groups of customers or employees.
• Proficiency in Microsoft Office, including Excel, Word, and PowerPoint; knowledge of project management software is preferred.
• Bilingual in English and Spanish is a plus.

Nice To Haves

• Knowledge of project management software and database software.
• Experience in leading a team and adhering to deadlines.

Responsibilities

• Manage client relationships and execute deliverables from strategic planning, including stewardship reports and renewal processes.
• Resolve claims and coverage issues for clients' employees when escalated from HR or the MyBenefitsChampion call center.
• Assist clients with billing and eligibility audits, and conduct these audits independently when necessary.
• Advise clients on compliance matters related to employee benefits.
• Develop open enrollment presentations using Microsoft PowerPoint and conduct benefits webinars for employees and HR Managers.
• Create employee benefit booklets in collaboration with the C&D Team using Microsoft Publisher.
• Facilitate the preparation of open enrollment packets, including SBCs and disclosure notices.
• Collaborate with the Marketing Department on distributing MyBenefitsChampion communication materials.
• Communicate MyBenefitsChampion utilization trends to clients.
• Manage new carrier, plan, or vendor implementations, including benefits administration system build-out and project management.
• Perform contract reviews and facilitate the preparation of SPD Wraps, Cafeteria, and POP Plan documents.
• Prepare master group files, client contact sheets, and maintain carrier files.
• Support the Account Executive in strategy and execution.

Benefits

• Health, dental, and vision insurance
• Life and disability insurance
• Flexible Spending Account (FSA)
• Health Savings Account (HSA)
• 401(k) retirement plan
• Paid time off benefits
• Eligible bonuses and commissions for full-time positions

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees