Account Coordinator

About the role

HUB International is a global insurance broker offering a wide range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. With over 650 offices in the United States, Canada, and Puerto Rico, and more than 20,000 employees, HUB supports individuals and businesses in evaluating and managing their risks and insurance needs. Our regional offices are dedicated to providing superior customer service and enhancing value for every client activity.

Responsibilities

• Responsible for the open enrollment closeout process.
• Responsible for updating open enrollment and special enrollment notes in Benefit Point.
• Completes post-enrollment discrepancy reports.
• Expert with carrier website enrollment process, rules, and eligibility.
• Expert user in BenAdmin system, including employee maintenance, data corrections, and report generation.
• Answers technology and eligibility inquiries from clients, employees, and vendors via phone and email within 5 business hours.
• Performs research and problem resolution of data issues using multiple systems, tools, and resources.
• Initiates and follows through with Account Executive and/or client on enrollment and eligibility-related inquiries.
• Maintains positive relationships both internally and externally.
• Maintains HUB Values including HIPPA Compliance.
• Ensures meeting turn-around times and Key Performance Indicators outlined for the role.

Qualifications

• Work experience: 1-2 years working for a carrier or brokerage firm preferred.
• Education: Bachelor's degree preferred.
• Knowledge and Skills: Strong verbal and written communication skills, analytical and problem-solving abilities, proficient in Microsoft Office – intermediate to expert user level preferred, excellent organizational skills, ability to work well under pressure with attention to detail, team-oriented self-starter with ability to prioritize, monitor, and control work flow deadlines and be flexible, detail oriented, sense of urgency, understanding of benefits & benefit terminology, proficient typing ability, high degree of independence and problem-solving skills, accurate completion of enrollment/changes which includes follow-up with carriers and team.
• Department: Account Management & Service Required Experience: 1-2 years of relevant experience.
• Required Travel: Negligible.