Senior Account Manager

Job Duties

• Support Account Executive and Producer in servicing assigned book of benefits accounts, as well as manage certain benefits accounts autonomously
  
  

• Provide customer service for assigned accounts, which includes handling daily emails and phone calls from clients, vendors, and other team members
  
  

• Build and maintain client relationships
  
  

• Maintain electronic filing and required data in Benefit Point (agency management system)
  
  

• Identify opportunities for cross-sell and up-sell of HUB products and services when appropriate for the clients' needs
  
  

• Be knowledgeable of changes in the insurance industry; and regularly attend industry events, seminars, or conferences
  
  

• Act as liaison between clients and insurance carriers to resolve escalated service issues
  
  

• Manage, organize, and conduct client meetings when necessary
  
  

• Market renewals as required
  
  

• Participate or assist in the new business process
  
  

• Prepare, print, and, in some cases, deliver communication material to clients
  
  

• Review contracts, plan documents, and plan summaries for accuracy
  
  

• Prepare benchmark reporting
  
  

• Assist team members with compliance materials, including 5500s, wrap documents, and ACA reporting documents
  
  

• Assist clients with claims, billing, and other day to day service issues
  
  

Qualifications

• 5+ years of experience within employee benefits, human resources, or a related field
  
  

• High school diploma required, college degree preferred
  
  

• Proficiency in MS Office
  
  

• Excellent written and oral communication skills
  
  

• Excellent organizational and prioritization skills
  
  

• High attention to detail essential
  
  

• Proven ability to work independently and take leadership on accounts
  
  

• Proven ability to support new business development
  
  

• Proficiency presenting to clients and their employees
  
  

• Life, Accident, and Health Insurance License (or ability to obtain within three months of employment)
  
  

Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected salary range for this position is $70,000.00 $85,000.00 annually and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's 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.


This is a hybrid role, requiring three days per week in the office.

The posting end date is September15, 2026. This may change depending on the volume of applicants.

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

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 or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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