Client Relationship Manager, Employee Benefits - Potential for Hybrid Work

HUB International • Rockville, MD

5d • $70,000 - $95,000

About The Position

HUB International is hiring a Client Relationship Manager to join its Employee Benefits team in the Rockville, Maryland office. The role assists the Producer with client relations and service, sales, and administrative activities for new and existing group benefit accounts. The position is responsible for retaining clients, building relationships, managing assigned accounts, supporting renewals and new business, and coordinating benefit plan implementations. The posting notes potential for hybrid work but does not specify a definitive workplace arrangement.

Requirements

• Three years of experience in employee benefits account management; preferably at a broker agency.
• A valid, current Life/Health license.
• Familiarity with state and federal compliance regulations and industry trends and best practices.
• Intermediate to advanced proficiency with Microsoft Office products.
• Attention to detail and ability to prioritize and multitask.
• Excellent organizational, interpersonal, written, and verbal communication skills.
• Outstanding customer service skills.
• Ability to work independently and in a team environment.

Nice To Haves

• Working knowledge of agency management systems such as BenefitPoint, Brokerage Builder, or EPIC.
• Proficiency with virtual meeting software such as Microsoft Teams, Zoom, and GoToMeeting.
• Knowledge of underwriting principles, alternative funding arrangements, and self-funding.
• Ability to analyze claims and renewal data for large fully insured and self-funded accounts.
• College degree; preferred but not required.
• Bilingual abilities in English and Spanish.

Responsibilities

• Retain clients and build strong relationships with client personnel, maintaining a thorough understanding of each client’s business, insurance objectives, and benefit program.
• Manage assigned client accounts daily, including claims questions, administrative issues, client requests, and technology needs, working independently or with the Producer as appropriate.
• Market new business and renewal accounts; review quotes; prepare proposals, spreadsheets, reports, and supplemental sales materials for prospects and clients; and discuss these with the Producer as needed.
• Create open enrollment materials, communication pieces, and PowerPoint presentations as needed.
• Conduct client presentations, renewal meetings, and open enrollment meetings in the Producer’s absence.
• Plan and implement employee meetings for new and renewal plans, coordinate with carriers, complete new business or carrier-change application forms, and help ensure smooth implementation.
• Provide the Producer with recaps of meeting and conference-call notes.
• Maintain current and accurate client information in HUB’s Agency Management System, Benefit Point, and/or BUS for assigned clients.
• Review compliance requirements with clients and provide timely legislative updates.
• Obtain carrier claim reports for monthly, quarterly, and/or semi-annual claims analyses, as available.
• Implement Client Service Plan calls or quarterly meetings and prepare mid-year reports as deemed necessary.
• Ensure clients with more than 100 employees understand Form 5500 filing and compliance criteria.
• Contribute to improving client services and sales, and remain familiar with industry developments, insurance-carrier changes, and Federal and State laws.
• Attend and complete training required by HUB Corporate or Management.
• Follow all regulations, policies, work procedures, and instructions.
• Perform other responsibilities or duties as assigned or requested by Management.

Benefits

• Comprehensive health, dental, vision, life, and disability insurance may be included in the total compensation package.
• Flexible spending accounts (FSA) and health savings accounts (HSA).
• 401(k) accounts and retirement savings matching.
• Paid time off, including vacation, sick, and personal days.
• Paid parental leave.
• Wellbeing program.
• Eligible bonuses, equity, and commissions for some positions.
• Structured training, licensing support, and ongoing development opportunities.
• Company-paid life and disability plans.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed