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Newport Beach

    Account Representative, Employee Benefits - Newport Beach, United States - HUB International

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    Description
    **IGNITE YOUR PASSION

    IMPACT WHAT MATTERS**WHO WE ARE. Breaking Boundaries for 25 years - and counting.


    The world is rapidly changing, and HUB is here to advise businesses and individuals on how to prepare for the unexpected.

    With more than 530 HUB offices across North America and ranked 5th among the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions.

    Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

    WE LOVE OUR PEOPLE & OUR PEOPLE LOVE US.

    We have the competitive, exciting, and friendly work environment you are seeking.

    We strategically position our employees for longevity and success by investing in their future and providing continuous opportunities for growth and development .

    Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

    We welcome ALL candidates and are proud of our wonderfully diverse employee population.

    We are proud to be designated "Top Workplaces 2023" for the 4th consecutive year

    "HUB LAOC is a place where I have every opportunity to share my voice and be part of the diverse culture in our organization. I feel very confident as my authentic self and know I have a place at HUB where my ideas and contributions are welcomed, valued, and respected." Glenn - VP, Constituent Experience

    "In my short time here at HUB, I have already had the privilege of working with some of the most outstanding coworkers At HUB, no matter what your job title is every single person from the top down makes you feel like you have a voice and wants you to know that you are playing a crucial role in this company's future. I love that HUB places so much value on building relationships with those you work with and recognizes the importance of communication and camaraderie in the workplace. I look forward to having many more years of being a part of the HUB family" Clara – Client Service Associate

    WE'LL TAKE CARE OF YOU.

    We care about our people, and we mean it.

    We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help you reach your health, retirement, and professional goals.

    Our suite of benefits includes PPOs, HMO, HSA, FSA, vision coverage, dental coverage, pet insurance, paid time off, a generous 401k plan and more


    THE OPPORTUNITY:


    Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most.

    Through a robust network of resources, you will be amongst some of the industry's top talent to help guide and support our customer's needs and provide them with innovative insurance solutions.

    The Account Representative, Employee Benefits, works collaboratively with the service team to manage a book of business.

    Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships, and understanding client needs.

    Serves as day-to-day contact and provides resolution for client questions and issues.


    Essential Duties and Responsibilities:
    Essential Duties and Responsibilities

    Assists with the design of annual benchmarking reports and strategy recommendations based on findings.

    Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs.

    Serves as day-to-day contact and provides resolution for client questions and issues.

    Responds to all phone calls and inquiries within 24 hours of receipt.

    Assists with the management of claims and coverage issue resolution.

    Provides assistance with clients' billing and eligibility audits.

    Advises and guides clients in compliance matters.

    Educates clients on all Value Added Services.

    Assists with the preparation of open enrollment (OE) packets including Employee Guides, SBCs, and disclosure notices.

    Develops open enrollment presentations in Microsoft PowerPoint and assist with benefits webinars for employees and HR Managers.

    Orders supplies from carriers, and reviews for accuracy.

    Collaborates with the Marketing Department on the creation and distribution of communication materials.

    Assists with the management of new carrier, plan, or vendor implementation including benefits administration system build-out and project management.

    Installs and regularly updates client-specific data in data management system.

    Performs contract review and facilitates the preparation of SPD Wraps, Cafeteria, and POP Plan documents.

    Facilitates 5500 preparation with CPA and client.

    Prepares master group files, and client contact sheets, and maintains carrier files.

    WHAT YOU BRING TO THE TABLE:
    Bachelor's degree preferred, relevant work experience accepted.

    1-2 years of related benefits experience

    Ability to speak effectively in front of clients and their employees

    Teamwork – Supports everyone's efforts to succeed

    Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information

    Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed

    Demonstrates attention to detail


    The expected salary range for this position is $16.90 to $23.00 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.

    HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

    TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.

    We want to meet you Apply today and start your journey to a better tomorrow.

    Department Account Management & Service

    Required Experience: 1-2 years of relevant experience


    Required Travel:
    No Travel Required


    Required Education:
    Bachelor's degree (4-year degree)


    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 veteran's 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

    EEOAA Policy

    E-Verify Program

    We endeavor to make this website accessible to any and all users.

    If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

    Hi, we're HUB.

    In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.


    When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.


    And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

    About HUB International


    Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.

    From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.

    For more information, please visit


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