Hilb Group

Consultant

• Develop and execute client benefit strategies; advise clients on all areas of compliance
• Assist in preparing requests for proposals and renewals of benefit coverage
• Provide client utilization and monthly financial reporting to clients with analysis of activity and large claim detail
• Partner with Producers to lead client meetings and presentations, and onboard new clients
• Delegate tasks, training, and onboarding as appropriate
• Participate in market meetings, client functions, industry seminars and training programs as directed
• Maintain knowledge of benchmarking, reporting & analytics, compliance, and regulations in the benefits arena
• Perform miscellaneous duties and projects
• Define and execute strategies to maintain ACA compliance and expanded benefit consulting services for clients
• Develop annual planning calendar for book of business
• Partner with Benefit Carriers to develop strategies and services to drive participant goals and ensure compliance with overall plan guideline and regulations
• Provide direction on client messaging strategy and media, and review client employee benefits related communications content
• Assist clients with inbound support related to short & long term benefits investment strategy, plan design, rates, and open enrollment tools
• Actively participate in client strategy discussions and provide strategic analysis and consulting expertise for clients’ benefit programs
• Manage client benefits program implementation and the annual client benefits renewal process
• Manage and facilitate client escalations for your clients
• Participate in and assist in oversite of compliance (1094/1095, PCORI, etc.), wellness and DOL audits for assigned clients
• Some travel required, including overnight travel
• Must be willing to conduct meetings after hours, as requested by clients

Operations

• Assist in the coordination and execution of various administrative tasks to support the day-to-day operations of the HR Consulting Practice
• Answer and manage the main line, schedule meetings, and perform various administrative tasks to support the HR Consulting Practice
• Respond to client inquiries sent to the main HRC email promptly and professionally, always ensuring exceptional customer service
• Prepare, review, and compose correspondence to internal and external clients
• Under the direction of the leadership team, draft, review, and enhance Standard Operating Procedures (SOPs), identifying opportunities for improvement
• Additionally, maintain and update the SOP spreadsheet, ensuring all documents are accurate and current
• Collaborate with team members to implement process enhancements and streamline operations
• Assist the Content and Partnership Manager in coordinating internal lunch and learns and external client-facing webinars, following up with any action items and communications
• Assist Operations and Implementation Associate in preparing, QC’ing and sending follow up emails to attendees joining our educational webinars
• Works closely with the Operations and Implementation Associate and serves as backup as needed
• Manage the renewal process for Virtual HR clients and related products/services, ensuring timely execution and completion of tasks by all team members
• Provide staff access to Harvest projects and updates on project hours and invoice payments
• Review open projects in Harvest, notifying leadership of any projects exceeding or close to exceeding hours
• Ensure all client information and billing is accurate in Harvest, BenefitPoint and AMS360, creating service agreements and posting billing for all new projects, ensuring all data-integrity across the platforms
• Process and generate accurate and timely invoices in AMS360 for clients based on contractual terms and agreements
• Follow Hilb Group I HRC collection standards, by pulling aging reports and working with Operations Manager to review and notify clients, keeping detailed notes on all communication
• Escalate any past due amounts exceeding 30 days to National HR Consulting Leadership Team for their immediate attention
• Reconcile and process vendor invoices, researching and resolving any discrepancies
• Prepare monthly and quarterly reports to reconcile and ensure all transactions are accurately captured and processed in Harvest, BenefitPoint and AMS360
• Respond to client billing and invoicing inquiries in a timely manner, involving the Operations Manager and leadership when needed
• Ensure compliance with company policies, and client-specific requirements.

Operations Support Associate

Account Manager

• Handle a dedicated book of business
• Respond to client inquiries via phone, email, or in-person regarding policies, coverages, billing, and claims
• Process policy changes, endorsements, cancellations, and renewals accurately and promptly
• Provide quotes/remarket existing policies when appropriate
• Build and maintain strong client relationships through professional, friendly service
• Review coverage and policy details with clients to ensure proper protection
• Identify cross-sell opportunities and refer to producers
• Maintain accurate and organized client records within the agency management system
• Assist with policy renewals by reviewing accounts for coverage needs.

Commercial Lines Account Manager

• Conduct on-site insurance loss control inspections and risk evaluations for commercial clients
• Identify building construction types, hazards, occupancy risks, and exposures related to Property, Inland Marine, General Liability, Commercial Auto Liability, and Workers’ Compensation
• Observe, photograph, and measure facilities and equipment, documenting all findings in professional underwriting or safety reports
• Perform safety audits and jobsite inspections in compliance with OSHA, NFPA, and state regulations
• Provide clients with guidance on safety programs, emergency response plans, and OSHA-compliant workplace policies
• Review maintenance records, loss history, and safety programs to identify trends and make actionable recommendations
• Communicate findings with underwriters, producers, and client leadership teams in written reports and consultation meetings
• Travel within a defined territory; some overnight travel may be required.

Loss Control Consultant

Client Services Representative

• Processes client new hires, terminations and change forms
• Processes employee enrollments, renewals, changes, and terminations for medical, dental, vision, life, disability, and other benefits programs
• Maintain/Update QC sheets
• Process reconciliation from Reconciliation team 401(k), 403(b) Retirement Contribution report processing and tracking
• Assists in data entry and maintenance of client employee information as instructed by the Client Account Managers
• Utilize internal tracking system to retrieve work in priority order
• Enter work into internal tracking system
• Maintain regular and punctual attendance
• Continues to educate oneself on new aspects and areas of benefits and payroll
• Performs general administrative support for Client Services department as needed
• Back-up for answering HRK main number
• Works on special projects as is needed
• Willing and flexible to help with any urgent issues that happen to arise at the company, even if they are outside the immediate scope of the role
• Work overtime as necessary

Consultant

Operations Support Associate

Commercial Lines Account Manager

Loss Control Consultant

Client Support Coordinator