Employee Benefits Account Manager- Select

The Employee Benefits Account Manager markets and services accounts in accordance with company objectives and procedures; complements advisor responsibilities for new business development and existing client perpetuation, and is expected to maintain a book of accounts based on location practice.

In this role, you will :

• Assist EB Advisor with request for insurance coverage quotes from insurance companies for organizational groups (business, nonprofits, etc.).
• Complete comparisons, benefit / cost analysis and reports for advisor’s and team’s review and discussion per established procedures and practice.
• Policy data entered into electronic system accurately and kept current within time guidelines established by procedure and practice.
• On renewals, process changes or amendments to coverage / policy during and after policy review and application process. Oversee internal activity in posting, handling and filing to ensure accurate and timely completion.
• Responsible to communicate with other team members and assist advisor to ensure timely follow-up on group and individual renewal dates. Regularly maintain and follow-up on x-dates with broker 45-60 days prior to renewal dates.
• Responsible for maintenance of proper documentation and timely follow-up for resolution with insurance companies and insureds on problems with policy services, claims or coverage concerns.
• Assist advisor in insurance business, quotes, and other such matters as may be directed from time to time by established procedures and practice.
• Respond to inquiries from insureds on changes or amendments to coverage / policy.
• Schedule with advisor quarterly reviews of group insurance status, needs, and problem resolution – whether in person or by mail / fax / phone.
• Timely print-out, review and distribute information and reports (changes, quotes, commissions, etc) on status and activity on individual and group plans to ensure prompt attention and appropriate involvement by broker.
• Prepare and maintain accurate quote comparison sheets on each insurance company for review and use in determining coverage costs and benefits.
• Key detailed claims activity and costs into electronic programs as established by internal procedures and practice. Properly and timely complete all data entry monthly for report generation to self-funded groups.
• Maintain proper documentation and filing of correspondence and activity with insurance company and insured on problem claims. Provide some training to those who assist in tracking and resolution of claims issues.
• Internal correspondence on active work assignments responded to and kept current with advisors, other member and management on a regular and consistent basis.
• Perform routine review and analysis of documentation, insurance applications and policy issuance files for accuracy and completeness.
• Maintain knowledge of all lines of coverage.
• Follow agency procedures and insurance company regulations.
• Maintain awareness of market conditions, changes, and current legislation.
• Attend meeting as scheduled. Follow-up identified and work assigned to update and complete work in progress and records information.
• Perform other specific duties and projects as assigned by management.
• Provide training / mentoring to Customer Service Representatives.

What you offer us :

Department Account Management & ServiceRequired Experience : 2-5 years of relevant experienceRequired Travel : NegligibleRequired Education : High school or equivalent

HUB International Limited is an equal opportunity 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.

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