Client Relationship Manager nurturing high value accounts at PGI, a consultancy enhancing digital resilience for clients. Building long - term strategies and strengthening client relationships for sustainable growth.
About the role
- Employee Benefits Senior Account Manager at HUB International assisting Producer with daily business operations. Bridging gap between Producer and service team for client needs and policy issues.
Responsibilities
- An Employee Benefits Senior Account Manager assists the Producer in the day-to-day needs of the business
- Utilizes the planning calendar and renewal timeline to ensure the following items are handled timely: census requests, client follow up, carrier follow up, sending RFP’s, preparing presentations, and other items as necessary
- In coordination with the Producer, prepares spreadsheets, PowerPoints, and contribution scenarios to display and communicate appropriate information for presentation to client and employees based on Producers’ recommendations and requests
- Checks all work for accuracy
- Questions validity of presentation content and ensures data/information is appropriate, logical and organized
- Develops and/or assists Communications with Benefit Summaries
- Assists clients with escalated claims, billing, and/or policy issues
- Documents all in Benefit Point
- Analyze and research of ongoing plan evaluations
- Reviews all client renewals with the Producer to check for appropriateness and assists in the recommendation process
- Attends client meetings with the Producer to establish a working relationship with the client
- Conducts employee benefit educational meetings for clients
- Under the direction of the Producer, ensures that the implementation and transition processes for all carrier changes are handled smoothly with minimal disruption
- Communicates and documents major issues and changes
- Stays on top on "next steps"
- Ensures that submission and all applicable documents are processed accurately and timely
- Understands and stays abreast of changes in employee benefits, including plan designs, available riders, legislation, and emerging trends
- Shares this knowledge with clients and others at HUB
- Attends training opportunities, reads and shares industry knowledge, regularly participates in coursework to either earn or maintain professional designations
- Keeps team informed and communicates thoroughly and clearly with all team members concerning client issues, renewals, and proactive work
- Positively influences the team members; using the HUB Fundamental 5Values, offers encouragement and praise, promotes engagement, and builds good working relationships
- Ensures team is following timeline
- Acts as client’s advocate with carriers and vendors
- Always has client’s best interest at heart
- In coordination with the Internal Service Representative, updates and maintains the following: Documentation of renewal plan information in Agencyware (Internal database system); client files as changes are implemented; spreadsheet templates, policy digests and hospital grids
- Acts as mentor for ISR. Assists in their growth and development through constant communication and instruction
Requirements
- College degree preferred
- A working knowledge of employee benefit plans, understanding HMOs, PPOs, HSAs, indemnity plans, as well as ancillary coverage such as life, disability, dental and voluntary insurances is preferred
- Skilled in Microsoft Office products with emphasis on Excel and PowerPoint
- Previous experience in benefits, finance or human resources preferred
- An earned Louisiana Life and Health license
Benefits
- 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
- Paid Parental Leave
- 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
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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