Client Relationship Manager, Employee Benefits - Potential for Hybrid Work
About The Position
Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. Explore your future with HUB International. Let’s grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you. We currently have an opportunity for a Client Relationship Manager to join our Employee Benefits team in our Rockville, MD office. The selected individual will be responsible for assisting the Producer with client relations and service, sales, and administrative activities of new and existing group benefit accounts.
Requirements
- Two years of experience in employee benefits account management; preferably at a broker agency.
- Valid current Life/Health license required.
- Working knowledge of state and federal benefits compliance regulations and industry trends/best practices.
- Intermediate to advanced proficiency with Microsoft Office products.
- Detail-oriented with the ability to manage competing priorities, multiple clients, and concurrent deadlines with accuracy and consistency.
- Excellent organizational and interpersonal skills with strong written and verbal communication abilities.
- Ability to present information clearly and professionally across all formats and audiences.
- Ability to work independently, as well as, in a team environment.
Nice To Haves
- Strong working knowledge of Agency Management Systems such as BenefitPoint, Brokerage Builder, or EPIC.
- Proficient in the use of virtual meeting software, such as Microsoft Teams, Zoom, and GotoMeeting.
- Knowledge of self-funding, alternative funding, and/or underwriting basics
- Ability to analyze claims data for large fully-insured and self-funded accounts.
- College degree preferred but not required.
- Bilingual abilities in English and Spanish.
Responsibilities
- Serve as the primary day-to-day contact for assigned client accounts, building trusted, long-term relationships by maintaining a thorough understanding of each client's business, insurance objectives, and employee benefits program.
- Manage all aspects of assigned accounts independently and in partnership with the Producer, including claims inquiries, administrative issues, client requests, and technology needs.
- Market new business and renewal accounts, analyze carrier quotes, and prepare proposals, comparison spreadsheets, reports, and supplemental sales materials for presentation to clients and prospects.
- Lead open enrollment planning and execution, including the development of employee communications, presentations, and carrier coordination; conduct client meetings and presentations independently in the absence of the Producer.
- Coordinate new and renewal plan implementations, including completion of carrier change application forms and management of all carrier and client touchpoints to ensure a seamless transition.
- Stay current on federal and state regulatory requirements, provide clients with timely legislative updates, and ensure clients with 100 or more employees understand Form 5500 filing obligations and compliance criteria.
- Obtain and analyze monthly, quarterly, and semi-annual claims reports based on carrier availability; deliver mid-year reports and Client Service Plan reviews as determined appropriate for each account.
- Maintain accurate and current client information in BenefitPoint in accordance with HUB standards.
- Provide meeting and conference call recaps to the Producer following all client interactions.
- Contribute to the continuous improvement of client services and sales practices; maintain familiarity with industry developments, carrier changes, and applicable legislation.
- Complete all training required by HUB Corporate or Management and adhere to all company regulations, policies, procedures, and instructions.
- Perform other duties as assigned or requested by Management.
Benefits
- Medical, Dental, Vision and Prescription Drug Coverage
- Health Plan Reimbursement Program
- Health Savings Account (HSA)
- 401(k) Savings Plan
- Employee Assistance Program (EAP)
- Comprehensive Wellness Program
- Flexible Spending Accounts (FSAs)
- Life and Disability Plans
- Long-Term Care
- Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
- Low-Cost Loan Program and Student Loan Resources
- Vacation, Holiday, Sick, and Personal Time Off
- Comprehensive Onboarding
- Continuing Education
- Flexible Work Arrangements
- Dress for Your Day Dress-Code
- Employee Resource Groups and Voices of HUB Employee Groups
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
