Account Manager, Employee Benefits at HUB in Tulsa, OK

Job description

• **This is a hybrid role, requiring three days per week in the office.**
• • Are seeking a progressive work environment at a rapidly growing organization
• • Have a desire to help others protect their future
• • Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• • Are focused on learning and development to enhance your industry knowledge and expertise
• • Are a self-starter willing to invest time and energy to learn the technical aspects of our business
• • Believe in integrity and building success by developing relationships with others

Responsibilities

• The Employee Benefits Account Manager (AM) works collaboratively with the Consultant and Account Administrator (AA) managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by owning the annual renewal and marketing process, maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact alongside Account Managers, Consultant, and AA and provides resolution for client questions and issues.
• Leads and Executes the full renewal & RFP process, such as proposal development including preparing census, entering and updating pivotal information as needed, on-line quoting, and Marketing a group when requested
• Maintains a strong relationship with HUB’s GA partner and processes ancillary marketing through the partnership and performs quality assurance reviews of their work.
• Create & review marketing presentation for all client benefits
• Manages new carrier, plan or vendor implementation and project management
• Prepares master group files, client contact sheet, and maintains carrier files
• Executes timely and accurate new client onboarding
• Manages routine client requests, builds and maintains client relationships, helps support client retention, maintains strong carrier relationships, and understands client needs
• Provides exceptional service, to the expectations of our Client Service Standards
• Manages claims and coverage issue resolution for clients’ employees when elevated from HR, understands when to escalate complex issues
• 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
• Creates employee benefit booklets, when not completed by Account Administrator
• If there is no Account Executive on the team, develops open enrollment strategy, conducts benefits presentations and/or records presentations for employees and HR Managers as requested by clients
• Performs contract review and supports preparation of SPD Wraps, Cafeteria and POP Plan documents Communicates & collaborates with other HUB teammates (producers, centralized teams, and super regional teams)
• Makes sure the client is aware of the resources that HUB offers
• Attends industry related continuing education training and courses
• Maintains accurate client specific data in BenefitPoint
• Maintains HUB’s client tracking system
• Provide mentorship with Account Administrator were applicable
• Must follow HUB Broker Standards

Requirements

• To perform the job successfully, an individual should demonstrate the following competencies:
• Teamwork – Supports all organizational departments in a collaborative effort for everyone to succeed
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information
• Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed
• Quality Management – Demonstrates attention to detail
• Project Management – Ability to work with a team and adhere to deadlines
• To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• 2-4 years administrative experience or previous work experience related to group health insurance preferred
• High school diploma or equivalent required
• Bachelor’s Degree desired, but not required
• L&H License required or able to obtain within 120 days from hire
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively customers and teammates.
• Bilingual in English and Spanish a big plus.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (BenefitPoint) for premium efficiency with your team.
• Required Experience: 2-5 years of relevant experience
• Required Education: High school or equivalent

Skills

Required

• Must hold a valid Driver’s License
• Dependable transportation