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Hub International Employee Benefits Account Manager in Acworth, Georgia

Position Description

Account Manager

Department/Company: Small/Middle Market Accounts

Classification: Full-Time (40 hours/week), Salaried, Exempt

I. Position Summary

An Account Manager (AM) assists the Benefits Consultant (BC) in the day-to-day needs of the business. Typical functions include but are not limited to sending quote requests to insurance carriers asking them to bid on health and ancillary plans for the employer/client, preparing spreadsheets to display and communicate this information and present to clients. The AM is to do anything and everything possible to keep the Benefits Consultant on the road and in front of the client. The AM is also responsible for new business quoting as well as maintaining a small book of business.

II. Position Responsibilities

20% In coordination with the Benefit Consultant, utilizes the planning calendar and renewal timeline to ensure the following items are handled timely: census requests, client follow up, carrier follow up, sending RFP’s, preparing presentations, and other items as necessary.

10% In coordination with the Benefit Consultant, directs the Benefit Analyst or Consultant Support Specialist in the preparation of spreadsheets, powerpoints, and contribution scenarios to display and communicate appropriate information for presentation to client and employees based on BC’s recommendations. Checks all work for accuracy. Questions validity of presentation content and ensures data/information is appropriate, logical and organized. Develops and/or assists Communications with Benefit Summaries.

10% Assists clients with escalated claims, billing, and/or policy issues. Documents all in Benefit Point.

10% Assists the BC in analysis and research of ongoing plan evaluations. Reviews all client renewals with the BC to check for appropriateness and assists in the recommendation process.

10% Attends client meetings with the BC to establish a working relationship with the client. Conducts employee benefit educational meetings for clients.

10% Under the direction of the Benefits Consultant, ensures that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption. Communicates and documents major issues and changes. Stays on top on “next steps”. Ensures that submission and all applicable documents are processed accurately and timely.

10% Understands and stays abreast of changes in employee benefits, including plan designs, available riders, legislation, and emerging trends. Shares this knowledge with clients and others at HUB. Attends training opportunities, reads and shares industry knowledge, regularly participates in coursework to either earn or maintain professional designations.

10% Keeps team informed and communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work. Positively influences the team members; using the HUB Fundamental 5 Values, offers encouragement and praise, promotes engagement, and builds good working relationships. Ensures team is following timeline.

5% Acts as client’s advocate with carriers and vendors. Always has client’s best interest at heart.

5% Update all renewal outcomes in Benefit Point including any changes to the main business screen and all policy lines.

III. Reporting/Accountability

Reports to:

Vice President of Client Services

Knowledge/Experience Required

College degree preferred.

A working knowledge of employee benefit plans, understanding HMOs, PPOs, HSAs, indemnity plans, as well as ancillary coverage such as life, disability, dental and voluntary insurances is preferred.

Skilled in Microsoft Office products with emphasis on Excel and PowerPoint.

Previous experience in benefits, finance or human resources preferred.

An earned Georgia Life and Health license.

V. Skills/Abilities Required

Excellent communication and presentation skills (listens, speaks, and writes well); able to interact effectively with people of various responsibility and authority (employees, key contacts, execs, etc.). Highly organized. Able to manage a multitude of details (including paperwork); proactive while juggling these issues. Possess a natural inclination to reach out, build relationships, and uncover issues before the client calls HUB. Very comfortable with typical business technology including voicemail, e-mail, word processing, spreadsheets, and presentation software. Be able to take direction from BC & follow through and complete tasks.

VI. Physical Requirements/Miscellaneous

Valid Driver’s License. Reliable vehicle. There are no physical requirements for the position.

This position description is not intended to be all-inclusive, but to provide a general scope of the person and the position, outlining the primary responsibilities, reporting structure, and knowledge/strengths/abilities required to succeed. It is not a contract.

Department Account Management & Service

Required Experience:

Required Travel:

Required Education:

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at .

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