Full-Time

Employee Benefits Account Manager

Confirmed live in the last 24 hours

HUB

HUB

5,001-10,000 employees

Data & Analytics
Consumer Software
Fintech

Junior

Kennesaw, GA, USA + 1 more

More locations: Atlanta, GA, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
PowerPoint/Keynote/Slides
Requirements
  • College degree preferred.
  • A working knowledge of employee benefit plans, understanding HMOs, PPOs, HSAs, indemnity plans, as well as ancillary coverage such as life, disability, dental and voluntary insurances is preferred.
  • Skilled in Microsoft Office products with emphasis on Excel and PowerPoint.
  • Previous experience in benefits, finance or human resources preferred.
  • An earned Georgia Life and Health license.
Responsibilities
  • In coordination with the Benefit Analyst or Consultant Support Specialist, utilizes the planning calendar and renewal timeline to ensure the following items are handled timely: census requests, client follow up, carrier follow up, sending RFP’s, preparing presentations, and other items as necessary.
  • In coordination with the Benefit Consultant, directs the Benefit Analyst or Consultant Support Specialist in the preparation of spreadsheets, powerpoints, and contribution scenarios to display and communicate appropriate information for presentation to client and employees based on BC’s recommendations. Checks all work for accuracy. Questions validity of presentation content and ensures data/information is appropriate, logical and organized. Develops and/or assists Communications with Benefit Summaries.
  • Assists clients with escalated claims, billing, and/or policy issues. Documents all in Benefit Point.
  • Assists the BC in analysis and research of ongoing plan evaluations. Reviews all client renewals with the BC to check for appropriateness and assists in the recommendation process.
  • Attends client meetings with the BC to establish a working relationship with the client. Conducts employee benefit educational meetings for clients.
  • Under the direction of the Benefits Consultant, ensures that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption. Communicates and documents major issues and changes. Stays on top on 'next steps'. Ensures that submission and all applicable documents are processed accurately and timely.
  • Understands and stays abreast of changes in employee benefits, including plan designs, available riders, legislation, and emerging trends. Shares this knowledge with clients and others at HUB. Attends training opportunities, reads and shares industry knowledge, regularly participates in coursework to either earn or maintain professional designations.
  • Keeps team informed and communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work. Positively influences the team members; using the HUB Fundamental 5Values, offers encouragement and praise, promotes engagement, and builds good working relationships. Ensures team is following timeline.
  • Acts as client’s advocate with carriers and vendors. Always has client’s best interest at heart.
  • In coordination with the Benefit Analyst or Consultant Support Specialist, updates and maintains the following: Documentation of renewal plan information in Agencyware (Internal database system); client files as changes are implemented; spreadsheet templates, policy digests and hospital grids.
  • Acts as mentor for BA or CSS and ISR. Assists in their growth and development through constant communication and instruction.

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • HUB's strategic leadership appointments, like Tim DeSett and Lauren Melzer, indicate a strong focus on growth and innovation.
  • The company's continuous expansion through acquisitions suggests robust financial health and a commitment to broadening its service offerings.
  • HUB's emphasis on personalized solutions, such as the clinical informatics resources for employee benefits, enhances its appeal to a diverse client base.

What critics are saying

  • Frequent acquisitions may lead to integration challenges and potential cultural clashes within the organization.
  • The competitive insurance brokerage landscape requires HUB to continuously innovate to maintain its market position.

What makes HUB unique

  • HUB International's aggressive acquisition strategy, including recent purchases of Wade Associates and WestStar Insurance, positions it as a dominant player in the insurance brokerage market.
  • The introduction of HUB Infused Analytics™ Data Suite for personalized employee benefits showcases HUB's commitment to leveraging data analytics for client advantage.
  • HUB's expansion into niche markets, such as aviation risk advisory services for affluent clients, differentiates it from traditional insurance brokers.

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