Account Manager, Employee Benefits

Duties And Responsibilities

• Manage HUB Utah’s new business onboarding workflow
• Coordinate and attend meetings with clients and carriers
• Afford assistance to insured members with insurance related questions
• Research and respond to client questions and requests
• Coordinate internal resources to address client projects and requests
• Keep all team members abreast of client projects and requests
• Keep open client projects and requests moving forward to find timely resolution
• Afford assistance with compliance-related research
• Create renewal analysis and create annual benefit guide documents
• Create carrier request for proposals, and client proposal in Perfect Quote software system
• Review annual Contracts, Certificates of Insurance, and Summary Plan Documents
• Afford assistance with paperwork for new and renewing business
• Onboard new business
• Respond timely to emails, messages, and other requests
• Maintain positive relationships both internally and externally
• Maintain HUB Values including HIPPA Compliance

Skills/Qualifications

• High school diploma/GED (college preferred)
• 2+ years of working in employee benefits
• Strong verbal and written communication skills
• Analytical and problem-solving abilities
• Proficient in Microsoft Office – intermediate 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 workflow 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

Required Experience

• 2-5 years of relevant experience

Required Travel

• No Travel Required

Required Education

• High school or equivalent

Department

Account Management & Service