HUB International
Account Manager II, Employee Benefits
HUB International, San Francisco, California, United States, 94199
Overview
Base pay range: $65,000.00/yr - $85,000.00/yr. About HUB International: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, HUB focuses on providing clients with peace of mind through advocacy and tailored insurance solutions. The Opportunity
The Employee Benefits Account Management team provides critical support to clients through day-to-day program oversight, client advocacy and systems management to effectively manage health and welfare programs. The Account Manager II acts with a high degree of independent discretion, autonomy, and decision-making in managing a book of business, and facilitates positive and effective relationships with sales and/or account team colleagues. Duties & 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 maintains 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 documenting conversations with clients and carrier representatives; updates HUB computer systems and agency management systems; ensures data accuracy. Keeps abreast of changes in the insurance industry and other external factors impacting clients; makes appropriate recommendations and attends industry-related continuing education training. Update open enrollment packets, current benefits and rates for all lines of coverage, COBRA administration forms, written plan documents and summary plan descriptions on an annual basis; may include 5500 filings. Submit BOR letters to carriers and follow up to obtain contracts and current benefit descriptions. Marketing to carriers; preparing quotes and proposals. Assist clients with 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. Inform clients of HUB resources, carrier/vendor offerings and industry trends. Prepare and/or peer review EB Disclosure; obtain post-enrollment numbers for each plan; prepare Annual Legal Notices. Facilitate HRIS updates (Ease, ADP, Paylocity, etc.); set up HR Advocacy Tool and Wellness resources. Review contracts for accuracy; participate in carrier/vendor program implementations and initiate payments to vendors. Collaborate with producers to develop and implement clients’ benefits strategies, including designing programs based on objectives, financial analysis, benchmarking, and funding options. Provide training to other team members and support, mentor, and Coach junior staff; oversee work of less experienced Account Managers as needed. Perform other duties and projects as assigned. Qualifications
High School Diploma / GED; College degree strongly preferred 3-5 years of benefit insurance account management experience (brokage preferred) or equivalent Life & Health License Knowledge / Skills / Abilities
Effective written and oral communication with internal and external customers. Ability to present information clearly to groups of managers, clients and the public. Strong knowledge of employee benefits products and services; familiarity with ACA, COBRA and HIPAA. Critical thinking, problem solving, and the ability to analyze and propose solutions. Desire to learn and grow within the insurance industry; responsive to customer needs. Ability to build and maintain client relationships and work effectively with vendors; able to collaborate in a team and coach others. Efficient information gathering, analysis, and timely problem solving; ability to prioritize multiple tasks. Computer proficiency with Microsoft Office Suite and agency management systems. Ability to calculate figures and amounts such as discounts, commissions, percentages. Working Conditions and Physical Demands
Primarily sedentary; may require occasional movement within the office. Frequent communication with colleagues and clients in person or by phone; ability to exchange accurate information. Operating a computer and other office equipment; occasional movement to access filing and equipment. HUB International is an equal opportunity employer. We do not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by law. EEO is the Law poster and its supplement are available here: http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
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Base pay range: $65,000.00/yr - $85,000.00/yr. About HUB International: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, HUB focuses on providing clients with peace of mind through advocacy and tailored insurance solutions. The Opportunity
The Employee Benefits Account Management team provides critical support to clients through day-to-day program oversight, client advocacy and systems management to effectively manage health and welfare programs. The Account Manager II acts with a high degree of independent discretion, autonomy, and decision-making in managing a book of business, and facilitates positive and effective relationships with sales and/or account team colleagues. Duties & 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 maintains 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 documenting conversations with clients and carrier representatives; updates HUB computer systems and agency management systems; ensures data accuracy. Keeps abreast of changes in the insurance industry and other external factors impacting clients; makes appropriate recommendations and attends industry-related continuing education training. Update open enrollment packets, current benefits and rates for all lines of coverage, COBRA administration forms, written plan documents and summary plan descriptions on an annual basis; may include 5500 filings. Submit BOR letters to carriers and follow up to obtain contracts and current benefit descriptions. Marketing to carriers; preparing quotes and proposals. Assist clients with 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. Inform clients of HUB resources, carrier/vendor offerings and industry trends. Prepare and/or peer review EB Disclosure; obtain post-enrollment numbers for each plan; prepare Annual Legal Notices. Facilitate HRIS updates (Ease, ADP, Paylocity, etc.); set up HR Advocacy Tool and Wellness resources. Review contracts for accuracy; participate in carrier/vendor program implementations and initiate payments to vendors. Collaborate with producers to develop and implement clients’ benefits strategies, including designing programs based on objectives, financial analysis, benchmarking, and funding options. Provide training to other team members and support, mentor, and Coach junior staff; oversee work of less experienced Account Managers as needed. Perform other duties and projects as assigned. Qualifications
High School Diploma / GED; College degree strongly preferred 3-5 years of benefit insurance account management experience (brokage preferred) or equivalent Life & Health License Knowledge / Skills / Abilities
Effective written and oral communication with internal and external customers. Ability to present information clearly to groups of managers, clients and the public. Strong knowledge of employee benefits products and services; familiarity with ACA, COBRA and HIPAA. Critical thinking, problem solving, and the ability to analyze and propose solutions. Desire to learn and grow within the insurance industry; responsive to customer needs. Ability to build and maintain client relationships and work effectively with vendors; able to collaborate in a team and coach others. Efficient information gathering, analysis, and timely problem solving; ability to prioritize multiple tasks. Computer proficiency with Microsoft Office Suite and agency management systems. Ability to calculate figures and amounts such as discounts, commissions, percentages. Working Conditions and Physical Demands
Primarily sedentary; may require occasional movement within the office. Frequent communication with colleagues and clients in person or by phone; ability to exchange accurate information. Operating a computer and other office equipment; occasional movement to access filing and equipment. HUB International is an equal opportunity employer. We do not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by law. EEO is the Law poster and its supplement are available here: http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
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