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.
DUTIES & 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.
QUALIFICATIONS:- 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
KNOWLEDGE / SKILLS / ABILITIES:- 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.
WORKING CONDITIONS AND PHYSICAL DEMANDS:- This position primarily involves remaining in a stationary position for the majority of the workday.
- The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
- The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
The expected salary range for this position is $85,000 - $90,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. 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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Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: Diploma
