Primary Role:

The Employee Benefits Account Manager works collaboratively with the Producer, Account Executive and Account Administrator 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:

• 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.

• Provides benchmarking reports to client (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 if not handled or escalated by Account Administrator

• 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 Administrator.

• Creates employee benefit booklets, when not completed by Account Administrator.

• 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.

• Handles Renewal Prep

• 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 Administrator/Assistant Plan Analyst were applicable.

• Coordinates client contact changes with Producer/Account Executive

• Organizes client meetings with other team members.

• Makes sure the client is aware of the resources that HUB offers. 

• Attends industry related continuing education training and courses.

• Must follow HUB Broker Standards.

• Perform other duties as assigned by management.

Key Competencies:

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

• Team Work – 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.
• At least 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).
• Client facing experience preferred.
• L&H License required.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

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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