Client Advocate

Hub International Insurance•Dallas, TX

13d

About The Position

HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity. Purpose of Position: Support Account Manager(s) and Account Executives in the capacity of a Client Advocate by utilizing Benefit Connector, a benefits administration software. Reporting Relationship: Report directly to Manager of Client Advocacy.

Requirements

Prefer two to three years office administration experience or 1 year experience and one year education in office administration or equivalent
Group I Life & Health Insurance license required (or obtained within 90 days of employment).
Must have or learn an above average knowledge of the Group Benefits business. Should be able to read coverage certificates, understand their content and have a basic working knowledge of different lines of coverage
Computer and office equipment experience: Word-processing Software (Word) Spreadsheet (Excel) PowerPoint General office equipment
Good data entry skills: typing 45 wpm; word-processing; spreadsheet data entry
Must be attentive to detail; produce accurate work; dependable; able to handle multiple tasks
Excellent interpersonal and communication skills (oral and written). Compose correspondence (letters, memos, reports, etc.) and proofread
Good communication skills with ability to speak to clients clearly and distinctly with appropriate pauses, emphasis and correct pronunciation
Display team and customer service attitude
Ability to apply commonsense understanding to carry out detailed but uninvolved written or oral instructions
Must obtain Group I License

Nice To Haves

Prefer knowledge of group life and health insurance products and policy servicing
Knowledge of using File Zilla or some other form of FTP software is a plus.

Responsibilities

Gain knowledge of Benefit Connector, a benefits administration software, to assist our clients with employees, enrolling new hires, process updates, and submit data to carriers in a time sensitive.
Coordinate with the Account Mangers to provide benefits administration and support to the Client Human Resource staff for eligibility and enrollment.
Be proficient in the creating new accounts, revisions to current accounts, as well as updating of client records.
Collaborate with the Benefit Connector programmers to complete site builds for new clients as well as renewals.
Assist clients as well as HUB team during Annual Open Enrollment, acquisition enrollment, etc.
Provide additional support during open enrollment and be responsible for collecting elections, reviewing the data once processed, and submitting data to carriers for processing prior to the policy effective date.
Manage a block of business on Benefit Connector as you assist Client Human Resource staff with any system issues, questions that arise and system training needed for assigned clients.
Create file feeds to submit to carriers through SFTP / FTP sites. Knowledge of using File Zilla or some other form of FTP software is a plus.
Interact with client representative or with employees of client as needed. Interaction may include immediate resolution or escalated to an Account Manager or Account Executive for resolution.
Ability to work on various spreadsheets and have full knowledge of Microsoft applications, like Outlook, Excel, PowerPoint, etc.
Communication in a professional manner is very important, as communicating with the clients, prospective clients, internal HUB team members, insurance carriers, TPAs, etc. is critical.
Keep apprised of changes in state/federal laws and legislation and keep clients informed and in compliance.
Special projects as designated for Account Managers or Account Executives. Approval must be obtained before utilizing Client Advocate for special projects from the Manager of Client Advocacy.