Employee Benefits Account Manager

HUB International • Houston, TX • 12h ago

About Us:

HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs. We are a company dedicated to superior customer service with employees committed to adding value to every client activity.

Primary Role:

The Employee Benefits Account Manager works collaboratively with the Producer, and Account Executive to manage 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.

Duties and Responsibilities:

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

Collaborates on delivering multi-year strategic plan

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

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

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

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

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

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

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

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.

Orders supplies from carriers, and reviews for accuracy

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

Installs and regularly updates client specific data in BenefitPoint

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

Facilitates 5500 preparation

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

Handles Renewal Prep

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

Provide mentorship with Account Administrator/Assistant Plan Analyst were applicable

Coordinates client contact changes with Producer/Account Executive

Organizes client meetings with other team members

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

Attends industry related continuing education training and courses

Must follow HUB Broker Standards

Qualifications :

Bachelor's degree preferred (4-year degree)

2-5 years of related experience working as an Account Manager or Account Representative in the property/casualty area (equivalent combination of education and experience is acceptable).

Experience in customer service/client facing role required

P&C License required

Proficiency using Microsoft Suite

Your Future with HUB:

Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement.

Our Vision: To be everywhere risk exists - today and tomorrow. Helping protect what matters most.

Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values:

Entrepreneurship: We encourage innovation and educated risk-taking.

Integrity: We do the right thing every time.

Teamwork: We work together to maximize results.

Accountability: We measure and take responsibility for outcomes.

Service: We serve customers, communities and colleagues

If you value what we value, and like the perks along the way - Apply TODAY !

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity 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.

E-Verify Program (https://hubinternational.jobs/e-verify/)

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 recruiting team HUBRecruiting@hubinternational.com . 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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