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 

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 

 

Summary 

The Employee Benefits Senior Account Manager works collaboratively with the Team Leads, Producer, and Account Administrator managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships, and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues. 

Job Duties 

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, but not limited to, all vendor implementation 

Provides benchmarking reports to client (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 

Assists 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 

Provide mentorship with Account Administrator/Assistant Plan Analyst were applicable 

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 

Must follow HUB Broker Standards 

Qualifications 

Bachelor’s degree required (4-year degree) 

3-5 years of related experience working as an Account Manager or Account Representative in the employee benefit arena (equivalent combination of education and experience is acceptable). 

Knowledge of self-funding plans 

Client facing experience 

L&H License required 

Experience with Agency Management systems preferred 

Proficiency using MS Excel 

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Up to 25%

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

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

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