Strategic Account Representative

Full job description

**IGNITE YOUR PASSION

IMPACT WHAT MATTERS

WHO WE ARE.** Breaking Boundaries for 25 years - and counting.

The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected. With more than 530 HUB offices across North America and ranked 5th among the world’s 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. 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.

WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US.

We have the competitive, exciting, and friendly work environment you are seeking. We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development _._ Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. We welcome ALL candidates and are proud of our wonderfully diverse employee population.

We are proud to be designated “Top Workplaces 2023” for the 4th consecutive year!!

“HUB LAOC is a place where I have every opportunity to share my voice and be part of the diverse culture in our organization. I feel very confident as my authentic self and know I have a place at HUB where my ideas and contributions are welcomed, valued, and respected.” Glenn - VP, Constituent Experience

“In my short time here at HUB, I have already had the privilege of working with some of the most outstanding coworkers! At HUB, no matter what your job title is every single person from the top down makes you feel like you have a voice and wants you to know that you are playing a crucial role in this company’s future. I love that HUB places so much value on building relationships with those you work with and recognizes the importance of communication and camaraderie in the workplace. I look forward to having many more years of being a part of the HUB family!” Clara – Client Service Associate

WE’LL TAKE CARE OF YOU.

We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals. Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401k plan and more!

THE OPPORTUNITY:
Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative insurance solutions.

The Strategic Account Representative works collaboratively with the Producer and Account Executive managing a book of small group clients (supports AEs on complex, large clients). Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.

Responsibilities:
Collaborates with Account Executive in delivering multi-year strategic plan.

Manages projects in concert with the client including, but not limited to, all vendor implementations.

Designs annual benchmarking reports and makes recommendations on strategy based on findings.

Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs.

Manages claims and coverage issue resolution for clients’ employees when elevated from HR or the MyBenefitsChampion call center.

Provides assistance with clients’ billing and eligibility audits, and on occasion may conduct these audits for clients independently.

Advises and guides clients in compliance matters.

Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices.

Creates employee benefit booklets using Microsoft Publisher software.

Develops open enrollment presentations in Microsoft PowerPoint software and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers.

Orders supplies from carriers, and reviews for accuracy.

Collaborates with Marketing Department on the distribution of MyBenefitsChampion communication materials.

Communicates MyBenefitsChampion utilization trends to clients.

Manages new carrier, plan or vendor implementation including benefits administration system build-out and project management.

Installs and regularly updates client specific data in data management system.

Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents.

Facilitates 5500 preparation with CPA and client.

Prepares master group files, client contact sheet, and maintains carrier files.

Assists in the RFP process as needed, such as proposal development including, preparing census, entering and updating pivotal information as needed, on-line quoting, and Marketing a group when requested.

Provides mentorship with Account Representatives, where applicable

WHAT YOU BRING TO THE TABLE:
Bachelor’s degree preferred

At least 3-5 years of related experience working as an Account Manager or Account Representative in the employee benefits arena (equivalent combination of education and experience is acceptable)

Small group experience required

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals

Ability to write routine reports and correspondence

Ability to speak effectively before groups of customers or employees of organization

Bilingual in English and Spanish a big plus

The expected salary range for this position is $16.90 to $80,000 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. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.

We want to meet you! Apply today and start your journey to a better tomorrow.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: Bachelor's degree (4-year 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.

EEOAA Policy

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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.