Regulatory Review Representative 3 – Lending Services Compliance
U.S. Bank
Account Executive
HUB International
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $44 - $55 per hour
Job Level
Mid-LevelSenior
About the role
- Resolve claims and administrative issues
- Act as liaison with insurance carriers and as an advocate for clients
- Design benefit plan in conjunction with client needs and financial resources
- Process renewals, including competitive bidding, providing cost effective plan design alternatives and employee contribution scenarios
- Prepare spreadsheets and renewal presentations as appropriate
- Analyze and recommend alternative funding arrangements
- Prepare summary plan descriptions and other employee communication materials
- Provide client with periodic financial reports (monthly, quarterly, or annually, as provided by insurer) to assess plan’s performance and as a tool for renewal planning
- Coordinate timely delivery of Schedule A information for 5500 preparation, as appropriate
- Ensure the client information is maintained and managed through HUB’s Agency Management System & data standards
- Coordinate health fairs and wellness initiatives as requested by client
- Secure stop-loss coverage for self-insured clients as needed
Requirements
- 4 year college degree or equivalent work experience
- Minimum of 5 years experience in brokerage, consulting, insurance company, or corporate benefits environment
- Valid LA&H License required
- Excellent analytical & problem-solving skills
- Excellent verbal and written communications skills
- Prove ability to manage multiple responsibilities in a deadline driven environment
- Superb attention to detail
- Proven ability to work independently and collaboratively with a team
- Proficient with Microsoft Office Suite, specifically Word, Excel and PowerPoint
- Ability to travel as needed
