Account Manager II, Employee Benefits

About the role

HUB advises businesses and individuals on preparing for the unexpected. As one of the world's largest insurance brokers, our focus is on providing peace of mind through tailored insurance solutions.

Opportunity

The Employee Benefits Account Management provides critical support to clients through day-to-day program oversight, client advocacy, and systems management.

Duties & Responsibilities

• Manages all aspects of the account-service process.
• Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures.
• Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• Establishes and maintains strong business relationships with clients and insurance carriers.
• Serves as client point of contact for day-to-day eligibility, claims, billing and benefit administration inquiries; acts as liaison between clients and insurance carriers to resolve service issues.
• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
• Sets up HR Advocacy Tool, Legal Compliance Resources and Wellness value adds.
• Reviews contracts, line-by-line, for accuracy.
• Partners with producer(s) to develop and implement clients’ benefits strategies; including designing benefit programs based on client objectives, performing financial analysis, plan assessment, benchmarking, funding alternatives.
• Performs other duties and projects as assigned.

Qualifications

• High School Diploma / GED; College degree strongly preferred
• 3-5 years of benefit insurance related experience (brokage preferred) or equivalent combination of education & experience
• Life & Health License or willingness to obtain with 3 months

Skills & Abilities

• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Desire to learn and grow within the insurance industry.
• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
• Confidence and demeanor to effectively interact with all levels within the organization.
• Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs.
• Ability to effectively work with a team and coach others in developing their skills and abilities.
• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
• Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.
• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.
• Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.

Working Conditions & Physical Demands

• This position primarily involves remaining in a stationary position for the majority of the workday.
• The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

Why Choose HUB?

• Competitive, exciting and friendly work environment.
• Continuous opportunities for growth and development.
• Entrepreneurial culture fostering decision-making for customers and organization.
• Comprehensive benefit and total compensation packages.

Department

Account Management & Service

Required Experience

• 2-5 years of relevant experience

Required Travel

• No Travel Required

Required Education

• High school or equivalent

Benefits

• Health/dental/vision/life/disability insurance
• FSA, HSA and 401(k) accounts
• Paid-time-off benefits
• Eligible bonuses, equity and commissions for some positions