Senior Account Manager - Employee Benefits

About HUB

HUB advises businesses and individuals on preparing for the unexpected. A leading insurance broker, HUB focuses on protecting its clients' interests through advocacy and tailored insurance solutions.

Why Choose HUB?

Our dynamic work environment offers a competitive salary, continuous learning opportunities, and a supportive culture that values employee growth and development.

Job Summary

The Employee Benefits Senior Account Manager collaborates with Team Leads, Producers, and Account Administrators to manage a book of business. They maintain client relationships, support client retention, and understand client needs. They also coordinate and deliver multi-year strategic plans, manage projects, and provide various services to clients.

• Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs
• Collaborates on delivering multi-year strategic plan
• Manages projects in concert with the client, including vendor implementation
• Provides benchmarking reports to clients (annually, quarterly, or monthly)
• Manages claims and coverage issue resolution for clients' employees when elevated from HR
• Provides assistance with clients' billing and eligibility audits, and on occasion may conduct these audits for clients independently if not handled or escalated by Account Administrator
• Advises and guides clients in compliance matters and sends monthly reports to client as needed
• Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices, when not completed by Account Administrator
• Creates employee benefit booklets, when not completed by Account Administrator
• If there is no Account Executive on the team, develops open enrollment presentations and conducts benefits webinars and/or records Brainshark presentations for employees and HR Managers
• Orders supplies from carriers, and reviews for accuracy
• Manages new carrier, plan or vendor implementation including benefits administration system build-out and project management
• Installs and regularly updates client specific data in BenefitPoint
• Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents
• Facilitates 5500 preparation
• Prepares master group files, client contact sheet, and maintains carrier files
• Handles Renewal Prep
• Aids in the RFP process as needed, such as proposal development including preparing census, entering and updating pivotal information as needed, on-line quoting, and marketing a group when requested
• Coordinates client contact changes with Producer/Account Executive
• Organizes client meetings with other team members
• Makes sure the client is aware of the resources that HUB offers
• Attends industry related continuing education training and courses

Qualifications

• Life, Accident and Health Insurance License required
• Bachelor's degree in a related field, or an equivalent combination of education, certifications, training, and relevant professional experience
• 7-10 years of related experience working as an Account Manager or Account Representative in the employee benefit arena
• Experience with Agency Management systems preferred
• Proficiency using MS Excel

Pay Range

The expected salary range for this position is $80,000 to $118,000 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.

Benefits

HUB International offers comprehensive benefits and total compensation packages, including health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Equal Opportunity Employer

HUB International 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.