Associate Account Manager, Employee Benefits

HUB International•Sacramento, CA

2d•$30 - $33

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 Associate Account Manager plays a vital role in on the Employee Benefits service by ensuring clients receive the service they need to properly manage their insurance policies. The Associate Account Manager is the facilitator of positive and effective relationships with our valued clients and partners insurance carriers.

Requirements

High School / GED; college degree preferred
2-4 years of related benefits experience (breakage environment preferred) or equivalent combination of education & experience
Life & Health insurance license or wiliness to obtain within first 6 months
Ability to effectively and professionally communicate orally and in writing with internal and external customers.
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.
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 calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.

Responsibilities

Makes initial request for plan renewals from carriers.
Gathering/preparing census data.
Assists with the Request for Proposal (RFP) process.
Assists with Open Enrollment meetings / materials.
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.
Obtain post-enrollment numbers for each plan.
Prepare Annual Legal Notices.
Facilitate Ben Admin/HRIS System Updates (Ease, ADP, Paylocity, etc.).
Set-up HR Advocacy Tool, Legal Compliance Resources and Wellness value adds.
Performs other duties and projects as assigned.