Client Relationship Manager - Employee Benefits

Hub International Insurance•Manchester, NH

1d•Hybrid

About The Position

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. We invest deeply in our people, empowering them to learn, grow, and make an impact. As one of the world’s largest insurance brokers and a 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. We are looking for a Client Relationship Manager to join our Employee Benefits team on a Hybrid work schedule. This role is 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.

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, and communication skills.
Ability to work in a team environment.
High school or equivalent education.

Responsibilities

Client retention and building relationships with key client personnel.
Acquiring a thorough understanding of client’s business, insurance objectives, and benefit program.
Providing timely legislative updates to clients.
Technical and daily management of client accounts including claims questions, administrative issues, and client requests, keeping Producer/CRA informed of status.
Providing 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.
Preparing communications, open enrollment memos, and PowerPoint presentations.
Notification to Revenue Coordinator within effective date of change.
Compliance audits in conjunction with Compliance Officer.
Obtaining claim reports and conducting monthly, quarterly, and/or semi-annual claims analysis as decided by Producer.
Client 5500 criteria, submission of worksheets, previous filing to Wrangle, and follow up with SAR/signature ready copies to client, obtaining final 5500 copy for files.
Implementation of Client Service Plan calls/quarterly meetings, and mid-year reports.
Contributing to the enhancement of client services/sales, staying well-informed and maintaining familiarity with industry trends.
Other responsibilities/duties as assigned or requested by Management.