Client Advocacy Service Team, Employee Benefits

**This is a hybrid role, requiring three days per week in the office.**

Duties and Responsibilities:

• Process new enrollments and terminations  

• Assist with carrier billing issues 

• Provide detailed answers to clients and their employees about group policies and products 

• Handle sensitive information with discretion 

• Problem solve claim issues and determine a resolution  

• Acquire working knowledge of BMS (Benefit Point) 

• Working knowledge of carrier websites 

• Provide high-quality customer service 

• Update client records on a regular basis 

• Communicate with carriers in gathering information regarding claim or eligibility issues 

• Answer phones and emails, providing information and receiving information  

• Input timely and accurate information/documentation in BMS (BenefitPoint) 

• Cross-train in various other areas 

• Assist with special projects, as assigned 

• Performs other duties as assigned 

• Must follow HUB Broker Standards 

Key Competencies:

To perform the job successfully, an individual should demonstrate the following competencies: 

• Team Work – Supports all organizational departments in a collaborative effort for everyone 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.  

• Quality Management – Demonstrates attention to detail.  

• Project Management – Ability to work with a team and adhere to deadlines  

Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

Experience and Education

• 1-2 years previous work experience related to group health insurance

• Minimum High School Diploma

• Bachelor’s Degree desired, but not required

• Must be able to pass a residential state Life & Health insurance exam within 120 days of employment if you do not already have one

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include Close vision and Distance vision. Some travel required by car to meet with clients and other outside events. 

Other Requirements:

Must hold a valid Driver’s License

Dependable transportation

Public Speaking/Language Skills:

• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively customers and teammates.
• Bilingual in English and Spanish a big plus.

Math Skills:

• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.

Reasoning Ability:

• Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Computer Skills:

• To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (BenefitPoint) for premium efficiency with your team.

HUB International Limited is an equal opportunity 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.

E-Verify Program

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