Senior Client Relationship Manager - Employee Benefits

HUB International•Wilmington, MA

3d•$68,500 - $121,900•Hybrid

About The Position

At HUB International, we are a community of entrepreneurs driven by purpose and passion, helping 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, HUB offers a unique blend of big-company resources and entrepreneurial spirit, with over 20,000 professionals across 570+ offices in North America. We are looking for a Senior 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

Five 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 the 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 the effective date of change.
Conducting compliance audits in conjunction with the Compliance Officer.
Obtaining claim reports and conducting monthly, quarterly, and/or semi-annual claims analysis as decided by the Producer.
Managing client 5500 criteria, submission of worksheets, and previous filing to Wrangle.
Following up with SAR/signature ready copies to the client, and obtaining the 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.