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About the Role
Provides full-service account management to clients in the Employee Benefits Department. Independently manages accounts for all health and welfare plans including medical, dental, short and long term disability, vision, life/AD&D, travel accident, voluntary benefits and long term care, etc.
Responsibilities
- Serve as primary point of contact for complex, high-revenue key accounts, providing consultative guidance and proactive service
- Collaborate with the financial analytics team to interpret claims and utilization data and present strategic recommendations to clients
- Conduct in-depth self-insurance feasibility analysis and advise clients on funding strategy, including transitions between fully insured, level-funded, and self-funded arrangements
- Day to day contact with clients; develop and maintain strong relationships
- Resolve claims and administrative issues; act as liaison with insurance carriers and advocate for clients
- Design benefit plans in conjunction with client needs and financial resources
- Process renewals, including competitive bidding, cost effective plan design alternatives, and employee contribution scenarios
- Prepare spreadsheets, renewal presentations, summary plan descriptions, and employee communication materials
- Provide clients with periodic financial reports (monthly, quarterly, or annually) to assess plan performance and support renewal planning
- Coordinate timely delivery of Schedule A information for 5500 preparation, as appropriate
- Maintain and manage client information through HUB’s Agency Management System & data standards
- Support new business prospecting and participate in finalist presentations, as needed
- Analyze alternative funding arrangements and model financial impact scenarios for client decision-making
- Prepare claim utilization analysis on self-funded and large fully insured clients, as appropriate
- Secure stop-loss coverage for self-insured clients, as appropriate
Requirements
- Minimum of 5 years’ experience in brokerage, consulting, insurance company, or corporate benefits environment
- NYS LA&H License
- Experience working with financial analytics teams to develop data-driven client strategies and presentations
Skills
- Excellent analytical, problem-solving, and interpersonal skills
- Excellent verbal and written communications skills
- Computer literate in Microsoft Office; highly detail-oriented and able to multi-task
- Advanced proficiency in Microsoft Excel, including pivot tables, V and XLOOKUPs, and financial modeling
- Comprehensive knowledge of self-insured funding arrangements, stop-loss structures, and applicable regulatory requirements
Location
- New York, NY
Work Type
- Hybrid
Experience Level
- 5-7 years of relevant experience
- Senior
Education Level
- College degree or equivalent work experience
- Bachelor's degree (4-year degree)
Salary/Compensations
- $160,000 to $178,000
Benefits
- Medical, Dental, Vision, and Prescription Drug Coverage
- Health Plan Reimbursement Program
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
- 401(k) Savings Plan
- Life and Disability Plans
- Long-Term Care
- Employee Assistance Program (EAP)
- Comprehensive Wellness Program
- Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
- Low-Cost Loan Program and Student Loan Resources
- Vacation, Holiday, Sick, and Personal Time Off
- Flexible Work Arrangements
- Dress for Your Day Policy
- Comprehensive Onboarding and Continuing Education
- 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
About the Company
- At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs.
- In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies.
- We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance.
- We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services.
- HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America.
- We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career.
- Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here.
- Your work has purpose. And your potential has no ceiling.
- We would love for you to explore what is possible at HUB International.
Equal Opportunity
- HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
- HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at HUBRecruiting@HUBInternational.com. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.
- HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.