Hilb Group

Executive Assistant

• Oversee the full lifecycle of carrier connections, including initial setup, ongoing maintenance, troubleshooting, and ensuring seamless data flows between Employee Navigator and insurance carriers
• Work with carriers to facilitate the onboarding process and ensure the carrier’s integration is fully functional within the Employee Navigator platform
• Act as the primary point of contact for troubleshooting carrier connection issues, working directly with internal teams and carriers to identify and resolve problems
• Work closely with internal stakeholders (product management, development, client success teams) to ensure that integrations meet business requirements and client needs
• Perform regular testing of carrier integrations to ensure they are up-to-date, accurate, and functioning as intended
• Identify and recommend improvements to integration processes, tools, and technologies to increase efficiency and accuracy
• Provide support to clients and carriers during the implementation of new carrier connections, offering guidance and answering integration-related questions.

Senior Client Placement Assistant

Enrollment Specialist

• Build and configure Open Enrollment and New Hire cases across systems
• Review case details (dates, carriers, products, platforms, licensing)
• Manage Microsoft Bookings, Teams chats, and Outlook calendar entries
• Maintain booking links, case communications, and platform access
• Partner with Account Managers, Implementation Managers, and internal teams
• Gather and validate requirements, timelines, and special considerations
• Communicate enrollment details to Benefit Counselors, including schedules, platforms and carriers, licensing/certification requirements, and compensation structure
• Determine staffing needs based on enrollment scope and requirements
• Assign counselors based on availability, experience, and utilization
• Maintain staffing trackers, backup plans, and availability schedules
• Finalize enrollment calendars
• Maintain case build checklists to ensure accuracy
• Confirm platform builds and counselor access
• Manage licensing and certification requirements (including LTC)
• Conduct final readiness checks prior to launch
• Monitor Teams chats and call center inboxes during enrollment
• Resolve access issues and missed appointments
• Track daily activity, premiums, and performance metrics
• Provide operational insights to leadership
• Generate reports on enrollment, staffing, and utilization
• Identify trends, risks, and opportunities for improvement
• Support compliance with regulatory requirements
• Transition Open Enrollment cases to New Hire status
• Update systems, calendars, and communications
• Ensure accurate case closeout and cleanup
• Support enrollment operations as directed by the Director of Enrollment Services

Account Manager

• Processes client’s payrolls (weekly, bi-weekly, semi-monthly and monthly) and in an accurate and timely fashion
• Maintains client folders, reviews, and verifies client new employee packets
• Works with clients to run special off cycle payrolls
• Promptly responds to client inquiries via telephone and email regarding payroll and benefits administration to answer and resolve any and all questions and concerns that arise and if need be, escalate questions to the Senior Client Account Manager or Manager of the Client Services Team
• Provides timely and accurate coordination of benefits plans to include enrollments, invoice reconciliation, terminations, Flex Benefits, COBRA compliance, and open enrollment notification
• Maintains the electronic files for our clients, on the firm’s internal hard drive
• Performs data entry and maintenance of all client information into ADP payroll systems including General Ledger and Paid Time Off
• Coordinates the entry of benefit administration data on carriers’ websites
• Ensures procedures are done in compliance with firms HIPPA policy
• Enter work into internal tracking system
• Coordinates with the Benefits Department on client benefits including open enrollments, renewals, changes, and terminations for benefits programs including medical, life, dental, disability, and 401k
• Prepares various payroll, benefits, and other reports as requested
• Continues to educate oneself on new aspects and areas of compliance in payroll, benefits and human resources as the opportunity arises
• Work on special projects for clients if needed

Client Account Manager

• Serve as the operational lead for each client’s renewal cycle, ensuring all activities are completed proactively, accurately, and on schedule
• Collaborate with brokers to assess client trends, identify issues, and surface opportunities for enhanced solutions or cross‑selling
• Partner with benefits analysts to market renewals, evaluate carrier options, and prepare polished, accurate proposals
• Review proposals thoroughly, ensuring all information is correct and presented clearly
• Assist in preparing materials and summaries for renewal meetings and support brokers during delivery
• Communicate updates, recommendations, and next steps clearly to clients
• Confirm renewal decisions and ensure all necessary documentation is accurately submitted to carriers
• Complete all renewal close‑out tasks within established timelines or inform team lead of any roadblocks or delays
• Maintain complete and accurate client data in BenefitPoint, ImageRight, SharePoint, and as applicable, Employee Navigator or other Benefit Technology
• Document all activity thoroughly to ensure transparency and continuity for the entire team
• Manage open enrollment workflows, recertifications, and other client deliverables in a timely and organized manner
• Support ongoing process improvements and standardization to drive efficiency
• Serve as the first point of contact for day‑to‑day client service needs, including eligibility questions, enrollment changes, claims resolution, and benefit inquiries
• Troubleshoot issues efficiently and escalate when necessary
• Provide warm, professional, responsive communication to employers, employees, carriers, and internal stakeholders
• Ensure all client-facing communication is clear, accurate, and timely
• Maintain strong working relationships with brokers, analysts, national practice teams, and carriers
• Communicate proactively to keep all stakeholders aligned and projects moving forward
• Ensure clients receive information about compliance resources, HR support, Medicare guidance, and webinars available through the national practice teams
• Participate in team discussions, best-practice sharing, and collective problem‑solving
• Proactive mindset: Anticipates needs and identifies issues before they escalate
• Ownership mentality: Takes responsibility for the client lifecycle and internal workflows
• Organizational excellence: Maintains structure, prioritization, accuracy, and documentation
• Client‑first orientation: Demonstrates empathy, responsiveness, and consistent follow‑through
• Deadline discipline: Balances multiple timelines without sacrificing quality
• Collaborative communication: Shares information clearly; contributes positively to team culture
• Adaptability: Operates effectively in a fast-paced, deadline-driven environment.

Benefits Account Manager

• Schedule, confirm and manage appointments for benefit counselors
• Coordinate daily schedule to maximize efficiency and accommodate client needs
• Answer incoming phone calls, emails and inquiries in a timely & professional manner
• Provide outstanding customer service by assisting clients with scheduling questions and general benefit enrollment information
• Work closely with benefit counselors to ensure accurate scheduling and communication to client
• Maintain accurate client records and appointment documentation
• Reschedule appointments as needed
• Follow up with clients regarding appointment reminders and employee notices
• Assist with administrative tasks including data entry and report preparation
• Maintain confidentiality of client information in accordance with company policies & applicable regulations
• Support the benefit team with special projects and other administrative duties as assigned

Compliance

• Represent and protect Hilb in the drafting and negotiation of various types of agreements with Hilb’s employee benefits clients
• The Contracts Manager works with Sales, Service, Operations, Finance, Compliance, and Legal to reach the desired business goals of Hilb, while managing the firm’s risk
• You will be responsible for successfully completing the drafting, negotiation, and execution of client agreements for Hilb’s Employee Benefits platform
• Serve as the fact of Hilb and providing one of the first customer experiences for new clients
• Oversee the preparation and filing of Forms 5500 and plan documents on behalf of Hilb clients
• Participate as a Team member in a fast-paced, growing sales environment open to continuous improvement

Contract & Compliance Specialist

Risk

• Serve as the primary point of contact for all client claim matters
• Provide claim reporting guidance, oversight, and ongoing monitoring
• Conduct formal claim reviews and deliver stewardship reports
• Coordinate litigation strategy and defense counsel relationships
• Advocate on behalf of clients to ensure timely and equitable claim resolution
• Perform on-site risk assessments and loss control inspections
• Identify exposures and develop customized risk control programs
• Analyze experience modification factors and forecast trends
• Support OSHA compliance, ergonomics, and safety initiatives
• Evaluate incident data and perform loss trend analysis to reduce frequency and severity
• Deliver in-person and virtual training sessions for client employees
• Provide access to and guidance on safety and compliance training resources
• Develop and implement customized safety programs and policies
• Track training completion and support compliance requirements
• Build strong, consultative relationships with key client stakeholders
• Act as a strategic partner focused on continuous improvement year-over-year
• Provide benchmarking insights and customized reporting
• Collaborate with internal service teams to deliver integrated solutions across claims, risk control, and training

Claims Advocate, Risk Control Specialist

• Proactively manage an assigned book of business acting as the primary client relationship manager with responsibility for overall account servicing and maintenance
• Handle inquiries regarding insurance coverages, policy changes and general insurance questions as related to lines of business
• Handle billing, service and endorsement requests and process necessary paperwork associated with requested
• Act as liaison between customer and carrier working closely with both to ensure a mutually beneficial relationship
• Handle renewal/expiration list for assigned book of business, reviewing loss information, obtaining updated information, renewal applications, and negotiating renewal pricing when necessary
• Maintain knowledge of all company systems and offerings

Account Management Assistant

• Be main conduit of communication to insured and handle day-to-day correspondence with client (email, phone) for commercial accounts
• Use discretion and judgement to interpret policy language and communicate changes in coverage to the insured
• Act as the relationship builder with the account
• Communicate with carriers and insured to respond to their questions and/or issues
• Investigate audit discrepancies and explain them to insured and/or producer
• Understand the insured’s business/operations
• Process policy changes as directed by producer or insured
• Review endorsement documents issued by carrier for accuracy and forward to insured
• Communicate risk control recommendations from carrier to the insured, follow-up with insured on completion and update carrier
• Update producer as necessary, but minimally at renewal time
• Take responsibility for managing all aspects of the policy renewal process and communicate the requirements to both the insured and producer
• Prepare renewal marketing submissions and supplemental information needed for producers and insureds as needed
• Market renewals when requested/needed
• Quality check all renewals – advise producer of material changes found on renewals or differences between quotes and policies and endorsements
• Invoice all agency-bill policies ensuring the correct commission splits are entered in the agency management system
• Monitor billing and cancellation status of accounts
• Generate proof of insurance upon request on behalf of the insured
• Use discretion and judgement to direct processing tasks to Account Technicians
• Document all correspondence regarding the account in agency management system
• Any other function as established/directed by management

Commercial Lines Account Manager

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