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HUB International · 1 day ago

Senior Account Manager, Employee Benefits

Kansas City, MO

Full-time

Onsite

Senior Level

5+ years exp

HUB International is a recognized global leader dedicated to helping individuals and companies navigate risk and manage the complexities of insurance. The Senior Employee Benefits Account Manager works collaboratively with the Producer and Account Executive managing a book of business, focusing on client relationships and service delivery for employee benefits clients.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

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)

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

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

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

Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices

Creates employee benefit booklets

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

If there is no Plan Analyst or an Assistant Plan Analyst on the team, handles Renewal Prep through BenefitPoint and Spreadsheets

If there is no Plan Analyst or an Assistant Plan Analyst on the team, 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 Administrators/Assistant Plan Analysts where applicable

Coordinates client contact changes with Producer/Account Executive

Must follow HUB Broker Standards

Qualification

L&H LicenseClient facing experienceEmployee benefits experienceMicrosoft OfficeProject ManagementQuality ManagementBilingual in EnglishSpanishWritten CommunicationTeam WorkInitiative

Required

Minimum High School Diploma; Bachelor's degree preferred

At least 5-7 years of related experience working as an Account Manager or Account Representative in the employee benefits arena (equivalent combination of education and experience is acceptable)

Client facing experience required

L&H License required or able to obtain within 120 days from hire

Must hold a valid Driver's License

Dependable transportation

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals

Ability to write routine reports and correspondence

Ability to speak effectively to customers and teammates

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals

Ability to define problems, collect data, establish facts, and draw valid conclusions

Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables

To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (Benefit Point) for premium efficiency with your team