Strategic Account Representative

Position Overview The Strategic Account Representative assists the producer and account executive team in managing a book of small group employee benefits clients, ensuring superior service, client retention, carrier relationships, and compliance. Responsibilities Collaborate with the Account Executive to deliver multi‑year strategic plans. Manage client projects, including vendor implementations. Design annual benchmarking reports and recommend strategy based on findings. Maintain client relationships and support retention efforts. Handle claims and coverage issue resolution for employees. Assist with billing and eligibility audits, and conduct audits independently when required. Advise clients on compliance matters. Facilitate preparation of open‑enrollment packets and disclosure notices. Create employee benefit booklets using Microsoft Publisher. Develop open‑enrollment presentations in PowerPoint and conduct employee and HR webinars. Order carrier supplies and review them for accuracy. Work with Marketing on the distribution of communication materials. Communicate utilization trends to clients. Manage new carrier, plan, or vendor implementation, including benefits administration system build‑out. Install and update client‑specific data in the data management system. Perform contract review and facilitate preparation of SPD Wraps, Cafeteria, and POP plan documents. Facilitate Form 5500 preparation with CPA and client. Prepare master group files, client contact sheets, and maintain carrier files. Assist in the RFP process: proposal development, census preparation, online quoting, and marketing of groups. Provide mentorship to Account Representatives where applicable. Qualifications Bachelor’s degree (preferred) or equivalent experience. 3–5 years of related experience as an account manager or representative in the employee benefits arena (small group experience required). Skill to read and interpret safety rules, operating and maintenance instructions, and procedure manuals. Strong writing skills for routine reports and correspondence. Ability to speak effectively before groups of customers or employees. Bilingual in English and Spanish is a plus. Salary $16.90 to $80,000 annually, based on skills, experience, location, and business line. Benefits Health, dental, vision, life, and disability insurance FSA, HSA, and other financial wellness programs Paid time off and holiday schedule 401(k) plan with generous contributions Bonus potential and equity opportunities for select positions Pet insurance Various supportive programs and resources Required Experience 2–5 years of relevant experience. Required Travel No travel required. Required Education Bachelor’s degree (4‑year degree). Equal Employment Opportunity HUB International Limited is an equal‑opportunity and affirmative action employer that does not discriminate on the basis of race, ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or veteran status, or any other characteristic protected by local, state, or federal laws, rules or regulations. The EEO is the Law poster is available at: #J-18808-Ljbffr