A path for every ambition.
At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.
We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.
Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.
Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.
Your ambition has a home here.
Primary Role:
The Employee Benefits Account Manager works collaboratively with the Producer, Account Executive and Account Administrator managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.
Duties and Responsibilities:
Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs.
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)
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 if not handled or escalated by Account Administrator
Advises and guides clients in compliance matters and sends monthly reports to client as needed.
Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices, when not completed by Account Administrator.
Creates employee benefit booklets, when not completed by Account Administrator.
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.
Handles Renewal Prep
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 Administrator/Assistant Plan Analyst were applicable.
Coordinates client contact changes with Producer/Account Executive
Organizes client meetings with other team members.
Makes sure the client is aware of the resources that HUB offers.
Attends industry related continuing education training and courses.
Must follow HUB Broker Standards.
Perform other duties as assigned by management.
Key Competencies:
To perform the job successfully, an individual should demonstrate the following competencies:
Team Work – Supports all organizational departments in a collaborative effort for everyone to succeed.
Written Communication - Writes clearly and informatively; Edits work for…