Senior Client Relationship Manager, Employee Benefits - Potential for Hybrid Work

HUB International•Rockville, MD

3d•$95,000 - $125,000•Hybrid

About The Position

At HUB International, we are a community of entrepreneurs driven by purpose and passion, dedicated to helping individuals, families, and businesses protect what matters most through 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 global resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we leverage industry-leading technology, a collaborative culture, and centers of excellence to drive innovation. We are seeking a Senior Client Relationship Manager to join our Employee Benefits team in Rockville, MD. This role will support the Producer with client relations, service, sales, and administrative activities for new and existing group benefit accounts.

Requirements

Five years of experience in employee benefits account management; preferably at a broker agency.
Valid current Life/Health license required.
Familiarity with state and federal compliance regulations and industry trends/best practices.
Intermediate to advanced proficiency with Microsoft Office products.
Detail oriented with the ability to prioritize and multitask.
Excellent organizational, interpersonal, and written and verbal communication skills.
Outstanding customer service skills.
Ability to work independently, as well as, in a team environment.
High school or equivalent

Nice To Haves

Strong working knowledge of Agency Management Systems such as BenefitPoint, Brokerage Builder, EPIC.
Proficient in the use of virtual meeting software, such as Microsoft Teams, Zoom, and GotoMeeting.
Knowledge of underwriting principals, alternative funding arrangements and self-funding, a plus.
Ability to analyze claims and renewal data for large fully-insured and self-funded accounts.
College degree preferred but not required.
Bilingual abilities in English and Spanish.

Responsibilities

Responsible for client retention and building strong relationships with client personnel.
Maintain a thorough understanding of client’s business, insurance objectives, and benefit program.
Daily management of assigned client accounts, including claims questions, administrative issues, client requests, and technology needs.
Work independently and with the Producer, based on the client needs.
Market new business/renewal accounts, review quotes, prepare new business and renewal proposals/spreadsheets, reports and supplemental sales materials for presentation to prospects and clients.
Create and prepare open enrollment materials, communication pieces and PowerPoint presentations.
Conduct client presentations, renewal and open enrollment meetings, in the absence of the Producer.
Planning, implementation and carrier coordination of employee meetings for new/renewal plans, completion of new business/carrier change application forms and ensure a smooth implementation process.
Provide recap of meeting/conference call notes to Producer.
Responsible for maintaining current and accurate client information in the HUB Agency Management System, Benefit Point and/or BUS, for assigned clients.
Review compliance requirements with client and provide timely legislative updates.
Obtain claim reports for monthly, quarterly and/or semi-annual claims analysis, based on availability from carrier.
Responsible for implementation of Client Service Plan calls/quarterly meetings, mid-year reports, as deemed necessary.
Ensure clients with over 100 employees understand 5500 filing and compliance criteria.
Contribute to the enhancement of client services/sales and maintain a familiarity with industry developments and changes with insurance carriers and both Federal and State laws.
Attend and complete all training sessions required by HUB Corporate or Management.
Abide by all regulations, policies, work procedures and instructions.
Other responsibilities/duties as assigned or requested by Management.

Benefits

Medical, Dental, Vision and Prescription Drug Coverage
Health Plan Reimbursement Program
Health Savings Account (HSA)
401(k) Savings Plan
Employee Assistance Program (EAP)
Comprehensive Wellness Program
Flexible Spending Accounts (FSA)
Life and Disability Plans
Long-Term Care
Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Comprehensive Onboarding
Continuing Education
Flexible Work Arrangements
Dress for Your Day Dress-Code
Employee Resource Groups and Voices of HUB Employee Groups