Employee Benefits Senior Account Manager

4 weeks ago

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

HUB is a leading insurance broker that advises businesses and individuals on how to prepare for the unexpected. 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 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 over 450 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success.

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 evolve as your needs change over time.

We are the perfect fit if you:

  • Are seeking a progressive work environment at a rapidly growing organization
  • Have a desire to help others protect their future
  • Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
  • Are focused on learning and development to enhance your industry knowledge and expertise
  • Are a self-starter willing to invest time and energy to learn the technical aspects of our business
  • Believe in integrity and building success by developing relationships with others
Job Summary

The Employee Benefits Senior Account Manager works collaboratively with the Team Leads, Producer, 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.

Job Duties

Maintaining Client Relationships

Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs.

Collaborating on Delivering Multi-Year Strategic Plan

Collaborates on delivering multi-year strategic plan.

Managing Projects

Manages projects in concert with the client including, but not limited to, all vendor implementation.

Providing Benchmarking Reports

Provides benchmarking reports to client (annually, quarterly, or monthly).

Managing Claims and Coverage Issue Resolution

Manages claims and coverage issue resolution for clients' employees when elevated from HR.

Providing Assistance with Clients' Billing and Eligibility Audits

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 Administrator.

Advising and Guiding Clients in Compliance Matters

Advises and guides clients in compliance matters and sends monthly reports to client as needed.

Facilitating Preparation of Open Enrollment (OE) Packets

Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices, when not completed by Account Administrator.

Creating Employee Benefit Booklets

Creates employee benefit booklets, when not completed by Account Administrator.

Developing Open Enrollment Presentations and Conducting Benefits Webinars

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.

Managing New Carrier, Plan, or Vendor Implementation

Manages new carrier, plan, or vendor implementation including benefits administration system build-out and project management.

Installing and Regularly Updating Client Specific Data in BenefitPoint

Installs and regularly updates client specific data in BenefitPoint.

Performing Contract Review and Facilitating Preparation of SPD Wraps, Cafeteria, and POP Plan Documents

Performs contract review and facilitates preparation of SPD Wraps, Cafeteria, and POP Plan documents.

Facilitating 5500 Preparation

Facilitates 5500 preparation.

Preparing Master Group Files, Client Contact Sheet, and Maintaining Carrier Files

Prepares master group files, client contact sheet, and maintains carrier files.

Handling Renewal Prep

Handles Renewal Prep.

Assisting in the RFP Process

Assists 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.

Providing Mentorship

Provide mentorship with Account Administrator/Assistant Plan Analyst were applicable.

Coordinating Client Contact Changes

Coordinates client contact changes with Producer/Account Executive.

Organizing Client Meetings

Organizes client meetings with other team members.

Making Sure the Client is Aware of the Resources That HUB Offers

Makes sure the client is aware of the resources that HUB offers.

Attending Industry-Related Continuing Education Training and Courses

Attends industry-related continuing education training and courses.

Must Follow HUB Broker Standards

Must follow HUB Broker Standards.

Qualifications

Education

Bachelor's degree required (4-year degree).

Experience

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 and Skills

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).

EEO Statement

HUB 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 https://www.eeoc.gov/employers/upload/eeoc_self_print_poster.pdf.

EEOAA Policy (https://www.eeoc.gov/eeoaa/eeoaa.html).

E-Verify Program.

We 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) or https://www.hubinternational.com/careers. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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