Hybrid Account Representative, Employee Benefits

at HUB International

• Job title: Account Representative, Employee Benefits
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: $68,640 - $75,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, San Diego, United States

About the role

• Employee Benefits Account Representative providing critical support and managing accounts in the insurance industry. Collaborate with teams to maintain client relationships and provide innovative solutions.

Responsibilities

• Provide critical support to customers through account management, claims management, and day-to-day client oversight
• Work collaboratively with the Producer and Account Team managing a book of business
• Coordinates and provide day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, and understanding client needs
• Serves as day-to-day contact and provides resolution for client questions and issues
• Manages claims and coverage issue resolution for clients’ employees
• Develops open enrollment presentations in Microsoft PowerPoint software and conducts benefits webinars for employees and HR Managers
• Creates employee benefit booklets using Microsoft PowerPoint and Microsoft Publisher software
• Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices
• Participates in and supports new carrier, plan or vendor implementation including benefits administration system build-out and project management
• Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents
• Prepares master group files, client contact sheet, and maintains carrier files
• Supports the Account Executive in execution of the client strategy

Requirements

• Bachelor’s degree preferred
• 2 - 4 years of related experience working as an Account Manager, Account Representative and/or a Benefits Analyst in the employee benefits arena (equivalent combination of education and experience is acceptable)
• Must hold a valid CA Life Agent license or will obtain
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
• Ability to write routine reports and correspondence
• Ability to speak effectively before groups of customers or employees of organization
• Bilingual in English and Spanish a big plus
• Proficient in Microsoft Office including Excel, Word and Power Point
• Knowledge of Project Management software and database software is preferred

Benefits

• health/dental/vision/life/disability insurance
• FSA
• HSA
• 401(k) accounts
• paid-time-off benefits
• eligible bonuses and commissions for full-time positions (30 hours or more)