Client Relationship Manager - Employee Benefits

Hub International Insurance • Wilmington, MA

2d

About The Position

The Client Relationship Manager assists the Producer and Client Relationship Analyst with client relations and service, sales, and administrative activities for new and existing group benefit accounts. The role is responsible for retaining clients, building relationships with key client personnel, understanding clients’ businesses and benefit objectives, and managing day-to-day account needs. It also supports proposals, employee communications and meetings, carrier coordination, compliance activities, claims analysis, and account implementation and renewal work.

The position requires three years of employee benefits account management experience and a Life/Health license. The expected salary range is $54,933 to $80,000; compensation may vary based on skills, experience, work location, and the position’s business line, scope, and level. HUB offers training, licensing support, development opportunities, and comprehensive compensation and benefits, subject to eligibility and variation by employment status, role, and location.

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.
• Ability to work in a team environment.

Responsibilities

• Retain clients and build relationships with key client personnel.
• Develop a thorough understanding of 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 and 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 changes within the effective date.
• Conduct compliance audits 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 and worksheets, submit prior 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 enhancing client services and sales, and maintain familiarity with industry trends.
• Perform other responsibilities or duties assigned or requested by Management.

Benefits

• Health, dental, vision, life, and disability insurance; FSA and HSA accounts; and 401(k) accounts.
• Paid time off, including vacation, sick, and personal days.
• Eligible bonuses, equity, and commissions for some positions.
• Retirement savings matching.
• Company-paid life and disability plans.
• Paid parental leave.
• Wellbeing program.
• Structured training, licensing support, and ongoing development opportunities.

What This Job Offers

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