Employee Benefits Account Manager II

Employee Benefits Account Manager II

SUMMARY:

The Employee Benefits Account Manager II acts as the primary contact and facilitator for clients with respect to all activities related to consulting, marketing, implementing, communicating, and administering group insurance and related benefit plans and products. Account Managers are assigned a book of business and acts as the liaison with clients' management/decision makers.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Responsible for monitoring the quality of service provided to the client, including but not limited to: brokerage/marketing services, communications and outsourcing/administrative services
• Executes marketing of client benefit plans; Writes requests for proposals and submits to insurance carriers and vendors
• Prepares communication presentations for clients. Reviews and may compose plan documents
• Monitors financial performance of benefit plans on behalf of the client
• Compiles claim and utilization reports using carrier provided data
• Partners with carriers to ensure proposal requests are timely and thorough. Compiles carrier responses manually or into Excel for comparison and presentation to client
• Coordinates literature/material fulfillment duties and processes, including enrollment kits, plan summaries; SPD's other benefits literature and communication material
• Implements insurance benefit programs, including plan setup at carrier level; coordinating Administrative/HRIS setup and services (if applicable); conduct client enrollment meetings; and follow-up with clients and carriers to assure complete and thorough implementation
• Provides ongoing client customer service to continually assure that benefit plans are being administered to the client's satisfaction and that client is fully informed of any issues that impact their benefit plans
• Other duties may be assigned

SUPERVISORY RESPONSIBILITIES

The Employee Benefits Account Manager II may direct some aspects of the responsibilities of the Assistant Account Manager, Benefit Analyst and/or the Benefit Administrator position who work on the same account(s) but will not be a direct Manager.

REQUIREMENTS

• Minimum of 5+ years of experience and demonstrated proficiency in an Insurance Account Management role in required lines. Brokerage experience is preferred
• Superior customer service and problem solving skills with the ability to work in a team environment
• Excellent written and verbal English communications skills required
• Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
• Ability to work a regular, full-time work schedule at HUB's facility(s) and willingness to travel on business when required

EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS

• High School Diploma or equivalent required; College Degree preferred
• Active Tennessee Life and Health license
• Advanced professional designation highly desirable (e.

g.

CEBS, PHR, GBDS

) but not required Department Account Management & Service

Required Experience:

5-7 years of relevant experience

Required Travel:

Negligible

Required Education:

High school or equivalent HUB International Limited is an equal opportunity employer that does 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 local, state or federal laws, rules or regulations.