Employee Benefits Senior Account Manager

4 weeks ago

Downers Grove, Illinois, United States HUB International Full time
About HUB

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control.

Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Why Choose HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.

Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time.

Key Responsibilities
  1. Maintain client relationships, support client retention, maintain strong carrier relationships, and understand client needs
  2. Collaborate on delivering multi-year strategic plan
  3. Manage projects in concert with the client including, but not limited to, all vendor implementation
  4. Provide benchmarking reports to client (annually, quarterly, or monthly)
  5. Manage claims and coverage issue resolution for clients' employees when elevated from HR
  6. Provide assistance with clients' billing and eligibility audits, and on occasion may conduct these audits for clients independently if not handled or escalated by Account Administrator
  7. Advise and guide clients in compliance matters and sends monthly reports to client as needed
  8. Facilitate preparation of open enrollment (OE) packets including SBCs and disclosure notices, when not completed by Account Administrator
  9. Create employee benefit booklets, when not completed by Account Administrator
  10. Develop open enrollment presentations and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers, if there is no Account Executive on the team
  11. Order supplies from carriers, and reviews for accuracy
  12. Manage new carrier, plan or vendor implementation including benefits administration system build-out and project management
  13. Install and regularly update client specific data in BenefitPoint
  14. Perform contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents
  15. Facilitate 5500 preparation
  16. Prepare master group files, client contact sheet, and maintains carrier files
  17. Handle Renewal Prep
  18. Assist 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 requested
  19. Provide mentorship with Account Administrator/Assistant Plan Analyst were applicable
  20. Coordinate client contact changes with Producer/Account Executive
  21. Organize client meetings with other team members
  22. Makes sure the client is aware of the resources that HUB offers
  23. Attend industry related continuing education training and courses
  24. Must follow HUB Broker Standards
Qualifications

Bachelor's degree required (4-year degree)

2-5 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)

Knowledge of self-funding plans

Client facing experience

L&H License required

Experience with Agency Management systems preferred

Proficiency using MS Excel

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

Required Education: Associate degree (2-year degree)

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