Hybrid Senior Employee Benefits Account Manager

at HUB International

• Job title: Senior Employee Benefits Account Manager
• Job type: Full Time
• Experience level: Senior
• Salary: Not specified
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Covington, United States

About the role

• Employee Benefits Senior Account Manager at HUB International assisting Producer with daily business operations. Bridging gap between Producer and service team for client needs and policy issues.

Responsibilities

• An Employee Benefits Senior Account Manager assists the Producer in the day-to-day needs of the business
• 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
• Ensures team is following timeline
• 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

Requirements

• 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
• An earned Louisiana Life and Health license

Benefits

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Paid Parental Leave
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives