Account Coordinator
HUB International is a leading global insurance and employee benefits broker, and they are seeking a detail-oriented and proactive Account Coordinator to join their Employee Benefits team. In this mid-level role, you will manage and support day-to-day operations for a portfolio of client accounts, ensuring smooth processes and exceptional client service.
Responsibilities
- Manage daily communication with assigned client accounts, ensuring timely and effective service delivery
- Respond promptly and professionally to service needs of clients and the account management team. Communicate via email, phone, and video conferencing
- Occasional need to attend onsite client meetings with team
- Gain expertise in and utilize Employee Navigator and BenefitPoint systems to manage employee benefits
- Provide training to HR users on operating benefit administration systems
- Maintain electronic filing and required data in agency management systems
- Prepare basic census data using Excel for carrier coordination
- Support Account Managers with enrollment needs for assigned accounts
- Resolve carrier discrepancies for automated lines of coverage
- Address discrepancies from third-party enrollers promptly and accurately
- Coordinate with carriers to establish portal access for new groups
- Oversee the enrollment census process with multiple carriers
- Process close-outs with carriers on tight deadlines
- Conduct and finalize close-out audits within 45 days of the renewal date
- Prepare deliverables and marketing materials to distribute to clients
Skills
- High school diploma
- 1-2 years of experience within client facing administration or management
- Preference for experience in employee benefits, human resources, insurance, or a related field
- Life, Accident, and Health Insurance License (or ability to obtain within 1 year of employment)
- Bachelor's degree
- Prior experience with benefit administration platforms (Employee Navigator, BenefitPoint, or similar)
Benefits
- Medical/dental/vision/life insurance
- 401k matching program
- Health Savings Account funding and voluntary insurance options
- Professional development and learning opportunities
- Growth opportunities within a growing organization
- A motivated, collaborative team environment
Company Overview