Senior Account Manager, Employee Benefits

Hub International•Kansas City, MO

About The Position

Primary Role: The Senior Employee Benefits Account Manager works collaboratively with the Producer and Account Executive managing 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. Duties and Responsibilities: Collaborates on delivering multi-year strategic plan. Manages projects in concert with the client including, but not limited to, all vendor implementation. Provides benchmarking reports to client (annually, quarterly or monthly) Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs 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. Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices. Creates employee benefit booklets If there is no Account Executive on the team, develops open enrollment presentations and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers. 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 BenefitPoint. Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents. Facilitates 5500 preparation. Prepares master group files, client contact sheet, and maintains carrier files. If there is no Plan Analyst or an Assistant Plan Analyst on the team, handles Renewal Prep through BenefitPoint and Spreadsheets If there is no Plan Analyst or an Assistant Plan Analyst on the team, assists in the RFP process as needed, such as proposal development including preparing census, entering and updating pivotal information as needed, on-line quoting, and Marketing a group when requested Provide mentorship with Account Administrators/Assistant Plan Analysts where applicable Coordinates client contact changes with Producer/Account Executive Must follow HUB Broker Standards

Requirements

Minimum High School Diploma; Bachelor's degree preferred.
At least 5-7 years of related experience working as an Account Manager or Account Representative in the employee benefits arena (equivalent combination of education and experience is acceptable).
Client facing experience required
L&H License required or able to obtain within 120 days from hire
Must hold a valid Driver's License
Dependable transportation
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to write routine reports and correspondence.
Ability to speak effectively customers and teammates.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (Benefit Point) for premium efficiency with your team.

Nice To Haves

Bilingual in English and Spanish a big plus.

Responsibilities

Collaborates on delivering multi-year strategic plan.
Manages projects in concert with the client including, but not limited to, all vendor implementation.
Provides benchmarking reports to client (annually, quarterly or monthly)
Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs
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.
Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices.
Creates employee benefit booklets
If there is no Account Executive on the team, develops open enrollment presentations and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers.
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 BenefitPoint.
Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents.
Facilitates 5500 preparation.
Prepares master group files, client contact sheet, and maintains carrier files.
If there is no Plan Analyst or an Assistant Plan Analyst on the team, handles Renewal Prep through BenefitPoint and Spreadsheets
If there is no Plan Analyst or an Assistant Plan Analyst on the team, assists in the RFP process as needed, such as proposal development including preparing census, entering and updating pivotal information as needed, on-line quoting, and Marketing a group when requested
Provide mentorship with Account Administrators/Assistant Plan Analysts where applicable
Coordinates client contact changes with Producer/Account Executive
Must follow HUB Broker Standards