Senior Account Manager - Employee Benefits, Major Markets
Indexed description
We Are The Perfect Fit If You
- are seeking a progressive work environment at a rapidly growing organization
- have a desire to help others protect their future
- have an entrepreneurial spirit and are challenged by the opportunity to grow the business
- 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
- believe in integrity and building success by developing relationships with others
Job Duties
- Maintains and grows client relationships for major market accounts with complex, multi-carrier benefit structures
- Collaborates on multi-year strategic plans including plan design optimization, cost containment, and benchmarking for large-group employers
- Manages claims and coverage issue resolution when elevated from HR, navigating self-funded plan administration and multi-carrier environments
- Advises clients on compliance matters (ACA, ERISA, COBRA, state mandates) and provides ongoing compliance reporting
- Facilitates open enrollment preparation including SBCs, disclosure notices, benefit booklets, and employee presentations/webinars when not handled by Account Administrator or Account Executive
- Manages new carrier, plan, or vendor implementations including benefits administration system build-out and project management
- Handles renewal preparation, financial analysis of renewal offers, and carrier negotiations for large-group accounts
- Assists in the RFP process including census preparation, online quoting, proposal development, and stop-loss marketing
- Provides benchmarking reports (annually, quarterly, or monthly) with claims experience analysis and peer comparisons
- Assists with billing and eligibility audits; conducts independently when not handled by Account Administrator
- Performs contract review; facilitates SPD Wraps, Cafeteria/POP Plan documents, and 5500 preparation
- Installs and maintains client-specific data in BenefitPoint
- Prepares master group files, client contact sheets, and carrier files
- Provides mentorship to Account Administrators and Assistant Plan Analysts
- Attends continuing education training; follows HUB Broker Standards
- Active Life & Health License
- Minimum 5 years of EB account management experience, preferably with large or major market accounts (500+ lives minimum)
- Knowledge of self-funded and level-funded plan arrangements
- Client-facing experience presenting to HR leadership at large employers
- Proficiency in MS Excel
- Ability to travel
- Bachelor’s degree (4-year degree)
- Experience with BenefitPoint or comparable agency management systems
- Industry designations (CEBS, GBA, RHU, or REBC)
- Experience with multi-state employer groups or multi-location accounts
Department Account Management & Service
Required Experience: 5-7 years of relevant experience
Required Travel: No Travel Required
Required Education: Bachelor's degree (4-year degree)
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.
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