Employee Benefits Account Manager

HUB International•Fort Worth, TX

31d•Hybrid

About The Position

About HUB International HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 650 offices and over 22,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients. Why Choose HUB? Throughout our network we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We are the perfect fit if you: • are seeking a progressive work environment at a rapidly growing organization • have a desire to help others protect their future • have an entrepreneurial spirit and are challenged by the opportunity to grow the business • are focused on learning and development to enhance your industry knowledge and expertise • are a self-starter willing to invest time and energy to learn the technical aspects of our business • believe in integrity and building success by developing relationships with others

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
2-5 years of relevant experience
High school or equivalent

Nice To Haves

Bachelor’s degree preferred
Experience with Agency Management systems preferred

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