Account Manager II, Employee Benefits

About HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. HUB International Limited is one of the world\'s largest insurance brokers, focused on providing customers with peace of mind through advocacy and tailored insurance solutions that put clients in control. Our growing team across North America represents entrepreneurs and leaders recognized for excellence in the insurance community.

The Opportunity

The Employee Benefits Account Management team provides critical support to clients through day-to-day program oversight, client advocacy and systems management to effectively manage health and welfare programs. The Account Manager II acts with a high degree of independent discretion, autonomy, and decision-making in managing a book of business. The Account Manager II facilitates positive and effective relationships with sales and / or account team colleagues.

Duties & Responsibilities

• Managing all aspects of the account-service process.
• Works closely with Producers and HUB personnel on client service, marketing, and renewal while adhering to HUB\'s best practices and standard procedures.
• Acquires understanding of clients’ business and insurance objectives; analyzes and compares insurance plans to determine suitability.
• Establishes and maintains strong business relationships with clients and insurance carriers.
• Serve as client point of contact for day-to-day eligibility, claims, billing and benefit administration inquiries; acts as liaison between clients and insurance carriers to resolve service issues.
• Maintains accurate and organized account files by documenting conversations and updating HUB systems; ensures data accuracy.
• Keeps knowledge up-to-date on changes in the insurance industry and related external conditions; makes appropriate recommendations to clients; attends continuing education training and courses.
• Update open enrollment packets including benefits and rates for all lines of coverage, COBRA administration forms, plan documents and summary plan descriptions; annual updates and 5500 filings as applicable.
• Submit BOR letters to carriers and follow up to obtain contracts, current renewals and current benefit descriptions.
• Marketing to carriers; preparing quotes and proposals.
• Assist clients with billing issues including auditing and reconciliation.
• Gather data and prepare / conduct presentations (Renewal / OE / Post Renewal Debrief).
• Lead implementation of new and renewal plans or programs.
• Inform clients of other HUB resources, carrier / vendor offerings and industry trends.
• Prepare and / or peer review EB Disclosure; deliver if applicable.
• Obtain post-enrollment numbers for each plan and prepare annual notices as required.
• Facilitate Ben Admin / HRIS System updates (Ease, ADP, Paylocity, etc.).
• Set-up HR Advocacy Tool, Legal Compliance Resources and Wellness value adds.
• Review contracts, line-by-line, for accuracy.
• Participate in carrier / vendor program implementations and initiate payments to vendors.
• Partner with producers to develop and implement clients\' benefits strategies; including designing programs based on objectives, financial analysis, plan assessment, benchmarking and funding alternatives.
• Provide training as a subject-matter-expert to other Client Services team members; support, mentor and train other staff.
• Oversee functions performed by less experienced Account Managers and Assistant Account Managers as required.
• Performs other duties and projects as assigned.

Qualifications

Knowledge / Skills / Abilities

Working Conditions and Physical Demands

Additional Information

Apply online to take the next step toward a future with a diverse, challenging work environment and career satisfaction. HUB International 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 law. EEO statements and related information are provided as required.

Department : Account Management & Service

Required Experience : 5-7 years of relevant experience

Required Travel : No Travel Required

Required Education : Diploma

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