Benefit Technology Specialist

Hub International InsuranceSan Diego, CA
Onsite

About The Position

The Benefits Technology Specialist is responsible for Benefits Administration system configuration, testing, ongoing service, annual renewal changes and presentation of the system to clients. The Benefits Technology Specialist partners with account service teams to support and exceed client expectations with the delivery of HUB’s benefits technology solutions.

Requirements

  • High School / GED required
  • 2-4 years related experience and/or training or equivalent combination of education & experience
  • Ability to effectively and professionally communicate orally and in writing with internal and external customers.
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
  • Ability to write reports, business correspondence, and procedure manuals.
  • Ability to effectively work with a team and coach others in developing their skills and abilities.
  • Confidence and demeanor to effectively interact with all levels within the organization.
  • Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.
  • Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
  • Strong knowledge of employee benefits products and services and how they are delivered to clients; knowledge of related legislation such as ACA, COBRA and HIPAA.
  • Proficiency with Microsoft Office Suite, advanced skills in Excel
  • Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
  • Desire to learn and grow within the insurance industry.

Nice To Haves

  • Bachelor’s degree preferred
  • Life & Health license preferred
  • Project Management software and Database software preferred

Responsibilities

  • Configures and maintains HUB preferred Benefits Administration system for qualified clients based on client provided requirements.
  • Tests new and existing system functionality to ensure accuracy of client system configuration with integration, regression and acceptance test plans.
  • Ensures all services are implemented according to established project plans and all client deliverables meet quality standards.
  • Updates systems as requirements change each plan year or as needed throughout the plan year (this includes benefit class matrix, requirements document, rates, permissions, field options, site text).
  • Builds and maintain Electronic Data Interchange (EDI) files as deemed appropriate, to meet business objectives.
  • Trains clients and internal account service team on the use of system and provides demonstrations as needed.
  • Works with Employee Benefits producers to present HUB preferred Benefits Administration system to qualified clients and prospects.
  • Maintains thorough understanding of all internal systems to respond to general and specialized client requests.
  • Verifies technical reference information, including user guides, training manuals, and system requirements are compliant, accurate and up-to-date.
  • Assists clients with Affordable Care Act Reporting.
  • Maintains regular interactions with clients to develop client relationship as well as advise of new product and service offerings and obtain feedback on performance.
  • Provides resolution of client issues by researching and responding to questions and concerns about the use of HUB International products.
  • Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
  • Makes appropriate recommendations to clients in response to those changes; Attends industry related continuing education training and courses.
  • 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.
  • Performs other duties and projects as assigned.

Benefits

  • health/dental/vision/life/disability insurance
  • FSA
  • HSA
  • 401(k) accounts
  • paid-time-off benefits
  • eligible bonuses
  • equity
  • commissions for some positions
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