Account Representative, Employee Benefits
HUB International
full-time
Posted on:
Location Type: Hybrid
Location: Newport Beach • California • United States
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Salary
💰 $70,000 - $80,000 per year
About the role
- Provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services
- Work collaboratively with the Producer and Account Team managing a book of business
- Coordinate and provide day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, and understanding client needs
- Serve as day-to-day contact and provide resolution for client questions and issues
- Manage claims and coverage issue resolution for clients’ employees when elevated from HR or Hub International’s MyBenefitsChampion call center
- Advise and guide clients in compliance matters
- Develop open enrollment presentations in Microsoft PowerPoint software and conducts benefits webinars
- Create and distribute MyBenefitsChampion communication materials
- Participate in and support new carrier, plan or vendor implementation including benefits administration system build-out and project management
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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
account managementclaims managementunderwriting servicesemployee benefitscomplianceproject managementbenefits administrationpresentation developmentreport writingbilingual
Soft Skills
client relationship managementcommunicationproblem resolutioncollaborationcustomer serviceorganizational skillspresentation skillsinterpersonal skillseffective speakingclient retention
Certifications
CA Life Agent license