Account Representative – Employee Benefits
| Company | HUB |
|---|---|
| Location | Westlake Village, CA, USA, Ventura, CA, USA, Santa Maria, CA, USA |
| Salary | $21 – $24 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- High School / GED
- 1-2 years administrative experience or equivalent combination of education & experience
- Ability to effectively and professionally communicate orally and in writing with internal and external customers
- Desire to learn and grow within the insurance industry
- Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately
- Confidence and demeanor to effectively interact with all levels within the organization
- Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly
- Computer skills: proficiency with Microsoft Office Suite and Outlook
- Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
Responsibilities
- Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
- Assists client with all billing issues including auditing and reconciliation.
- Adds and maintain Splits in agency management system (Benefit Point).
- Obtains post-enrollment numbers for each plan.
- Orders Client ID Cards.
- Prints open enrollment materials.
- Prepares open enrollment packets for client meetings.
- Prepares Annual Legal Notices.
- Prepares Master Applications, POP, COBRA & ERISA Wraps/SPD and SMM as requested.
- Prepares Provider Directories.
- Requests Summaries, SBC and EOC and save in client file.
- Reviews and scrubs New Group Employee Applications, create list of pending items for Account Manager/Account Executive.
- Reviews employee enrollments/terminations/changes for accuracy and oversee process.
- Communicates timely with Account Manager/Account Executive if unable to accommodate timeline due to requests from other team members.
- Facilitates Ben Admin/HRIS System Updates (Ease, ADP, Paylocity, etc).
- Sets-up HR Advocacy Tool, Legal Compliance Resources and Wellness value adds.
- Makes initial request for plan renewals from carriers.
- Gathers / prepares census data.
- Performs other duties and projects as assigned.
Preferred Qualifications
-
No preferred qualifications provided.