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HUB International · 3 months ago

Senior Account Manager - Employee Benefits

Chicago, IL

Full-time

Hybrid

Mid, Senior Level

$80K/yr - $120K/yr

3+ years exp

HUB International is one of the world’s largest insurance brokers, dedicated to providing tailored insurance solutions to clients. The Employee Benefits Senior Account Manager will manage a book of business, maintain client relationships, and support client retention while coordinating day-to-day service for employee benefits clients.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

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

Qualification

Client facing experienceSelf-funding plansL&H LicenseAgency Management systemsProficiency using MS Excel’s degreeAccount Management experienceProject management

Required

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

Proficiency using MS Excel