Jobs · Marketing · North Carolina

Employee Benefits Marketing Specialist

HUB International · Charlotte, NC · 1 wk ago
MarketingFull-time

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

The Employee Benefits Marketing Specialist (EBMS) is an analytical and administrative position responsible for the end-to-end project management of Group Health benefit renewals for an assigned block of clients. The EBMS ensures that all renewals are completed on time, accurately and completely. Renewal tasks include gathering and managing all of the necessary information to build, analyze and present the renewal including Eligibility Audits, Risk Assessment Questionnaires (RAQs), EE censuses, and obtaining the quotes from various insurance carriers. The EBMS analyzes the carrier quotes and creates presentations that clearly displays the renewal data, in turn, uses this data to create the renewal presentation materials for the Account Executive (AE). Once the renewal decision is made, the EBMS gathers the benefit information including benefit summary information and enrollment forms for the client’s employees to make their election decisions. The EBMS supports medical quoting for prospective clients through the Sales Department and any following enrollments. The EBMS ensures a smooth transition from the renewal process to the client service department for ongoing service.

Essential Duties And Responsibilities

  • Managing the end-to-end annual Group Health benefits renewal process for an assigned block of clients
  • Requesting and managing the RFP and quote process with the various insurance carriers
  • Creating and managing spreadsheets to effectively display and communicate the quote information received from the various insurance carriers
  • Working with their aligned Account Executives (AE) to create a recommendation plan to present to clients
  • Creating and managing all proposals for the AE to present to our clients
  • Aiding the AE with the underwriting process including working with the various insurance carriers and clients
  • Aiding the Sales Representatives with medical quoting, enrollment and takeover paperwork
  • Creating “Benefits User Guides” (BUG) brochures that summarize the clients’ renewal decisions
  • Maintains organized filing systems
  • Ordering and preparing insurance carrier documentation including enrollment materials and provider booklets

Requirements

  • 1-3 years of experience in employee benefits including a strong knowledge of employee benefit plans, ancillary coverages, and current legislation
  • Highly organized, technical and analytical skills
  • Ability to operate independently and in a team setting
  • Client service mentality with active listening skills and able to effectively communicate with clients, team members, and management
  • Very comfortable with typical business technology including voicemail, e-mail, word processing, spreadsheets, and presentation software
  • Proficient with using Microsoft Office products especially Excel, Outlook, and Publisher
  • Must also be comfortable with Adobe Acrobat Standard
  • Excellent written and verbal communication skills
  • Bachelor’s degree from an accredited university preferred; High School Diploma required
  • Travel negligible. Must be willing to travel within the Carolinas.
  • Must have or be willing to obtain a NC/SC Life and Health Insurance License within 60 days of employment.

Department

Account Management & Service

Required Experience

  • 1-2 years of relevant experience

Required Travel

  • Negligible

Required Education

  • High school or equivalent

Equal Opportunity Employer

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.

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