Associate Relationship Manager, Employee Benefits - Potential for Hybrid Work
About The Position
HUB International is seeking an Associate Relationship Manager to join their Employee Benefits team in Fredericksburg, VA. This role operates on a hybrid work schedule. The Associate Relationship Manager will support the Client Relationship Manager (CRM) and Producer by assisting with client relations, service, sales, and administrative tasks for both new and existing group benefit accounts. HUB International is a global insurance brokerage that focuses on helping individuals, families, and businesses protect and plan for their future through insurance, retirement, and wealth management products. They emphasize a supportive work culture, employee growth, and community involvement, as evidenced by various workplace awards.
Requirements
- One year experience in employee benefits account management.
- Life/Health license required within three months of employment.
- Proficiency with Microsoft Office products.
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
- High school or equivalent
Nice To Haves
- 1-2 years of relevant experience
Responsibilities
- Assist the CRM in client retention and building relationships with key client personnel.
- Acquire a thorough understanding of client’s business, insurance objectives, and benefit program.
- Assist the CRM in the daily management of client accounts including claims questions, administrative issues, client requests and keep CRM informed of status.
- Provide meeting /conference call notes to CRM, recapping key discussion points and action items.
- Prepare benchmark reports and supplemental sales materials for presentation to clients.
- Implementation and carrier coordination and completion of new business/carrier change application forms and confirmation of carrier enrollment materials.
- Implementation and renewal paperwork for HSA/HRA/FSA/COBRA.
- Review final employee documents for accuracy.
- Implement and coordinate value added services offered to client (ThinkHR, Choosewell, etc).
- Assist with the preparation of communications, benefit guides, open enrollment memos, PowerPoint Presentations and Brainsharks.
- Other responsibilities/duties as assigned or requested by Management.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
