Account Manager, Employee Benefits Kansas City, MO
General Description (SUMMARY, Scope, Purpose)
The Employee Benefits Account Manager (AM) services and maintains accounts while providing professional and prompt support to our clients, carrier representatives, vendor partners, and HUB colleagues. The AM also works independently, as well as cooperatively, with Producers and the entire client team to deliver all HUB services to assigned clients throughout the policy cycle. This role plays a key part in positively impacting customer satisfaction and will support the organic growth goals of the organization – whether through account rounding, cross-selling, or support in the development of new business.
ESSENTIAL DUTIES AND RESPONSIBILITIES
While acting as main, day to day point of contact for clients, responds both professionally and promptly to all inquiries.
Supports the Account Executive in executing strategies, facilitating the renewal process, preparing materials/reports, ensuring internal systems are up to date (Benefit Point and BUS) and managing/ coordinating client work across the account team.
Acts as liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, for example eligibility, billing, policy interpretation, and contract review.
Manages, organizes, and conducts client meetings when necessary.
Manage carrier changes with the client and ensures all necessary documentation (paper or electronic) is completed accurately and timely.
Key contributor of the critical path work for clients: Identify opportunities for cross-sell and up-sell of other HUB products and services.
Oversees open enrollment assistance and communications.
Manage new client or new line of coverage implementation.
Stays abreast of changes in the insurance industry and other external conditions that may impact clients.
Manage open items log - ensure outstanding items closed in timely manner.
May travel for client meetings up to 25% of the time.
work experience requirements
2 – 5 years of applicable Employee Benefits experience.
Strong ability to listen, discern, and prioritize with clients, colleagues and carrier representatives based on a thorough understanding of relevant issues.
Adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting
Strong written and oral communication skills
Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
Ability to utilize and be proficient in broker management systems
Strong organizational, problem solving and time management skills
Four-year college degree preferred
Licensing or certification Requirements
Relevant Employee Benefits licenses per state/regional statutes
Advanced professional designation highly desirable (e.g. CEBS, GBA, HIA, RHU, REBC)
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
To perform this job successfully, the incumbent 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. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: Some college (no degree)
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 athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
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Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.