Associate Account Manager, Employee Benefits

HUB International; Sacramento (CA); On-site; USD 34,000 - 41,000; Full time

Job summary

HUB International Limited is seeking an Associate Account Manager to support Employee Benefits services. You will facilitate client relationships and coordinate with insurance carriers to ensure smooth policy management.

The role involves assisting with renewals, census data, RFPs, open enrollment, billing issues, and HRIS updates, with a focus on accuracy and client service. Ambition and teamwork are encouraged in a dynamic benefits environment.

Qualifications

• High School or GED; college degree preferred, 2-4 years benefits exp.
• Life & Health license or willing to obtain within 6 months.
• Experience in benefits administration or related field.

Responsibilities

• Makes initial requests for plan renewals from carriers.
• Gather census data for plans.
• Assist with RFP process and Open Enrollment materials.
• Maintain accurate client/account files; update HUB systems.
• Assist clients with billing issues including auditing and reconciliation.
• Obtain post-enrollment numbers for each plan.
• Prepare Annual Legal Notices; update HRIS systems.

Skills

Communication

MS Office

Outlook

Critical thinking

Customer service

Interpersonal skills

Math skills

Education

High School or GED

Benefits experience 2-4 yrs

License eligible (Life & Health)

Tools

MS Office

Outlook

Job description

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

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.

WORKNG 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.

WHY CHOOSE HUB?

• Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success.
• At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.
• Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.
• We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time.
• Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

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 poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent.

The expected salary range for this position is $25-$30/hr 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.

Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population.