Employee Benefits Account Manager

HUB International•Fort Worth, TX

18d•Onsite

About The Position

The Employee Benefits Account Manager works collaboratively with the Team Leads, Producer, and Account Executive to manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships, and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.

Requirements

Bachelor’s degree preferred
3-5 years of related experience working as an Account Manager or Account Representative in the employee benefit arena (equivalent combination of education and experience is acceptable).
Knowledge of fully insured and self-funding plans
Client facing experience
L&H License required
Experience with Agency Management systems preferred
Proficiency using MS Excel

Nice To Haves

Teamwork – Supports all organizational departments in a collaborative effort for everyone to succeed.
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
Quality Management – Demonstrates attention to detail.
Project Management – Ability to lead and contribute team and adhere to deadlines

Responsibilities

Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs
Collaborates on delivering multi-year strategic plan
Manages projects in concert with the client including, but not limited to, all vendor implementation
Assists with generating benchmarking reports (annually, quarterly or monthly)
Manages claims and coverage issue resolution for clients’ employees when elevated from HR.
Provides assistance with clients’ billing and eligibility audits, and on occasion may conduct these audits for clients independently.
Advises and guides clients in compliance matters and sends monthly reports to client as needed
Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices, when not completed by Account Executive.
Creates employee benefit booklets, when not completed by Account Administrator.
Assists with open enrollment presentations and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers as needed.
Handles renewal and open enrollment material prep
Orders supplies from carriers, and reviews for accuracy
Manages new carrier, plan or vendor implementation including benefits administration system build-out and project management
Installs and regularly updates client specific data in Benefit Point
Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents.
Prepares master group files, client contact sheet, and maintains carrier files
Assists in the RFP process as needed, such as proposal development including preparing census, entering and updating pivotal information as needed
Coordinates client contact changes with Producer/Account Executive
Organizes client meetings with other team members
Attends industry related continuing education training and courses
Must follow HUB Broker Standards