Employee Benefits Account Manager

Hub International InsuranceEl Paso, TX
1d

About The Position

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. Primary Role: 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

  • 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
  • Bachelor’s degree preferred
  • 2+ 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).
  • Client facing experience
  • L&H License required
  • Proficiency using MS Excel

Nice To Haves

  • Knowledge of fully insured and self-funding plans 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
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