Employee Benefits Account Manager
HUB International
full-time
Posted on:
Location Type: Office
Location: Acworth • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- An Account Manager assists the Producer in the day-to-day needs of the business.
- This position bridges the gap from the typical functions of a Producer and the service team.
- 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 Georgia Life and Health license.
- Required Experience: 1-2 years of relevant experience
- Required Travel: No Travel Required
- Required Education: High school or equivalent
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
employee benefit plansHMOsPPOsHSAsindemnity planslife insurancedisability insurancedental insurancevoluntary insurancedata analysis
Soft skills
communicationteamworkclient advocacyproblem-solvingmentoringorganizationattention to detailrelationship buildinginfluencingpresentation skills
Certifications
Georgia Life and Health license