Associate Account Manager, Employee Benefits

HUB International•Sacramento, CA

1d•$27 - $34

About The Position

The Associate Account Manager supports HUB’s Employee Benefits service by helping clients manage their insurance policies and by facilitating effective relationships with clients and insurance carrier partners. The role assists with renewals, census data, proposals, enrollment, billing, compliance notices, benefits administration systems, and related client service needs. The position primarily involves stationary work, frequent communication with colleagues and clients in person and by telephone, and constant computer use. It also occasionally requires moving around the office to access files and office equipment.

Requirements

High school diploma or GED.
2–4 years of related benefits experience, preferably in a breakage environment, or an equivalent combination of education and experience.
Life and Health insurance license, or willingness to obtain one within the first six months.
Ability to communicate effectively and professionally, orally and in writing, with internal and external customers.
Proficiency with Microsoft Office Suite and Outlook.
Ability to use logic and reasoning to evaluate alternative solutions, conclusions, or approaches to problems.
Ability to respond to customer needs, solicit feedback, and promptly and accurately handle difficult or emotional customer situations.
Confidence and demeanor to interact effectively with all organizational levels.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to gather pertinent information, analyze it, and solve problems in a timely and thorough manner.
Ability to prioritize and organize multiple tasks and responsibilities to complete assignments on time and accurately.
Ability to communicate and exchange accurate information with colleagues and clients.
Ability to operate a computer and office productivity machinery, such as a calculator, copy machine, and computer printer.

Nice To Haves

College degree preferred.
Benefits experience in a breakage environment preferred.

Responsibilities

Make initial requests to carriers for plan renewals.
Gather and prepare census data.
Assist with the Request for Proposal (RFP) process.
Assist with Open Enrollment meetings and materials.
Maintain accurate, organized account files, document conversations with clients and carrier representatives, update HUB and agency management systems, and ensure data accuracy.
Assist clients with billing issues, including auditing and reconciliation.
Obtain post-enrollment numbers for each plan.
Prepare Annual Legal Notices.
Facilitate benefits administration and HRIS system updates, including Ease, ADP, and Paylocity.
Set up HR Advocacy Tools, Legal Compliance Resources, and wellness value-adds.
Perform other duties and projects as assigned.