Client Relationship Manager - Employee Benefits
About The Position
HUB International is seeking a Client Relationship Manager to join its Employee Benefits team in the Manchester, New Hampshire office on a hybrid work schedule. The role supports the Producer and Client Relationship Analyst with client relations and service, sales, and administrative activities for new and existing group benefit accounts. It focuses on retaining clients, building relationships with key client personnel, understanding clients’ businesses and benefit objectives, and coordinating technical and day-to-day account service. The position also supports client meetings, plan implementation and renewals, claims analysis, compliance, and sales materials. The Client Relationship Manager keeps clients and internal colleagues informed, contributes to service and sales improvements, and stays familiar with industry trends. Other duties may be assigned or requested by management.
Requirements
- Three years of experience in employee benefits account management.
- Life/Health license required.
- 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 and best practices.
- Proficiency with Microsoft Office products.
- Excellent organizational, interpersonal, and communication skills, and ability to work in a team environment.
Responsibilities
- Retain clients and build relationships with key client personnel; understand each client’s business, insurance objectives, and benefit program.
- Provide clients with timely legislative updates.
- Manage client accounts technically and day to day, including claims questions, administrative issues, and client requests; keep the Producer and Client Relationship Analyst informed of status.
- Provide meeting and conference-call notes to the Client Relationship Analyst and Producer.
- Prepare final proposals, benchmark reports, and supplemental sales materials for prospects and clients.
- Plan and implement employee meetings for new and renewal plans, coordinate with carriers, complete new-business and carrier-change application forms, and confirm carrier enrollment materials.
- Prepare client communications, open enrollment memos, and PowerPoint presentations.
- Notify the Revenue Coordinator of effective-date changes within the required timeframe.
- Conduct compliance audits in conjunction with the Compliance Officer.
- Obtain claim reports and conduct claims analyses monthly, quarterly, or semi-annually as determined by the Producer.
- Manage client Form 5500 criteria, submit worksheets and previous filings to Wrangle, follow up on SAR/signature-ready copies with clients, and obtain final Form 5500 copies for files.
- Implement Client Service Plan calls and quarterly meetings, and prepare mid-year reports.
- Contribute to improvements in client services and sales, remain informed, and maintain familiarity with industry trends.
- Perform other responsibilities or duties 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; retirement savings matching is also mentioned.
- Life and disability plans, including company-paid life and disability plans.
- Long-term care.
- Employee Assistance Program (EAP).
- Comprehensive wellness program and wellbeing 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; generous paid time off is also mentioned.
- Flexible work arrangements.
- Dress for Your Day policy.
- Comprehensive onboarding and continuing education, including structured training, licensing support, and ongoing development opportunities.
- Paid parental leave.
- Eligible bonuses, equity, and commissions for some positions.
- Collaborative culture, mentorship, and opportunities for career growth.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
