Account Representative, Employee Benefits

About Hub

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of 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 that put our clients in control. 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.

WHY CHOOSE HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development _._ Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. 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 Are The Perfect Fit If You

• Are seeking a progressive work environment at a rapidly growing organization
• Believe in integrity and building success by developing relationships with others
• Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• Have a desire to help others protect their future
• Are focused on learning and development to enhance your industry knowledge and expertise
• Are a self-starter willing to invest time and energy to learn the technical aspects of our business

Job Summary

The Employee Benefits Account Representative will support our San Francisco, CA office and performs clerical and administrative tasks for the team to support the overall retention of accounts.

Duties & Responsibilities

• Order Client ID Cards
• Review employee enrollments/terminations/changes for accuracy and oversee process
• Obtain post-enrollment numbers for each plan
• Request Summaries, SBC and EOC and save in client file
• Prepare Master Applications, POP, COBRA & ERISA Wraps/SPD and SMM as requested
• Prepare Provider Directories
• 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
• Set-up HR Advocacy Tool, Legal Compliance Resources and Wellness value adds
• Gathering/preparing census data
• Review and scrub New Group Employee Applications, create list of pending items for Account Manager/Account Executive
• Make initial request for plan renewals from carriers
• Assist client with all billing issues including auditing and reconciliation
• Timely communication with Account Manager/Account Executive if unable to accommodate timeline due to requests from other team members
• Performs other duties and projects as assigned
• Maintain agency management system (BenefitPoint)
• Prepare Annual Legal Notices
• Facilitate Ben Admin/HRIS System Updates (Ease, ADP, Paylocity, etc)

Qualifications

• High School / GED
• Life & Health insurance license or wiliness to obtain within first 6-months
• 1-2 years administrative experience or equivalent combination of education & experience

Knowledge / Skills / Abilities

• Desire to learn and grow within the insurance industry
• Ability to effectively and professionally communicate orally and in writing with internal and external customers
• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately
• 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.
• Confidence and demeanor to effectively interact with all levels within the organization

Working Conditions and Physical Demands

• The person in this position frequently communicates with colleagues and clients both in person and on the telephone; must be able to communicate and exchange accurate information.
• This position primarily involves remaining in a stationary position for the majority of the workday.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

Change and Communications Consultant R0018560 In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of 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 that put our clients in control. 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.

About The Position

Join one of the top acquiring firms as a Change and Communications Consultant! We are seeking individuals who are passionate about leading others through organizational change, embrace applying proven methodologies to solve complex organizational problems, understand the nuances of effective change management, and use targeted communications practices to influence organization readiness.

Reporting to the Senior Manager, Training Operations, you will work with operations and IT teams to plan and facilitate adoption and communication strategies related to the implementation of a new ERP system being rolled out throughout our MGA/wholesale groups in Canada. You may also be asked to design and develop some learning solutions.

Role Description & Responsibilities

The Change and Communications Consultant serves in an integral function to enable change adoption approaches in key corporate initiatives. Using data-based decision-making, you will identify human factors which influence the organization’s ability to reach strategic goals and build effective communications strategies to inform, excite, and support HUB employees. Your ability to understand your audience and creatively design succinct yet engaging communications that provide clarity for all IT and operations initiatives will be critical. The intellectually curious will not find a dull moment in this role!

Primary Responsibilities

• Leverage the corporate change methodology framework by applying behavioral knowledge and
• Develop change and communications content for the MGA Canada ERP project workflow and process

developing evaluation tools to predict and assess the impact of change on the organization including workforce readiness, cultural influences/risks, and workforce efficiency

• Develop a core set of communication templates and information distribution processes to

standardize communications; educate project management teams on appropriate use

• Determine appropriate communication and engagement channels for impacted employee
• Proactively identify and formulate communication strategies that address issues which may impede an initiative; collaborate with peers to determine alternative solutions

groups, organizing appropriate information, creating content, and partnering across the project to drive and track adoption across the business

• Develop communication plans including the change “story” and the “why” behind the change
• Act as a change champion and promote corporate IT programs and initiatives

Requirements

• Experience working in a team-oriented, collaborative environment
• High technical aptitude
• Ability to travel throughout Canada over the next 3-4 years (with a focus on the Vancouver area to start)
• Highly self-motivated and directed
• Ability to present ideas in business-friendly and user-friendly language
• Current and valid passport
• Strong oral and written communication skills including the ability to leverage tools to build engaging communications and presentations (expertise with MS PowerPoint and MS Word a must)
• 3 + years’ experience delivering change management solutions; experience creating and implementing transformation in a consulting or industry change leadership role
• Ability to effectively prioritize and execute tasks in a high-pressure environment
• Excellent large and small group facilitation skills
• Bachelor’s degree in business management, I/O psychology, or human resources; advanced degree highly desired

Desired Qualifications

• Experience in training design and/or delivery
• Experience designing training solutions for ERP systems, preferably NetSuite
• Hands-on knowledge of enterprise ERP systems, preferably NetSuite
• Ability to travel to corporate office and/or hub locations, as needed
• Knowledge of the insurance industry, insurance brokerage operations, and insurance wholesale operations
• Certification in a change methodology

Department Information Technology

Required Experience: 2-5 years of relevant experience

Required Travel: Up to 25%

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

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 hubinternational.com.