Overview
Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Benefits Account Manager to join our team. This position will report to our agency located in Cranston, RI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a hybrid position, with 2 days in-office and 3 dates remote if desired.
Responsibilities:
- Create and update renewal activity in company database
- Work with the broker to review the client and identify potential issues or opportunities for cross-selling
- Work with benefit analyst to market the renewal and prepare the proposal
- Check the prepared proposal thoroughly, and ensure updates are made, as needed
- Help the broker set up the renewal meeting or call
- Print necessary materials for the broker for the renewal meeting
- Work with the broker to answer client questions about the renewal and provide updated exhibits, as needed
- Confirm the client’s renewal decision
- Order supplies, if necessary, to assemble OE folders for the broker
- Assist the client to complete Recertification paperwork when necessary
- Submit renewal paperwork to carriers
- Process all adds/terms/changes for open enrollment
- Submit carrier terminations as needed
- Close out Client Renewal no later than 10 days after the effective date
- Maintain and update Benefit Point and Image Right
- Maintain and navigate Employee Navigator portal with assistance from the National Practice Technology team
- Maintain and navigate the Cobra Point portal with assistance from the National Practice Administration team
- Account Managers communicate with client regularly regarding day-to-day service and renewals.
- Assist with claims issues, enrollment requests, employer or employee benefit questions, rate verification and eligibility issues
- Work with broker or team leader on responses to complicated / more involved issues and renewal strategy.
- Make and take client phone calls with a personable and helpful demeanor
- Keep open lines of communication with all stakeholders and make sure you are communicating when items are complete
- Provide timely and accurate guidance to clients on compliance topics and encourage them to attend seminars/webinars offered by National Practice Compliance and Medicare teams
- Account Managers are expected to learn the carriers and plan designs offered in the market they service, including level-funded and hybrid-funded options
- A working knowledge of consumer driven products such as HRA/FSA/HSA and the laws surrounding compliance with these products
Qualifications:
- Formal education in the form of an associate or bachelor’s degree is preferred, but not required.
- A minimum of 2-4 years working in an office setting is required.
- Candidates must be proficient users of the Microsoft Office suite, specifically Outlook, Word, and Excel, and must be comfortable and able to take incoming and make outgoing phone calls to clients and vendors.
- Applicants must be organized, efficient, and complete their work independently most of the time, but work collaboratively as part of a team, when needed.
- Applicant will be required to obtain an Accident, Health & Life Producer’s License within 1 year of hire date and maintain good standing through completion of continuing education credits every 2 years.
- A background in group benefits, human resources or customer service are a plus!
Benefits:
- Company Paid Life Insurance, Long-Term and Short-Term Disability.
- Medical, Dental, Vision and FSA/HSA plans.
- 401(k) with company match.
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.
- Generous PTO.
- An awesome team of professionals!
The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.
