Senior Employee Benefits Account Manager

HUB International

Senior Employee Benefits Account Manager providing assistance to Strategic Account Executive with client inquiries and compliance. Engaging with various stakeholders to ensure smooth operations and implementation.

Posted 7/25/2026full-timeEden Prairie • Minnesota, New York • 🇺🇸 United StatesSenior💰 $80,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client and carrier communication, compliance with federal and state regulations, and the ability to manage and educate on benefit plans. Proficient in drafting documentation and conducting training sessions while maintaining confidentiality and attention to detail.

Highest-signal resume keywords

Client CommunicationCompliance ManagementBenefit Plan AdministrationMinnesota Life And Health LicenseCritical Thinking

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Plan Document ReviewForm 5500 FilingERISA Requirements CoordinationAdministrative Service AgreementsClient File Management

Soft Skills

Strong Communication SkillsInterpersonal SkillsMulti-taskingOrganizational SkillsTeam Player

Certifications & Qualifications

Bachelor's DegreeMinnesota Life And Health License

Industry Keywords

Benefit InsuranceEmployer GroupsClient MeetingsEmployee EducationConfidential Information

About the role

Key responsibilities & impact

Serve as the point of contact for client and carrier inquiries and provide a response to the inquiry in a timely manner ensuring accuracy.
Create and maintain internal client files and records as needed, ensuring compliance with company policies and federal and state regulations.
Attend and participate in client meetings with the Strategic Account Executive, serving as s a Subject Matter Expert (SME) for procedural and administrative matters.
Review plan documents (master application, master policy, summary plan description, administrative service agreements, etc.) ensuring information is complete and free of errors.
Draft a variety of communication/education documents to be sent to the client announcing new plans or changes to existing plans.
Conduct employee meetings or webinars to educate client’s employees.
Works with clients and carriers to ensure the plan implementation paperwork and enrollment process for renewals and/or changing carriers is completed accurately and in a timely manner.
Coordinate and research client ERISA and other legislative plan requirements.
Work with Project Analyst to prepare Form 5500 filings on client welfare benefit plans and instructs client on filing procedures and guidelines.
Providing training and support to clients in regard to administrative procedures that are provided for the clients from the carriers, ensuring the training is appropriate for the target audience.

Requirements

What you’ll need

Bachelor's degree from an accredited college or university preferred
Prior broker experience with employer groups of 100+ employees, benefit/insurance customer service and/or account administration, or related field preferred
Minnesota Life and Health License
Must be a critical thinker, with strong communication, interpersonal, multi-tasking, and organizational skills.
Excellent verbal and written communication skills
The preferred candidate is a team player with a great attitude, self-motivation and the ability to work in a fast-paced environment.
Must be thorough, detail-oriented and is responsible for working with confidential information
Ability to accommodate immediate requests, perform under short deadlines and coordinate multiple jobs
Ability to function independently with minimal supervision.