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, andprovide 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, yetevolves 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