Account Representative

2 weeks ago

Ventura, California, United States HUB International Full time
About HUB International

HUB International is a leading insurance broker that advises businesses and individuals on how to prepare for the unexpected. Our focus is on 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.

The Opportunity

The Employee Benefits Account Representative plays a critical role in supporting our customers by performing clerical and administrative tasks for the team to support the overall retention of accounts.

Key Responsibilities
  • Maintains accurate and organized account files by documenting conversations with clients and carrier representatives, updating all HUB computer systems and automated agency management systems, and ensuring the accuracy of data.
  • Assists clients with all billing issues, including auditing and reconciliation.
  • Adds and maintains Splits in agency management system (Benefit Point).
  • Obtains post-enrollment numbers for each plan.
  • Orders Client ID Cards.
  • Prints open enrollment materials.
  • Prepares open enrollment packets for client meetings.
  • Prepares Annual Legal Notices.
  • Prepares Master Applications, POP, COBRA & ERISA Wraps/SPD and SMM as requested.
  • Prepares Provider Directories.
  • Requests Summaries, SBC and EOC and saves in client file.
  • Reviews and scrubs New Group Employee Applications, creates list of pending items for Account Manager/Account Executive.
  • Reviews employee enrollments/terminations/changes for accuracy and oversees process.
  • Communicates timely with Account Manager/Account Executive if unable to accommodate timeline due to requests from other team members.
  • Facilitates Ben Admin/HRIS System Updates (Ease, ADP, Paylocity, etc.).
  • Sets-up HR Advocacy Tool, Legal Compliance Resources and Wellness value adds.
  • Makes initial request for plan renewals from carriers.
  • Gathers/prepares census data.
  • Performs other duties and projects as assigned.
Qualifications
  • High School/GED
  • 1-2 years administrative experience or equivalent combination of education & experience
Why Choose HUB International?

We offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB International, 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.

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