Employee Benefits Account Manager
HUB International•Metairie, LA
•Onsite
About The Position
An Employee Benefits Account Manager assists the Producer in the day-to-day needs of the business. This position bridges the gap from the typical functions of a Producer and the service team.
Requirements
- Skilled in Microsoft Office products with emphasis on Excel and PowerPoint.
- An earned Louisiana Life and Health license.
- 2-5 years of relevant experience
Nice To Haves
- College degree preferred.
- A working knowledge of employee benefit plans, understanding HMOs, PPOs, HSAs, indemnity plans, as well as ancillary coverage such as life, disability, dental and voluntary insurances is preferred.
- Previous experience in benefits, finance or human resources preferred.
Responsibilities
- Utilizes the planning calendar and renewal timeline to ensure the following items are handled timely: census requests, client follow up, carrier follow up, sending RFP’s, preparing presentations, and other items as necessary.
- In coordination with the Producer, prepares spreadsheets, PowerPoints, and contribution scenarios to display and communicate appropriate information for presentation to client and employees based on Producers’ recommendations and requests.
- Checks all work for accuracy. Questions validity of presentation content and ensures data/information is appropriate, logical and organized.
- Develops and/or assists Communications with Benefit Summaries.
- Assists clients with escalated claims, billing, and/or policy issues.
- Documents all in Benefit Point.
- Analyze and research of ongoing plan evaluations.
- Reviews all client renewals with the Producer to check for appropriateness and assists in the recommendation process.
- Attends client meetings with the Producer to establish a working relationship with the client.
- Conducts employee benefit educational meetings for clients.
- Under the direction of the Producer, ensures that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption.
- Communicates and documents major issues and changes.
- Stays on top on “next steps”.
- Ensures that submission and all applicable documents are processed accurately and timely.
- Understands and stays abreast of changes in employee benefits, including plan designs, available riders, legislation, and emerging trends. Shares this knowledge with clients and others at HUB.
- Attends training opportunities, reads and shares industry knowledge, regularly participates in coursework to either earn or maintain professional designations.
- Keeps team informed and communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work.
- Positively influences the team members; using the HUB Fundamental 5Values, offers encouragement and praise, promotes engagement, and builds good working relationships.
- Ensures team is following timeline.
- Acts as client’s advocate with carriers and vendors. Always has client’s best interest at heart.
- In coordination with the Internal Service Representative, updates and maintains the following: Documentation of renewal plan information in Agencyware (Internal database system); client files as changes are implemented; spreadsheet templates, policy digests and hospital grids.
- Acts as mentor for ISR. Assists in their growth and development through constant communication and instruction.
Benefits
- Competitive salaries and benefits offerings
- Medical/dental/vision insurance and voluntary insurance options
- Health Savings Account funding
- 401k matching program
- Company paid Life and Short-Term Disability Plans
- Supplemental Life and Long-Term Disability Options
- Comprehensive Wellness Program
- Paid Parental Leave
- Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
- Great work/life balance
- Focus on creating a meaningful environment through employee engagement events
- The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
- Growth potential - HUB is constantly growing and so can your career!
- A rewarding career that helps local businesses in the community
- Strong community support and involvement through HUB Gives
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
