Employee Benefits Account Manager

Overview

The Employee Benefits Account Manager (AM) services and maintains accounts while providing professional and prompt support to our clients, carrier representatives, vendor partners, and HUB colleagues. The AM also works independently, as well as cooperatively, with Producers and the entire client team to deliver all HUB services to assigned clients throughout the policy cycle. This role plays a key part in positively impacting customer satisfaction and will support the organic growth goals of the organization – whether through account rounding, cross-selling, or support in the development of new business.

Responsibilities

• While acting as main, day to day point of contact for clients, responds both professionally and promptly to all inquiries.
• Supports the Account Executive in executing strategies, facilitating the renewal process, preparing materials / reports, ensuring internal systems are up to date (Benefit Point and BUS) and managing / coordinating client work across the account team.
• Acts as liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, for example eligibility, billing, policy interpretation, and contract review.
• Manages, organizes, and conducts client meetings when necessary.
• Manage carrier changes with the client and ensures all necessary documentation (paper or electronic) is completed accurately and timely.
• Key contributor of the critical path work for clients : Identify opportunities for cross-sell and up-sell of other HUB products and services.
• Oversees open enrollment assistance and communications.
• Manage new client or new line of coverage implementation.
• Stays abreast of changes in the insurance industry and other external conditions that may impact clients.
• Manage open items log - ensure outstanding items closed in timely manner.
• May travel for client meetings up to 25% of the time.

Requirements

Work Experience :

Education :

Qualifications :

Department : Account Management & Service

Required Experience : 2-5 years of relevant experience

Required Travel : Up to 25%

Required Education : High school or equivalent

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at http : / / www.dol.gov / ofccp / regs / compliance / posters / ofccpost.htm.

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