Employee Benefits Account Manager

About us: At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. We are currently looking for an Account Manager. This requires an individual who is professional and displays the drive, determination, and self-motivation to support our clients. Specifically, your mission will be to service and maintain existing accounts.

In this role, you will:

If you're a good fit for this position, you already know most of what this job entails. However, to be sure we're providing a complete picture, here are some details. Pivotal to your success will be your ability to develop relationships with clients from the start, discovering their goals and challenges. Your activities also will include:

Successfully and strategically service and maintain assigned book of business;

Serve in an advisory capacity for clients;

Manage the entire renewal process;

Advise clients in reducing costs while offering competitive benefits options; ;

Build relationships with clients through proactive communications;

Communicate and educate clients on latest trends, concerns and changes in the industry;

Demonstrate abilities to handle complex accounts and higher service deliverables;

Complete assignments as assigned by manager;

Be available and assist in closing new sales opportunities by presenting the company's service capabilities;

Successfully help onboard new clients.

Work towards overall improvement of the organization.

Project manage the execution of the client's strategic plan

Develop and manage benefit planning calendar (ongoing)

Manage and coordinate face-to-face meetings including; setting dates, making travel arrangements, providing agenda's, following up with deliverables/meeting notes

Work with client servicing team to assist in preparation for all meetings

Provide Compliance/Legislation updates including impact to clients, (e.g. Legislative briefs, ACA checklists)

Review all benefit documents (contracts, SPDs, SBC's, etc.). Use legal support/third party resources when necessary.

Complete annual plan assessment comparing client benefits to annual benchmarks

Host open item calls and manage log based on client needs (e.g. weekly, bi-weekly, monthly)

Manage vendor performance and client satisfaction (implementations, assisting and resolving eligibility, billing and claim issues)

Assist with Request for Proposal process: plan comparisons, questionnaires, etc.

Coordinate benefit communications with Communications team (Open Enrollment Guides, Newsletters, Wellness Campaigns, online enrollment)

Assist with renewals, plan changes, rates/contributions, annual enrollment

Plan/Coordinate/Conduct client employee meetings to communicate benefit program information

Manage New Hire Enrollment and Termination Process either via Online Web portal or Carrier portals

Continually evaluate most efficient process of doing job and utilizing associate client manager and administrative admin when appropriate

Complete plan comparisons for clients when in Acquisition review

Proven project management skills: manage multiple clients with multiple plans and multiple vendors efficiently

Maintain required data in the agency management system and electronic filing

Manage internal client servicing team members to meet client deliverables and deadlines

Extensive work in excel spreadsheets for financial and budgeting illustrations

Experience in managing self-funded plan designs Ability to work with multiple team members on multiple clients

What you offer us: Life & Health Producer's License Previous employee benefits experience, preferably within an agency

Bachelor Degree

Proficiency in MS Office

Above average telephone techniques and the ability to effectively communicate with prospective and existing clients as well as, other staff members

Ability to see "the big picture" when working with clients to understand how their plans work to meet their business goals

Ability to understand group benefit contracts and coverage descriptions

Excellent written and oral communication skills

Excellent organizational and prioritization skills

Willingness to attend educational classes desired

High attention to detail essential

Ability to organize large volumes of information and set priorities

Adhere to highest ethical standards

Ability to travel – some overnight travel required

What we offer you:

A rewarding job that helps local businesses in the community

Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options

Generous time-off policies (2 weeks of vacation + Personal/Sick/Floating Holidays)

A work/life balance because that's important for all of us

Learn from the expertise of your coworkers

Growth- HUB is growing, and so can your career

Be part of a motivated team


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