Employee Benefits Account Specialist

Hub International Insurance•Omaha, NE

1d•Onsite

About The Position

At HUB, we value education, innovation, and continuous learning, and we’re excited to support you on your career journey. As an Employee Benefits Account Specialist, you will be responsible for assisting the Strategic Account Executive in assigned areas to provide management, retention, support and service of day-to-day client needs. Under direct supervision, prepares bid specifications, presentation materials and employee communications. Works directly with specific client groups. 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. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 600+ offices across North America, Canada and Puerto Rico. Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most. Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities. Our Core Values: Entrepreneurship: We encourage innovation and educated risk-taking. Integrity: We do the right thing every time. Teamwork: We work together to maximize results. Accountability: We measure and take responsibility for outcomes. Service: We serve customers, communities and colleagues.

Requirements

Excellent verbal and written communication skills
Team player with a great attitude, self-motivation and the ability to work in a fast-paced environment
Strong communication, interpersonal, multi-tasking, and organizational skills
Must be thorough, detail-oriented and is responsible for working with confidential information
Ability to accommodate immediate requests, perform under short deadlines and coordinate multiple jobs
1-2 years of relevant experience
High school or equivalent education

Nice To Haves

Associate's degree or equivalent from an accredited college or technical school
Minimum one year of experience and/or training working with employee benefits

Responsibilities

With guidance and direction, prepares renewal information, which includes plan data, benefit plan invoices, census, renewal history, obtaining renewal rates from the carrier, including any alternates, ensures commission schedule is correct.
Under direct supervision, creates request for proposals, obtains proposals from alternate carriers, and prepares preliminary analysis of proposal results for Strategic Account Executive to review.
Prepares client renewal and bid result presentation.
Notifies renewing and bidding carriers of outcome.
Attends and participates in client meetings as requested, documenting all meetings and phone calls regarding coverages to ensure all members of the service team are informed of pertinent information such as carrier change considerations, significant group plan or participation changes, or any other client activity.
Works with clients and carriers to ensure new-hires are enrolled, status changes are processed and terminated employees are removed from appropriate policies.
Works with client and carrier to ensure the plan implementation and enrollment process for renewals and/or changing carriers is completed accurately and in a timely manner.
Reviews plan documents for completeness and accuracy and obtaining corrections from carrier as needed.
Audits commission revenue statements for each line of coverage to ensure proper payment is received.
Answers client questions regarding procedural matters, plan provisions, claims issues, billing issues and any other benefit related situations.
Conducts research as necessary and keeps Strategic Account Executive informed of pertinent information.
Sets up and maintains client data in internal databases by organizing plan information received from carriers and clients.
Ensures data is accurate and reflects current client information.
Develops appropriate communication material to be used in announcing and explaining plan changes, new plans, cost changes or carrier changes.
Assists with client employee education meetings.
Provides administrative guide and teaches client new requirements for administering the plan.
Assist clients in setting up new internal procedures as needed.
Continuously keep up-to-date on industry trends and best practices, and seek opportunities to implement them into existing policies and procedures when practical.
Follow policies and procedures as outlined in the company and departmental policy manuals.
Other duties may be assigned.