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Employee Benefits Account Manager
HUB International. Assist the Producer with day-to-day business needs .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing employee benefit plans, including HMO, PPO, and HSAs, while effectively communicating with clients and carriers. Proficient in utilizing Microsoft Office tools to prepare presentations and analyze benefit scenarios.
Highest-signal resume keywords
Employee Benefit Plans KnowledgeMicrosoft Excel ProficiencyClient Communication SkillsLouisiana Life And Health LicenseBenefits Analysis And Research
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Employee Benefit PlansClaims ManagementData AnalysisSpreadsheet PreparationPresentation Development
Soft Skills
Client AdvocacyMentoringTeam CollaborationProblem Solving
Tools & Technologies
Microsoft PowerPointBenefit PointAgencyware
Certifications & Qualifications
Louisiana Life And Health License
Industry Keywords
HMOPPOHSAIndemnity PlansLife InsuranceDisability InsuranceDental InsuranceVoluntary Insurance
About the role
Key responsibilities & impact- Assist the Producer with day-to-day business needs
- Use planning calendars and renewal timelines to manage census requests, client follow-up, carrier follow-up, RFPs, presentations, and related tasks
- Prepare spreadsheets, PowerPoints, contribution scenarios, and benefit summaries for clients and employees
- Assist clients with escalated claims, billing, and policy issues; document matters in Benefit Point
- Analyze and research ongoing plan evaluations
- Review client renewals with the Producer and assist with recommendations
- Attend client meetings and conduct employee benefit educational meetings
- Coordinate implementation and transition processes for carrier changes
- Communicate and document major issues, changes, and next steps
- Stay current on employee benefits, plan designs, riders, legislation, and emerging trends
- Share industry knowledge and participate in training and professional designation coursework
- Keep team members informed about client issues, renewals, and proactive work
- Act as client advocate with carriers and vendors
- Update renewal plan information in Agencyware, client files, spreadsheet templates, policy digests, and hospital grids
- Mentor the Internal Service Representative and support their growth and development
Requirements
What you’ll need- College degree preferred
- Working knowledge of employee benefit plans, including HMOs, PPOs, HSAs, indemnity plans, life, disability, dental, and voluntary insurance
- Skilled in Microsoft Office products, especially Excel and PowerPoint
- Previous experience in benefits, finance, or human resources preferred
- Earned Louisiana Life and Health license