Client Relationship Manager - Employee Benefits

HUB International•Wilmington, MA

3d•$54,933 - $80,000

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 supports client retention by building relationships with key client personnel and developing a thorough understanding of each client’s business, insurance objectives, and benefit program. It provides timely legislative updates and manages account questions, administrative issues, requests, and status communications. The position prepares proposals, benchmark reports, supplemental sales materials, client communications, enrollment materials, and presentations. It coordinates employee meetings and carrier activity for new and renewal plans, supports compliance audits and Form 5500 processes, and obtains and analyzes claim reports. The role also implements client service plan calls and quarterly meetings, prepares mid-year reports, and contributes to improved client services and sales by staying informed about industry trends.

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

Support client retention and build relationships with key client personnel.
Develop a thorough understanding of clients’ businesses, insurance objectives, and benefit programs.
Provide timely legislative updates to clients.
Manage client accounts, including claims questions, administrative issues, and requests, and keep the Producer and Client Relationship Analyst informed of status.
Prepare recaps of meeting and conference-call notes for 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.
Submit notification forms to the Revenue Coordinator within the effective date of a change.
Conduct compliance audits in conjunction with the Compliance Officer.
Obtain claim reports and conduct monthly, quarterly, and/or semi-annual claims analyses 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 enhancements in client services and sales, and maintain familiarity with industry trends.
Perform other responsibilities or duties as assigned or requested by Management.