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HUB International · 1 day ago

Associate Account Manager, Employee Benefits

Sacramento, CA

Full-time

Hybrid

Entry Level

$30/hr - $33/hr

2+ years exp

HUB International is one of the world's largest insurance brokers, focused on providing tailored insurance solutions. The Associate Account Manager plays a vital role in managing Employee Benefits services, ensuring clients receive necessary support for their insurance policies.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Makes initial request for plan renewals from carriers

Gathering/preparing census data

Assists with the Request for Proposal (RFP) process

Assists with Open Enrollment meetings / materials

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

Assists client with all billing issues including auditing and reconciliation

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

Performs other duties and projects as assigned

Qualification

Life & Health insurance licenseEmployee Benefits experienceMicrosoft Office SuiteCritical ThinkingCustomer service skillsEffective communicationProblem-solving skillsOrganizational skills

Required

High School / GED; college degree preferred

2-4 years of related benefits experience (breakage environment preferred) or equivalent combination of education & experience

Life & Health insurance license or willingness to obtain within first 6 months

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

Computer skills: proficiency with Microsoft Office Suite and Outlook

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

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

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

1-2 years of relevant experience