Account Manager, Employee Benefits at HUB International in Tulsa, OK

Job description

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here. Primary Role: The Employee Benefits Account Manager (AM) works collaboratively with the Consultant and Account Administrator (AA) managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by owning the annual renewal and marketing process, maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact alongside Account Managers, Consultant, and AA and provides resolution for client questions and issues. Duties and Responsibilities: Leads and Executes the full renewal & RFP process, such as proposal development including preparing census, entering and updating pivotal information as needed, on-line quoting, and Marketing a group when requested Maintains a strong relationship with HUB’s GA partner and processes ancillary marketing through the partnership and performs quality assurance reviews of their work. Create & review marketing presentation for all client benefits Manages new carrier, plan or vendor implementation and project management Prepares master group files, client contact sheet, and maintains carrier files Executes timely and accurate new client onboarding Manages routine client requests, builds and maintains client relationships, helps support client retention, maintains strong carrier relationships, and understands client needs Provides exceptional service, to the expectations of our Client Service Standards Manages claims and coverage issue resolution for clients’ employees when elevated from HR, understands when to escalate complex issues Provides assistance with clients’ billing and eligibility audits, and on occasion may conduct these audits for clients independently if not handled or escalated by Account Administrator Advises and guides clients in compliance matters and sends monthly reports to client as needed Creates employee benefit booklets, when not completed by Account Administrator If there is no Account Executive on the team, develops open enrollment strategy, conducts benefits presentations and/or records presentations for employees and HR Managers as requested by clients Performs contract review and supports preparation of SPD Wraps, Cafeteria and POP Plan documents Communicates & collaborates with other HUB teammates (producers, centralized teams, and super regional teams) Makes sure the client is aware of the resources that HUB offers Attends industry related continuing education training and courses Maintains accurate client specific data in BenefitPoint Maintains HUB’s client tracking system Provide mentorship with Account Administrator were applicable Must follow HUB Broker Standards Key Competencies: To perform the job successfully, an individual should demonstrate the following competencies: Teamwork – Supports all organizational departments in a collaborative effort for everyone to succeed Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies w