Account Manager (aka Client Relationship Manager) – Employee Benefits

HUB International•Manchester, NH

17d•$57,680 - $112,000•Hybrid

About The Position

We are looking for an Account Manager (aka Client Relationship Manager) to join our Employee Benefits team on a Hybrid work schedule. In this role, you'll serve as a key resource for clients and a collaborative partner to our Producers and Account Executives — managing the full scope of account service, retention, and day-to-day client experience. Each Account Manager is assigned to a small book of business.

Requirements

3+ years of experience in employee benefits account management.
Active Life/Health license required.
Solid knowledge of underwriting principles, alternative funding arrangements, and self-funding.
Ability to analyze claims and project renewals for self-funded and large fully insured accounts.
Familiarity with state and federal compliance regulations and industry trends.
Proficiency in Microsoft Office.
Strong organizational, interpersonal, and communication skills with a collaborative, team-oriented approach.
2-5 years of relevant experience
High school or equivalent

Responsibilities

Build and maintain strong relationships with client personnel, develop a deep understanding of each client's business, insurance objectives, and benefit program to drive retention.
Share timely legislative and compliance updates, keeping clients informed of relevant regulatory changes.
Manage the daily service needs of assigned accounts — including claims questions, administrative issues, and client requests — while keeping the Producer/AE informed of status.
Capture and distribute meeting and conference call notes to the Account Executive /Producer.
Prepare final proposals, benchmark reports, and supplemental sales materials for clients and prospect presentations.
Coordinate employee meetings for new and renewal plans, including carrier coordination, completion of new business/carrier change applications, and confirmation of enrollment materials.
Draft client communications, open enrollment memos, and PowerPoint presentations.
Submit notification forms to the Revenue Coordinator within effective dates of change.
Support compliance audits in partnership with the Compliance Officer.
Manage client 5500 responsibilities, including submission of worksheets and prior filings to Wrangle, and follow up on SAR/signature-ready copies.
Execute Client Service Plan calls, quarterly meetings, and mid-year reports.
Stay current on industry trends, best practices, and carrier developments to continuously enhance client service and support sales efforts.
Take on additional responsibilities as assigned by management.