Employee Benefits Account Advisor

Job Description

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is the 5th 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/life insurance wand voluntary insurance options

Health Savings Account funding

401k matching program

Life and Disability Plans

Great work/life balance because that’s important for all of us!

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

SUMMARY:

Were looking for dynamic Account Advisor with a proven ability to solve complex problems and who are hungry for growth, change and strive for excellence. The ideal Account Advisor is highly strategic, diverse in capabilities and interest.

In this role, you will have ownership over the planning, project management, creation, and maintenance of the client relationship and the solutions need to enhance and optimize client success and workforce readiness. You will manage all aspects of the client engagement process to ensure it is telling a story that aligns with the financial goals of employers, employees, and our company.

The ideal candidate will be a true advocate of the growth of the business while also being high touch and hands on with the client. A requirement of analytical and mathematical aptitude is key. This position requires a consultative approach to customer satisfaction. We are looking for someone who can manage the client’s needs strategically and offer recommendations. We are high performing producers not order takers, we need people who thrive under pressure and chaos and who can work collectively to improve processes, procedures to ensure a high level of execution.

We need GO GETTERS!! Team members who understand the balance of getting it done while consulting and managing clients in achieving success. Though, our preference is for those who have a depth of knowledge in benefits management, administration, and financial planning. We are willing to train highly technical folks on the strategic aspects of the benefit strategy coupled with the financial positioning we offer for our clients and their employees. To perform this job successfully, an individual must be resourceful, able to figure things out with little guidance, high level problem solver and dynamic in their approach.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Managing the needs and expectations of the client in a proactive manner

Managing the renewal process

Create and preserve client online enrollment and communications websites with regards to plan designs, plan specific eligibility rules, employer specific rules, class structure, rates, payroll deductions, enrollment rules, EDI feed setup, and system auditing and testing.

Educating support team to ensure correct and efficient administration of the benefit offerings

Travel to client locations to facilitate educational meetings to explain benefit offerings, provide consistent new hire messaging and provide open enrollment assistance and coordinating with Benefit teams to ensure proper coverage for required education meetings and enrollments.

Designs and produces materials for client presentations and meetings

Keeps client appraised of compliance issues and changes that may affect the clients’ benefits

Responds to client inquiries and maintain documentation of issues and resolutions and provide ongoing support to the client.

Analyze and interpret claims experience to the client to indicate issues and determine ways to circumvent and mitigate the risk

Participate and facilitate finalist presentations and conduct site tours for prospective clients. • Sending requests for proposals to carriers

Analyzing carrier proposals and negotiating a program renewal business

Preparation of spreadsheets of recommended plan designs and rates

REQUIREMENTS

High School Diploma with 5-7 years successful benefits related experience, or equivalent combination of education and experience.

Must have organizational and problem-solving skills; have excellent client relationship; possess strong customer service orientation skills and be results driven.

Must possess a high level of integrity and dependability.

Must have knowledge of employee benefits options and possess appropriate insurance licensing.

Experience with MS Office with intermediate/advanced skills with MS Excel, or equivalent programs, and a working knowledge of employee benefits administration software applications.

Must be able to obtain insurance license.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

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 veterans 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 at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy (https://hubinternational.jobs/eeo/)

E-Verify Program

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