Account Manager - Voluntary Benefits

Job Responsibilities

• Marks voluntary benefit plans by explaining features and merits of options depending on client goals.
• Prepares new or renewal presentation material by obtaining quotes from carriers.
• Collaborates data and rates from carriers, including any plan design alternatives and commission changes.
• Reviews plan documents for completeness and accuracy.
• Coordinates the implementation of new plans and policies.
• Aids clients in creating communication material for clients and prospects.
• Trains clients on requirements for administering the plan; assists clients in setting up internal procedures as needed.
• Attends or conducts enrollment meetings and assists with new hire communication and open enrollment.
• Aids clients in obtaining complete employee enrollment on a timely basis and ensuring carrier receives all required information.
• Attends client meetings, documents all client meetings and phone calls regarding coverages and pertinent information.
• Aids clients in canceling and making any changes to their insurance coverage.
• Aids clients with claims matters.
• Answers client questions regarding procedural matters and plan provisions.
• Maintains awareness of product changes of carriers and in the industry.
• Provides administrative support to the Voluntary Benefits Department.
• Maintains active involvement with targeted professional, civic and charitable organizations to develop and nurture HUB Great Plains’ image.

Qualifications

• Bachelor’s degree from an accredited college or university preferred.
• 2 years of experience in benefits brokerage, insurance or employee benefits customer service, account administration, or a related field preferred.
• An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications.
• State life and health insurance license, or ability to obtain, required.
• Strong written and verbal communication skills, including the ability to write reports, business correspondence, and procedural documentation, and to effectively present information to clients and internal stakeholders.
• Comfortable interpreting business publications, professional journals, and regulatory materials.
• Strong mathematical skills, with the ability to calculate percentages, interest, commissions, and apply concepts from basic algebra and geometry.
• Ability to apply common-sense reasoning and follow instructions delivered in written, oral, or diagram form.
• Demonstrated problem-solving skills with the ability to assess information, develop alternatives, and implement effective solutions.
• Proficient with Microsoft Office applications; ability to adapt to new technologies and use them to improve processes.
• Strong organizational and planning skills; able to manage multiple tasks and deadlines with accuracy and efficiency.
• Proven ability to work independently, take initiative, and contribute to team success.
• High ethical standards and professionalism; committed to upholding organizational values and fostering an inclusive, respectful workplace.
• Customer-focused mindset with a commitment to high-quality service and continuous improvement.
• Believe in integrity and building success by developing relationships with others.

What Makes Us Different

Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most.

Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values: Entrepreneurship, Integrity, Teamwork, Accountability, and Service.

We Are The Perfect Fit: If you are seeking a progressive work environment at a rapidly growing organization, have an entrepreneurial spirit and are challenged by the opportunity to grow the business, are focused on learning and development to enhance your industry knowledge and expertise, are a self-starter willing to invest time and energy to learn the technical aspects of our business, believe in integrity and building success by developing relationships with others, and want to be part of a motivated, winning team.

What We Offer

• Rewards for top performers.
• Medical/dental/vision/life insurance.
• Paid Parental Leave.
• Health Savings Account.
• 401k matching program.
• Voluntary insurance options.
• Life and disability Plans.
• A work/life balance because that’s important for all of us.
• Opportunity to learn from the expertise of your coworkers.
• Growth - HUB is growing, and so can your career.
• Ability to be part of a motivated, winning team.
• Department Account Management & Service.