Apply on Employer Site

HUB International · 8 hours ago

Account Manager II, Employee Benefits

Fresno, CA

Full-time

Onsite

Mid Level

$65K/yr - $85K/yr

3+ years exp

HUB International is one of the world's largest insurance brokers, dedicated to providing tailored insurance solutions. The Account Manager II will manage client accounts, ensuring effective communication and service delivery while maintaining strong relationships with clients and insurance carriers.

Financial ServicesInsuranceInsurTechRisk Management

Hiring Manager

Lizzy Wanamaker

Responsibilities

Managing all aspects of the account-service process

Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB’s best practices and standard procedures

Acquires understanding of clients’ business and insurance objectives and critically analyzes and compares insurance plans to determine suitability

Establishes and maintain strong business relationships with clients and insurance carriers

Serve as client point of contact for day-to-day eligibility, claims, billing and benefit administration inquiries; acts as liaison between clients and insurance carriers to resolve service issues

Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data

Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes; Attends industry related continuing education training and courses

Update open enrollment packets including current benefits and rates for all lines of coverage, cobra administration forms, written plan documents and summary plan descriptions, on an annual basis for clients; may also include 5500 filings

Submit BOR letter to all carriers and follow-up to obtain contracts, obtain current renewal and current benefit descriptions

Marketing to carriers

Preparing quotes and proposals

Assists client with all billing issues including auditing and reconciliation

Gather data and prepare/conduct presentations (Renewal/OE/Post Renewal Debrief)

Lead implementation of new and renewal plans or programs

Apprise clients of other HUB resources, carrier/vendor offerings and emerging industry trends

Prepare and/or peer review (and deliver, if applicable) the EB Comp Disclosure

Obtain post-enrollment numbers for each plan

Prepare Annual Legal Notices

Facilitate Ben Admin/HRIS System Updates (Ease, ADP, Paylocity, etc.)

Set-up HR Advocacy Tool, Legal Compliance Resources and Wellness value adds

Review contracts, line-by-line, for accuracy

Participate in carrier/vendor program implementations and initiates payments to vendors

Partners with producer(s) to develop and implement clients’ benefits strategies; including designing benefit programs based on client objectives, performing financial analysis, plan assessment, benchmarking, funding alternatives

Provides training as a subject-matter-expert to other Client Services team members on various topics

Supports, mentors, and trains other support staff members

Oversees functions performed by less experienced Account Managers and Assistant Account Managers as required

Performs other duties and projects as assigned

Qualification

Employee benefits knowledgeLife & Health LicenseAccount management experienceMicrosoft Office SuiteCustomer service skillsCritical thinkingProblem solvingTeamwork

Required

High School Diploma / GED

Life & Health License

Ability to effectively and professionally communicate orally and in writing with internal and external customers

Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public

Strong knowledge of employee benefits products and services and how they are delivered to clients; knowledge of related legislation such as ACA, COBRA and HIPAA

Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems

Desire to learn and grow within the insurance industry

Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately

Confidence and demeanor to effectively interact with all levels within the organization

Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs

Ability to effectively work with a team and coach others in developing their skills and abilities

Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly

Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions

Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy

Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages