Client Relationship Manager - Employee Benefits

Hub International Insurance•Manchester, NH

5d•Hybrid

About The Position

HUB International is hiring a Client Relationship Manager to join its Employee Benefits team in Manchester, New Hampshire, on a hybrid work schedule. The role supports the Producer and Client Relationship Analyst with client relationships and service, sales, and administrative activities for new and existing group benefit accounts. The manager is responsible for client retention and building relationships with key client personnel, while developing a thorough understanding of clients’ businesses, insurance objectives, and benefit programs. The role includes managing client accounts and requests, coordinating benefit plan implementations and employee meetings, preparing proposals and client communications, supporting claims analysis and compliance work, and maintaining account documentation. The position also contributes to client service and sales improvements and requires staying informed about industry trends. HUB offers training, licensing support, ongoing development, competitive pay, benefits, paid time off, and opportunities for career growth. The expected salary range is $54,933 to $93,000, depending on factors including skills, experience, work location, and position scope and level.

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

Support the Producer and Client Relationship Analyst with client relations and service, sales, and administrative activities for new and existing group benefit accounts.
Retain clients 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, client requests, and keeping 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 changes within the effective date.
Conduct compliance audits in conjunction with the Compliance Officer.
Obtain claim reports and conduct claims analyses at intervals determined by the Producer.
Manage client Form 5500 criteria and worksheets, submit 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 stay informed about industry trends.
Perform other responsibilities or duties as assigned or requested by Management.

Benefits

Medical, dental, vision, and prescription drug coverage.
Health Plan Reimbursement Program.
Health Savings Account and Flexible Spending Accounts.
401(k) savings plan.
Life and disability plans.
Long-term care.
Employee Assistance Program.
Comprehensive wellness 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.
Flexible work arrangements.
Dress for Your Day policy.
Comprehensive onboarding and continuing education.
Structured training, licensing support, and ongoing development opportunities.
Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans.
Paid parental leave.
Eligible bonuses, equity, and commissions for some positions.
Wellbeing program designed to support work/life balance.