Account Manager, Employee Benefits

Company: HUB International Limited
Location: Tulsa
Posted on: August 5, 2022

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