Hybrid Employee Benefits Account Manager

at HUB International

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

About the role

• Employee Benefits Account Manager assisting Producers with the day-to-day business operations while managing client relationship and service needs. Supporting employee benefit educational meetings and facilitating claims assistance.

Responsibilities

• An Employee Benefits 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
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• 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