Employee Benefits Account Administrator

3 days ago

Argyle, Minnesota, United States 5HM Hub International Texas Full time

About 5HM Hub International Texas:

HUB International Texas is a leading insurance broker providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 600 offices across the United States, Canada, and Puerto Rico, and more than 18,000 employees, our regional offices are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.

Our Team Culture:

  • We foster a true team mentality and a positive attitude.
  • We value integrity and a commitment to doing what is right.
  • We are client-centered and family-oriented.
  • We continuously cultivate relationships with a focus on exceptional service.
  • We confidently share and expand our knowledge with humility.

Job Summary:

As an Employee Benefits Account Administrator, you will assist Account Managers and Account Executives in servicing assigned Employee Benefits accounts in accordance with the practices, policies, and procedures of the Company.

Key Responsibilities:

  • Coordinate the servicing of assigned accounts with the Account Manager.
  • Enter data as required by insurance company automation systems.
  • Provide support to the Account Manager on pre-renewal processes.
  • Handle correspondence and the clerical processing of accounts, including applications and computer input of each account.
  • Process certificate of insurance requests as needed.
  • Help track cancellation/reinstatement system for EB accounts.
  • Develop a thorough understanding of all forms and paperwork, including their intent and purpose.
  • Conduct business from a professional standpoint and demonstrate a willingness to learn.
  • Prepare invoices, transmittals, ID cards, certificates of insurance, binders, and cancellation forms as required.
  • Review and process change requests in the broker management system.
  • Prepare policies for policy check and delivery to clients.
  • Maintain an accurate suspense system on all items that require a response.
  • Responsible for scanning/electronic filing of communications and documents.
  • Input/maintain data on account management system and ancillary systems as required.
  • Attend industry-related continuing education training and courses.
  • Follow HUB Broker Standards.

Key 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 work with a team and adhere to deadlines.

Requirements:

  • 2+ Years of administrator-related work experience (Insurance Industry experience preferred).
  • High School diploma or equivalent.
  • Bachelor's degree preferred.

Other Requirements:

  • Dependable transportation.

Communication/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 with customers and teammates.

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 PowerPoint.

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