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HUB International · 19 hours ago

Account Representative, Employee Benefits

Napa, CA

Full-time

Onsite

Entry Level

$24/hr - $28/hr

1+ years exp

HUB International is one of the world's largest insurance brokers, dedicated to providing tailored insurance solutions for their clients. The Employee Benefits Account Representative plays a crucial role in supporting customers through various administrative tasks to ensure account retention and effective service delivery.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

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

Adds and maintain Splits in agency management system (Benefit Point)

Obtains post-enrollment numbers for each plan

Orders Client ID Cards

Prints open enrollment materials

Prepares open enrollment packets for client meetings

Prepares Annual Legal Notices

Prepares Master Applications, POP, COBRA & ERISA Wraps/SPD and SMM as requested

Prepares Provider Directories

Requests Summaries, SBC and EOC and save in client file

Reviews and scrubs New Group Employee Applications, create list of pending items for Account Manager/Account Executive

Reviews employee enrollments/terminations/changes for accuracy and oversee process

Communicates timely with Account Manager/Account Executive if unable to accommodate timeline due to requests from other team members

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

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

Makes initial request for plan renewals from carriers

Gathers / prepares census data

Performs other duties and projects as assigned

Qualification

Microsoft Office SuiteOutlookCritical ThinkingCustomer ServiceCommunication Skills

Required

High School / GED

1-2 years administrative experience or equivalent combination of education & experience

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

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

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