Client Relationship Manager - Employee Benefits
About The Position
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. We are proud to be that kind of company, and the recognition we have earned reflects it. 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. We currently have an opportunity for an Client Relationship Manager to join our Employee Benefits team in our Wilmington, MA office on a Hybrid work schedule.
Requirements
- Three years’ experience in employee benefits account management.
- Life/Health license required.
- Knowledge of underwriting principals, 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/best practices.
- Proficiency with Microsoft Office products.
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
- 2-5 years of relevant experience
Responsibilities
- Responsible for client retention, building relationships with key client personnel.
- Acquire a thorough understanding of client’s business, insurance objectives, and benefit program.
- Provide timely legislative updates to clients.
- Technical and daily management of client accounts including claims questions, administrative issues, client requests and keep Producer/CRA informed of status.
- Provide recap of meeting/conference call notes to CRA/Producer.
- Preparation of final proposals, benchmark reports and supplemental sales materials for presentation to prospects and clients.
- 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.
- Responsible for notification form to Revenue Coordinator within effective date of change.
- Responsible for compliance audits in conjunction with Compliance Officer.
- Obtain claim reports and conduct monthly, quarterly and/or semi-annual claims analysis as decided by Producer.
- Responsible for client 5500 criteria, submission of worksheets, previous filing to Wrangle.
- Follow up with SAR/signature ready copies to client, obtain final 5500 copy for files.
- Responsible for implementation of Client Service Plan calls/quarterly meetings, mid year reports.
- Contribute to enhancement of client services/sales, be well informed and maintain a familiarity with industry trends.
- 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
Mid Level
Education Level
High school or GED
