Senior Account Manager - Employee Benefits

HUB International•Downers Grove, IL

4d•$90,000 - $120,000

About The Position

The Employee Benefits Senior Account Manager works collaboratively with Team Leads, the Producer, and the Account Administrator to manage a book of business. The role coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, sustaining strong carrier relationships, and understanding client needs. The Senior Account Manager serves as the day-to-day contact and resolves client questions and issues. The role also manages client projects and implementations, supports compliance and renewal activity, prepares client materials and reports, and coordinates with internal team members. The position requires a Life, Accident and Health Insurance License and at least 3–5 years of related employee benefits account management or representative experience. HUB describes its work environment as collaborative and growth-oriented and offers training, licensing support, development opportunities, and a comprehensive compensation and benefits package. The expected salary range is $90,000 to $120,000.

Requirements

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 demonstrating the knowledge, skills, and abilities required for the role.
Minimum of 3–5 years of related experience as an Account Manager or Account Representative in the employee benefits arena.
Knowledge of self-funding plans.
Client-facing experience.
Proficiency using MS Excel.

Nice To Haves

Experience with Agency Management systems preferred.

Responsibilities

Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs.
Collaborates on delivering a multi-year strategic plan.
Manages client projects, including vendor implementation.
Provides benchmarking reports to clients annually, quarterly, or monthly.
Manages claims and coverage issue resolution for clients’ employees when issues are elevated from HR.
Assists with clients’ billing and eligibility audits and may conduct these audits independently when they are not handled or escalated by the Account Administrator.
Advises and guides clients on compliance matters and sends monthly reports as needed.
Facilitates preparation of open enrollment packets, including SBCs and disclosure notices, when not completed by the Account Administrator.
Creates employee benefit booklets when not completed by the Account Administrator.
When 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 them 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 preparation of Form 5500 filings.
Prepares master group files and client contact sheets and maintains carrier files.
Handles renewal preparation.
Assists with the RFP process as needed, including proposal development, census preparation, entering and updating information, online quoting, and marketing a group when requested.
Provides mentorship to Account Administrators and Assistant Plan Analysts where applicable.
Coordinates client contact changes with the Producer or Account Executive.
Organizes client meetings with other team members.
Ensures clients are aware of HUB resources.
Attends industry-related continuing education training and courses.
Follows HUB Broker Standards.