Employee Benefits CSI Marketing Specialist

HUB International; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

A leading global insurance and employee benefits broker seeks an Employee Benefits Carrier Placement Specialist to manage project aspects for Group Health benefit renewals. This role requires strong analytical and organizational abilities to support self-funded medical plans, ensuring timely and accurate client renewals to enhance customer service and satisfaction.

Benefits

Competitive salaries and benefits offerings

401k matching program

Generous PTO Package

Wellness Program

Qualifications

• 1-3 years of experience in employee benefits, particularly with self-funded plans.
• Strong knowledge of employee benefit plans and current legislation.
• Excellent written and verbal communication skills.

Responsibilities

• Manage end-to-end Group Health benefits renewal process for clients.
• Create and manage proposals for Account Executives.
• Assist in the underwriting process and maintain organized filing systems.

Skills

Analytical skills

Organizational skills

Technical skills

Client service mentality

Communication skills

Education

Bachelor's degree from an accredited university

High School Diploma

Tools

Microsoft Office

Adobe Acrobat Standard

Job description

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

SUMMARY:

The Captive & Self- Insurance Employee Benefits Carrier Placement Specialist is an analytical and administrative position responsible for the end-to-end project management of Group Health benefit renewals for an assigned block of clients. The assigned block of clients is specifically focused on clients who engage in a self-funded medical plan. The EB Carrier Placement Specialist ensures that all renewals are completed on time, accurately and completely. Renewal tasks include gathering and managing all of the necessary information to build, analyze and present the renewal including Eligibility Audits, Risk Assessment Questionnaires (RAQs), EE censuses, and obtaining the quotes from various insurance carriers. Renewal tasks also include gathering and managing all necessary information to complete stop loss and ASO renewals for all self-funded clients and managing any Stop Loss, TPA or PBM transitions. The EB Carrier Placement Specialist analyzes the carrier quotes and creates presentations that clearly displays the renewal data, in turn, uses this data to create the renewal presentation materials for the Account Executive (AE).

Once the renewal decision is made, the EB Carrier Placement Specialist gathers the benefit information including benefit summary information and enrollment forms for the client’s employees to make their election decisions.The EB Carrier Placement Specialist ensures a smooth transition from the renewal process to the client service department for ongoing service.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Managing the end-to-end annual Group Health benefits renewal process for an assigned block of clients
• Requesting and managing the RFP and quote process with the various insurance carriers
• Manage medical only renewal process for expanded block of self-insured clients
• Manage stop loss, TPA and/or PBM transitions for existing self-insured clients
• Creating and managing spreadsheets to effectively display and communicate the quote information received from the various insurance carriers
• Working with their aligned Account Executives (AE) to create a recommendation plan to present to clients
• Creating and managing all proposals for the AE to present to our clients
• Assisting the AE with the underwriting process including working with the various insurance carriers and clients
• Assisting the Sales Representatives with medical quoting, enrollment and takeover paperwork
• Maintains organized filing systems
• Ordering and preparing insurance carrier documentation including enrollment materials and provider booklets
• All other duties and special projects as assigned

REQUIREMENTS:

• 1-3 years of experience in employee benefits including a strong knowledge of employee benefit plans, ancillary coverages, and current legislation
• Strong knowledge of self-funded medical plans preferred
• Highly organized, technical and analytical skills
• Ability to operate independently and in a team setting
• Client service mentality with active listening skills and able to effectively communicate with clients, team members, and management
• Very comfortable with typical business technology including voicemail, e-mail, word processing, spreadsheets, and presentation software
• Proficient with using Microsoft Office products especially Excel, Outlook, and Publisher. Must also be comfortable with Adobe Acrobat Standard
• Valid Life/Health Insurance Producer License preferred
• Excellent written and verbal communication skills

Licensing or Certification Requirements:

• Bachelor’s degree from an accredited university preferred; High School Diploma required
• Travel negligible. Must be willing to travel within the Carolinas.
• LA&H License preferred. Must have or be willing to obtain a NC/SC Life and Health Insurance License within 60 days of employment.

Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: Negligible Required Education: Bachelor's degree (4-year degree)

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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