Employee Benefits Account Manager
HUB International · Oklahoma City, OK · 1 mo ago
Business DevelopmentFull-time
Primary Role
The Employee Benefits Account Manager works collaboratively with the Producer, Account Executive and Account Administrator managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.Duties And Responsibilities
- Manages routine client requests, builds and maintains client relationships, helps support client retention, maintains strong carrier relationships, and understands client needs
- Maintains projects in concert with the client including, but not limited to, all vendor implementation
- Serves as a point of contact for providing benchmarking reports to clients (annually, quarterly, or monthly)
- Manages claims and coverage issue resolution for clients’ employees when elevated from HR, understands when to escalate complex issues
- Provides assistance with clients’ billing and eligibility audits, and on occasion may conduct these audits for clients independently if not handled or escalated by Account Administrator
- Advises and guides clients in compliance matters and sends monthly reports to client as needed
- Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices, when not completed by Account Administrator
- Creates employee benefit booklets, when not completed by Account Administrator
- If there is no Senior Account Manager or Account Executive on the team, develops open enrollment presentations and conducts benefits presentations and/or records presentations for employees and HR Managers
- Orders supplies from carriers, and reviews for accuracy
- Manages new carrier, plan or vendor implementation including benefits administration system build-out and project management
- Installs and regularly updates client specific data in BenefitPoint
- Manages contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents
- Facilitates 5500 preparation
- Prepares master group files, client contact sheet, and maintains carrier files
- Handles Renewal Prep
- Aids in the RFP process as needed, such as proposal development including preparing census, entering and updating pivotal information as needed, on-line quoting, and Marketing a group when requested
- Provides mentorship with Account Administrator/Plan Analyst where applicable
- Coordinates client contact changes with Producer/Account Executive
- Organizes client meetings with other team members
- Makes sure the client is aware of the resources that HUB offers
- Attends industry related continuing education training and courses
Key Competencies
- Teamwork – Supports all organizational departments in a collaborative effort for everyone to succeed.
- Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
- Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
- Quality Management – Demonstrates attention to detail.
- Project Management – Ability to lead and contribute team and adhere to deadlines.
Qualification Requirements
- Experience And Education: Bachelor’s degree preferred, high school diploma or equivalent required. At least 3-5 years of related experience working as an Account Manager or Account Representative in the employee benefit arena (equivalent combination of education and experience is acceptable).
- Client facing experience required.
- L&H License required or must be able to obtain within 120 days of hire.
- Physical Requirements: While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds.
- Specific vision abilities required by this job include Close vision and Distance vision.
- Some travel required by car to meet with clients and other outside events.
- Other Requirements: Must hold a valid Driver’s License, dependable transportation, public speaking/language skills, ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals, ability to write routine reports and correspondence, ability to speak effectively customers and teammates, bilingual in English and Spanish a big plus.
- Math Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
- Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
- Computer Skills: Proficient in Microsoft Office including Excel, Word and Power Point; follows guidelines on working in BMS (BenefitPoint) for premium efficiency with their team.