Trading Product Adoption Specialist
Addepar
SaltStack
Account Representative, Employee Benefits
HUB International
full-time
Posted on:
Origin: • 🇺🇸 United States • Utah
Visit company websiteJob Level
JuniorMid-Level
Tech Stack
SaltStack
About the role
- HUB’s Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and underwriting services that make us a leading sales and service organization in the insurance industry
- The Employee Benefits Account Representative works collaboratively with the Producer and Account Team managing a book of business
- Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs
- Serves as day to day contact and provides resolution for client questions and issues
- This Employee Benefit Account Representative role is focused on the small group market segment
- Manages client relationships and executes on all deliverables from strategic planning with stewardship reports, renewal and marketing process, open enrollment and special projects
- Manages claims and coverage issue resolution for clients’ employees when elevated from HR or Hub International’s MyBenefitsChampion call center
- Provides assistance with clients’ billing and eligibility audits, and on occasion may conduct these audits for clients independently
- Advises and guides clients in compliance matters
- Develops open enrollment presentations in Microsoft PowerPoint software and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers
- Creates employee benefit booklets in conjunction with the C&D Team using Microsoft Publisher software
- Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices
- Collaborates with Marketing Department on the distribution of MyBenefitsChampion communication materials
- Communicates MyBenefitsChampion utilization trends to clients
- Manages new carrier, plan or vendor implementation including benefits administration system build-out and project management
- Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents
- Prepares master group files, client contact sheet, and maintains carrier files
- Manages client RFP process from development, distribution, follow-up, analyzing and presenting with heavy focus on the creating of financial reporting
- Supports the Account Executive in strategy and execution
Requirements
- Bachelor’s degree preferred
- At least 2-5 years of related experience working as an 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
- To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; Knowledge of Project Management software and database software is preferred
- Team Work – Supports everyone's efforts to succeed
- Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information
- Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed
- Quality Management – Demonstrates attention to detail
- Project Management – Ability to lead a team and adhere to deadlines
