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HUB International · 4 days ago

Employee Benefits Account Manager

Sioux Falls, SD

Full-time

Onsite

Entry Level

1+ years exp

HUB International is a global insurance broker providing a broad array of services. They are seeking an Employee Benefits Account Manager to support the Strategic Account Executive, build relationships with clients, and ensure compliance with regulations.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

Serve as the point of contact for client and carrier inquiries and provide a response to the inquiry in a timely manner ensuring accuracy

Create and maintain internal client files and records as needed, ensuring compliance with company policies and federal and state regulations

Attend and participate in client meetings with the Strategic Account Executive, serving as s a Subject Matter Expert (SME) for procedural and administrative matters

Review plan documents (master application, master policy, summary plan description, administrative service agreements, etc.) ensuring information is complete and free of errors

Draft a variety of communication/education documents to be sent to the client announcing new plans or changes to existing plans. Conduct employee meetings or webinars to educate client’s employees

Works with clients and carriers to ensure the plan implementation paperwork and enrollment process for renewals and/or changing carriers is completed accurately and in a timely manner

Coordinate and research client ERISA and other legislative plan requirements. Work with Project Analyst to prepare Form 5500 filings on client welfare benefit plans and instructs client on filing procedures and guidelines

Providing training and support to clients in regard to administrative procedures that are provided for the clients from the carriers, ensuring the training is appropriate for the target audience

Qualification

South Dakota LifeHealth LicenseBroker experienceClient relationship managementERISA compliance knowledgeMulti-tasking skillsCommunication skillsInterpersonal skillsOrganizational skillsDetail-orientedSelf-motivationTeam player