Employee Benefits Account Advisor
About Hub International
HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits brokers, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
Summary
We're looking for dynamic Account Advisor with a proven ability to solve complex problems and who are hungry for growth, change and strive for excellence. The ideal Account Advisor is highly strategic, diverse in capabilities and interest. In this role, you will have ownership over the planning, project management, creation, and maintenance of the client relationship and the solutions need to enhance and optimize client success and workforce readiness. You will manage all aspects of the client engagement process to ensure it is telling a story that aligns with the financial goals of employers, employees, and our company.
Essential Duties And Responsibilities
- Managing the needs and expectations of the client in a proactive manner
- Managing the renewal process
- Create and preserve client online enrollment and communications websites with regards to plan designs, plan specific eligibility rules, employer specific rules, class structure, rates, payroll deductions, enrollment rules, EDI feed setup, and system auditing and testing
- Educating support team to ensure correct and efficient administration of the benefit offerings
- Travel to client locations to facilitate educational meetings to explain benefit offerings, provide consistent new hire messaging and provide open enrollment assistance and coordinating with Benefit teams to ensure proper coverage for required education meetings and enrollments
- Designs and produces materials for client presentations and meetings
- Keeps client appraised of compliance issues and changes that may affect the clients’ benefits
- Responds to client inquiries and maintain documentation of issues and resolutions and provide ongoing support to the client
- Analyze and interpret claims experience to the client to indicate issues and determine ways to circumvent and mitigate the risk
- Participate and facilitate finalist presentations and conduct site tours for prospective clients
- Sending requests for proposals to carriers
- Analyzing carrier proposals and negotiating a program renewal business
- Preparation of spreadsheets of recommended plan designs and rates
Requirements
- High School Diploma with 5-7 years successful benefits related experience, or equivalent combination of education and experience
- Must have organizational and problem-solving skills; have excellent client relationship; possess strong customer service orientation skills and be results driven
- Must possess a high level of integrity and dependability
- Must have knowledge of employee benefits options and possess appropriate insurance licensing
- Experience with MS Office with intermediate/advanced skills with MS Excel, or equivalent programs, and a working knowledge of employee benefits administration software applications
- Must be able to obtain insurance license
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: Negligible
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. E-Verify Program
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HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.