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). This individual 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.

Job Duties

• Maintains and grows client relationships for major market accounts with complex, multi-carrier benefit structures
• Collaborates on multi-year strategic plans including plan design optimization, cost containment, and benchmarking for large-group employers
• Manages 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
• Facilitates open enrollment preparation including SBCs, disclosure notices, benefit booklets, and employee presentations/webinars when not handled by Account Administrator or Account Executive
• Manages new carrier, plan, or vendor implementations including benefits administration system build-out and project management
• Handles renewal preparation, financial analysis of renewal offers, and carrier negotiations for large-group accounts
• Assists in the RFP process including census preparation, online quoting, proposal development, and stop-loss marketing
• Provides benchmarking reports (annually, quarterly, or monthly) with claims experience analysis and peer comparisons
• Assists with billing and eligibility audits; conducts independently when not handled by Account Administrator
• Performs contract review; facilitates SPD Wraps, Cafeteria/POP Plan documents, and 5500 preparations
• Installs and maintains client-specific data in Benefit Point
• Prepares master group files, client contact sheets, and carrier files
• Provides mentorship to Account Administrators and Assistant Plan Analysts
• Attends continuing education training; follows HUB Broker Standards

Qualifications

Required:

• 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

Preferred:

• Bachelor's degree in a related field, or an equivalent combination of education, certifications, training, and relevant professional experience that demonstrates the knowledge, skills, and abilities required for success in the role.
• 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 $120,000and will be impacted by factors such as the successful candidate9s skills, experience and working location, as well as the specific position9s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.