Client Relationship Manager -- Employee Benefits
About The Position
About HUB Join our Stevie Award Winning Team at HUB International! When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 570+ offices across North America. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture. We currently have an opportunity for a Client Relationship Manager -- Employee Benefits . SUMMARY OF RESPONSIBILITIES : Responsible for client relations, service, sales, and administrative activities of new and existing select group benefit accounts.
Requirements
- Three years’ experience in employee benefits account management.
- Life/Health license required.
- Familiarity with state and federal compliance regulations and industry trends/best practices.
- Proficiency with Microsoft Office products.
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
- Knowledge of underwriting principals, alternative funding arrangements and self-funding.
Responsibilities
- Responsible for client retention, building relationships with key client personnel.
- Acquire a thorough understanding of client’s business, insurance objectives, and benefit program.
- Technical and daily management of client accounts; including claims questions, administrative issues, client requests while keeping internal partners informed of status.
- Planning, implementation, and carrier coordination of employee meetings for new/renewal plans, completion of new business/carrier change application forms and confirmation of carrier enrollment materials.
- Prepare communications, open enrollment memos, PowerPoint presentations.
- Preparation of final proposals, benchmark reports and supplemental sales materials for presentation to prospects and clients.
- Contribute to enhancement of client services/sales, be well informed and maintain a familiarity with industry trends.
- Responsible for compliance audits in conjunction with Compliance Officer.
- Obtain claim reports and conduct monthly, quarterly and/or semi-annual claims as needed.
- Responsible for implementation of Client Service Plan calls/quarterly meetings, mid year reports.
- Provide recap of meeting/conference call notes.
- Responsible for notification form to Revenue Coordinator within effective date of change.
- Provide timely legislative updates to clients.
- Other responsibilities/duties as assigned or requested by Management.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
