Senior Account Manager - 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 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   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 that demonstrates the knowledge, skills, and abilities required for success in the role. 7-10 years of years of related experience working as an Account Manager or Account Representative in the employee benefit arena Knowledge of self-funding plans  Client facing experience  Experience with Agency Management systems preferred  Proficiency using MS Excel  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. HUB International is proud to offer comprehensive benefit and total compensation packages: 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. Department Account Management & Service Required Experience: 5-7 years of relevant experience Required Travel: No Tr