Senior Account Manager Major Markets

Summary

The Senior Account Manager (SAM) works collaboratively with Team Leads, Producers, and Account Administrators to manage a book of large‑group employee benefits clients (1,000–5,000+ lives). The SAM serves as the day‑to‑day client contact, maintaining deep client and carrier relationships, supporting retention, and providing consultative service across fully insured, self‑funded, and level‑funded arrangements.

• Maintain and grow client relationships for major market accounts with complex, multi‑carrier benefit structures.
• Collaborate on multi‑year strategic plans, including plan design optimization, cost containment, and benchmarking for large‑group employers.
• Manage claims and coverage issue resolution when elevated from HR, navigating self‑funded plan administration and multi‑carrier environments.
• Advises clients on compliance matters (ACA, ERISA, COBRA, state mandates) and provides ongoing compliance reporting.
• Facilitate open enrollment preparation, including SBCs, disclosure notices, benefit booklets, and employee presentations/webinars when not handled by the Account Administrator or Account Executive.
• Manage new carrier, plan, or vendor implementations, including benefits administration system build‑out and project management.
• Handle renewal preparation, financial analysis of renewal offers, and carrier negotiations for large‑group accounts.
• Assist in the RFP process, including census preparation, online quoting, proposal development, and stop‑loss marketing.
• Provide benchmarking reports (annually, quarterly, or monthly) with claims experience analysis and peer comparisons.
• Assist with billing and eligibility audits; conduct audits independently when not handled by the Account Administrator.
• Perform contract review; facilitate SPD Wraps, Cafeteria/POP Plan documents, and 5500 preparation.
• Install and maintain client‑specific data in Benefit Point.
• Prepare master group files, client contact sheets, and carrier files.
• Provide mentorship to Account Administrators and Assistant Plan Analysts.
• Attend continuing education training and follow HUB Broker Standards.

• Active Life & Health License.
• Minimum 5 years of EB account management experience, preferably with large or major market accounts (500+ lives minimum).
• Knowledge of self‑funded and level‑funded plan arrangements.
• Client‑facing experience presenting to HR leadership at large employers.
• Proficiency in MS Excel.
• Ability to travel.

• Bachelor’s degree (4‑year degree).
• Experience with Benefit Point or comparable agency management systems.
• Industry designations (CEBS, GBA, RHU, or REBC).
• Experience with multi‑state employer groups or multi‑location accounts.

The expected salary range for this position is $80,000 to $120,000, influenced by skills, experience, location, and business line. HUB International offers comprehensive benefits: health/dental/vision/life/disability insurance, FSA, HSA, and 401(k) plans, paid‑time‑off (vacation, sick, personal days), bonuses (and equity/commissions for applicable positions).

HUB International Limited is an equal‑opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, veteran's status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.