Account Manager, Employee Benefits
Company: HUB International Limited
Location: Tulsa
Posted on: August 5, 2022
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Job Description:
Primary Role:The Employee Benefits Account Manager works
collaboratively with the Producer, Account Executive and Account
Administrator 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.Duties and Responsibilities:Maintains client
relationships, supports client retention, maintains strong carrier
relationships, and understands client needsCollaborates on
delivering multi-year strategic planManages projects in concert
with the client including, but not limited to, all vendor
implementationProvides benchmarking reports to client (annually,
quarterly or monthly)Manages claims and coverage issue resolution
for clients' employees when elevated from HR.Provides assistance
with clients' billing and eligibility audits, and on occasion may
conduct these audits for clients independently if not handled or
escalated by Account AdministratorAdvises and guides clients in
compliance matters and sends monthly reports to client as
neededFacilitates preparation of open enrollment (OE) packets
including SBCs and disclosure notices, when not completed by
Account Administrator.Creates employee benefit booklets, when not
completed by Account Administrator.If there is no Account Executive
on the team, develops open enrollment presentations and conducts
benefits webinars and/or records Brainshark presentations for
employees and HR Managers.Orders supplies from carriers, and
reviews for accuracyManages new carrier, plan or vendor
implementation including benefits administration system build-out
and project managementInstalls and regularly updates client
specific data in BenefitPointPerforms contract review and
facilitates preparation of SPD Wraps, Cafeteria and POP Plan
documents.Facilitates 5500 preparationPrepares master group files,
client contact sheet, and maintains carrier filesHandles Renewal
PrepAssists in the RFP process as needed, such as proposal
development including preparing census, entering and updating
pivotal information as needed, on-line quoting, and Marketing a
group when requestedProvide mentorship with Account
Administrator/Assistant Plan Analyst were applicableCoordinates
client contact changes with Producer/Account ExecutiveOrganizes
client meetings with other team membersMakes sure the client is
aware of the resources that HUB offers Attends industry related
continuing education training and coursesMust follow HUB Broker
StandardsKey Competencies:To perform the job successfully, an
individual should demonstrate the following competencies:Team Work
- Supports all organizational departments in a collaborative effort
for everyone 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 and contribute team and
adhere to deadlinesQualification Requirements:To perform this job
successfully, an individual must be able to perform each essential
duty satisfactorily. The requirements listed below are
representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.Experience and
EducationBachelor's degree preferredAt least 3-5 years of related
experience working as an Account Manager or Account Representative
in the employee benefit arena (equivalent combination of education
and experience is acceptable).Client facing experience requiredL
License requiredPhysical Requirements:The physical demands
described here are representative of those that must be met by an
employee to successfully perform the essential functions of this
job. Reasonable accommodations may be made to enable individuals
with disabilities to perform the essential functions. While
performing the duties of this Job, the employee is regularly
required to talk or hear. The employee is frequently required to
stand; walk; sit and use hands to finger, handle, or feel. The
employee must occasionally lift and/or move up to 25 pounds.
Specific vision abilities required by this job include Close vision
and Distance vision. Some travel required by car to meet with
clients and other outside events.Other Requirements:Must hold a
valid Driver's LicenseDependable transportationPublic
Speaking/Language Skills: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 customers and
teammates.Bilingual in English and Spanish a big plus.Math
Skills:Ability to add, subtract, multiply, and divide in all units
of measure, using whole numbers, common fractions, and
decimals.Reasoning Ability:Ability to define problems, collect
data, establish facts, and draw valid conclusions. Ability to
interpret an extensive variety of technical instructions in
mathematical or diagram form and deal with several abstract and
concrete variables.Computer Skills:To perform this job
successfully, an individual should be proficient in Microsoft
Office including Excel, Word and Power Point; follow guidelines on
working in BMS (BenefitPoint) for premium efficiency with your
team.About UsHUB International is a recognized global leader
dedicated to helping individuals andcompanies navigate risk and
manage the complexities of insurance.Department Account Management
& ServiceRequired Experience: 2-5 years of relevant
experienceRequired Travel: NegligibleRequired Education: High
school or equivalentHUB International Limited is an equal
opportunity and affirmative action employer that does not
discriminate on the basis of race/ethnicity, national origin,
religion, age, color, sex, sexual orientation, gender identity,
disability or veteran's status, or any other characteristic
protected by local, state or federal laws, rules or regulations.
The EEO is the Law poster and its supplement is available here at
http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm
.EEOAA PolicyE-Verify ProgramWe endeavor to make this website
accessible to any and all users. If you would like to contact us
regarding the accessibility of our website or need assistance
completing the application process, please contact the US
Recruiting Team toll-free at (844) 300-9193 or
USRecruiting@hubinternational.com. This contact information is for
accommodation requests only; do not use this contact information to
inquire about the status of applications.
Keywords: HUB International Limited, Tulsa , Account Manager, Employee Benefits, Executive , Tulsa, Oklahoma
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