Employee Benefits Account Manager

About the role

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

An Employee Benefits Account Manager assists the Producer in the day-to-day needs of the business. This position bridges the gap from the typical functions of a Producer and the service team.

Essential Duties and Responsibilities

• Utilizes the planning calendar and renewal timeline to ensure the following items are handled timely: census requests, client follow up, carrier follow up, sending RFP’s, preparing presentations, and other items as necessary.
• In coordination with the Producer, prepares spreadsheets, PowerPoints, and contribution scenarios to display and communicate appropriate information for presentation to client and employees based on Producers’ recommendations and requests. Checks all work for accuracy. Questions validity of presentation content and ensures data/information is appropriate, logical and organized.
• Develops and/or assists Communications with Benefit Summaries. Assists clients with escalated claims, billing, and/or policy issues. Documents all in Benefit Point.
• Analyze and research of ongoing plan evaluations. Reviews all client renewals with the Producer to check for appropriateness and assists in the recommendation process.
• Attends client meetings with the Producer to establish a working relationship with the client. Conducts employee benefit educational meetings for clients.
• Under the direction of the Producer, ensures that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption. Communicates and documents major issues and changes. Stays on top on “next steps”. Ensures that submission and all applicable documents are processed accurately and timely.
• Understands and stays abreast of changes in employee benefits, including plan designs, available riders, legislation, and emerging trends. Shares this knowledge with clients and others at HUB. Attends training opportunities, reads and shares industry knowledge, regularly participates in coursework to either earn or maintain professional designations.
• Keeps team informed and communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work. Positively influences the team members; using the HUB Fundamental 5Values, offers encouragement and praise, promotes engagement, and builds good working relationships.
• Acts as client’s advocate with carriers and vendors. Always has client’s best interest at heart.
• In coordination with the Internal Service Representative, updates and maintains the following: Documentation of renewal plan information in Agencyware (Internal database system); client files as changes are implemented; spreadsheet templates, policy digests and hospital grids.
• Acts as mentor for ISR. Assists in their growth and development through constant communication and instruction.

Experience Required

• Currently licensed in good standing in required lines and states.
• College degree preferred.
• A working knowledge of employee benefit plans, understanding HMOs, PPOs, HSAs, indemnity plans, as well as ancillary coverage such as life, disability, dental and voluntary insurances is preferred.
• Skilled in Microsoft Office products with emphasis on Excel and PowerPoint.
• Previous experience in benefits, finance or human resources preferred.

Department

Account Management & Service

Required Experience

• Experience: 2-5 years of relevant experience

Required Education

• Bachelor's degree (4-year degree)

Department

Account Management & Service