Associate Account Manager, Employee Benefits

HUB InternationalSacramento, CA
9d$60,000 - $75,000

About The Position

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Associate Account Manager plays a vital role in on the Employee Benefits service by ensuring clients receive the service they need to properly manage their insurance policies. The Associate Account Manager is the facilitator of positive and effective relationships with our valued clients and partners insurance carriers.

Requirements

  • High School / GED; college degree preferred
  • 2-4 years of related benefits experience (breakage environment preferred) or equivalent combination of education & experience
  • Life & Health insurance license or wiliness to obtain within first 6 months
  • Ability to effectively and professionally communicate orally and in writing with internal and external customers.
  • Computer skills: proficiency with Microsoft Office Suite and Outlook
  • Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Desire to learn and grow within the insurance industry.
  • Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
  • Confidence and demeanor to effectively interact with all levels within the organization.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
  • Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
  • Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.

Responsibilities

  • Makes initial request for plan renewals from carriers.
  • Gathering/preparing census data.
  • Assists with the Request for Proposal (RFP) process.
  • Assists with Open Enrollment meetings / materials.
  • Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
  • Assists client with all billing issues including auditing and reconciliation.
  • Obtain post-enrollment numbers for each plan.
  • Prepare Annual Legal Notices.
  • Facilitate Ben Admin/HRIS System Updates (Ease, ADP, Paylocity, etc.).
  • Set-up HR Advocacy Tool, Legal Compliance Resources and Wellness value adds.
  • Performs other duties and projects as assigned.

Benefits

  • Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success.
  • At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.
  • Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.
  • We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time.
  • HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.
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