Senior Account Manager – Employee Benefits, Major Markets

Role Overview

• 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 preparation
• Installs and maintains client-specific data in BenefitPoint
• 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

Requirements

• 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
• Bachelor’s degree (4-year degree) Preferred:
• Experience with BenefitPoint or comparable agency management systems
• Industry designations (CEBS, GBA, RHU, or REBC)
• Experience with multi-state employer groups or multi-location accounts

Benefits

• health/dental/vision/life/disability insurance
• FSA
• HSA and 401(k) accounts
• paid-time-off benefits such as vacation, sick, and personal days
• eligible bonuses, equity and commissions for some positions