Client Relationship Manager - Employee Benefits

HUB International•Manchester, NH

2d•Hybrid

About The Position

Responsible for assisting the Producer and Client Relationship Analyst with client relations and service, sales, and administrative activities of new and existing group benefit accounts. HUB International is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions.

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.
High school or equivalent

Responsibilities

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.