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.

Duties and 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

Key Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:

• 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

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Experience and Education

• 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

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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