Senior Account Manager - RPW

Hub International Insurance•Wilmington, MA

2d•Hybrid

About The Position

HUB International is seeking a Senior Account Manager to join their RPW team in Wilmington, MA. This role is responsible for servicing retirement plans, ensuring compliance with IRS and ERISA regulations, preparing government reporting, providing plan reporting to sponsors and participants, conducting plan reviews, and maintaining positive client relationships. HUB International is a large insurance brokerage with a focus on investing in its people and fostering a culture of belonging. They offer a broad range of insurance, retirement, and wealth management products and services.

Requirements

Bachelor’s Degree or equivalent experience.
Five years of relevant work experience.
ASPPA credentials QKA, QPA or similar professional designation.
Ability to multitask, prioritize and adhere to deadlines.
Must be self-motivated, detail oriented, well organized and able to work in a team environment.
Proficiency with Microsoft Office products.
Excellent organizational, interpersonal, verbal, and written communication skills, and ability to work in a team environment.

Nice To Haves

Working knowledge of ASC pension software, preferred.

Responsibilities

Build and foster relationships with clients.
Effectively communicate in a professional manner with clients, participants, auditors, vendors, and other professionals.
Research and answer questions regarding business transactions that could impact Plan setup and compliance (i.e., controlled groups, mergers, acquisitions, etc.).
Manage assigned own case load with minimal supervision, including: Plan design and Document review, Data collection and analysis, Completion of all compliance testing (i.e., top heavy, 410(b), 402(g), ADP/ACP, 401(a)(4), 415), Calculation of Employer contributions (i.e., match, profit sharing, new comparability), Reconciliation of plan assets.
Preparation of Form 5500 and other filing requirements.
Assist clients with Plan audits.
Support clients with day-to-day plan transactions (i.e., loans, distributions, QDRO’s, contribution submissions, vesting calculations, corrections).
Prepare and provide to clients any notices or employee communication.
Annual or periodic due diligence reporting and review with clients.
Frequent client visitation.
Must attain and maintain an ASPPA CPC designation.

Benefits

Medical, Dental, Vision, and Prescription Drug Coverage
Health Plan Reimbursement Program
Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
401(k) Savings Plan
Life and Disability Plans
Long-Term Care
Employee Assistance Program (EAP)
Comprehensive Wellness Program
Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Flexible Work Arrangements
Dress for Your Day Policy
Comprehensive Onboarding and Continuing Education