Voluntary Benefits Specialist

HUB International•Denver, CO

1d•$60,000 - $80,000•Hybrid

About The Position

Our team is growing, and we are looking for an Account Manager for our voluntary benefits team. In this role, you will support the Account Executive in servicing assigned book of benefits accounts, build and maintain client relationships, and provide customer service for assigned accounts. This includes handling daily emails and phone calls from clients, vendors, and other team members, and assisting clients with resolution of claims, billing, and other day-to-day service issues. You will also maintain electronic filing and required data in Benefit Point (agency management system), attend and present in client meetings and open enrollment meetings as needed, and prepare, print, and, in some cases, deliver communication material to clients. Additionally, you will review contracts, plan documents, and plan summaries for accuracy, prepare benchmark reporting, assist team members with preparation of compliance materials, including 5500s, wrap documents, and ACA reporting documents, and participate or assist in the new business process.

Requirements

2-5 years of Employee Benefits experience, preferably experience with voluntary benefits
High school diploma required
Proficiency in MS Office
Excellent written and oral communication skills
Excellent organizational and prioritization skills
High attention to detail essential
Life, Accident, and Health Insurance License (or ability to obtain within three months of employment)

Nice To Haves

college degree preferred
Client presentation experience preferred

Responsibilities

Support Account Executive in servicing assigned book of benefits accounts
Build and maintain client relationships
Provide customer service for assigned accounts, which includes handling daily emails and phone calls from clients, vendors, and other team members
Assist clients with resolution of claims, billing, and other day-to-day service issues
Maintain electronic filing and required data in Benefit Point (agency management system)
Attend and present in client meetings and open enrollment meetings as needed
Prepare, print, and, in some cases, deliver communication material to clients
Review contracts, plan documents, and plan summaries for accuracy
Prepare benchmark reporting
Assist team members with preparation of compliance materials, including 5500s, wrap documents, and ACA reporting documents
Participate or assist in the new business process