Senior Client Relationship Manager, Employee Benefits - Potential for Hybrid Work
About The Position
At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it. We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career. Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling. We would love for you to explore what is possible at HUB International. We currently have an opportunity for a Senior Client Relationship Manager to join our Employee Benefits team in our Annapolis, MD office on a hybrid work schedule. The selected individual will be responsible for assisting the Producer with client relations and service, sales, and administrative activities of new and existing group benefit accounts.
Requirements
- Seven years of experience in employee benefits account management; preferably at a broker agency.
- Valid current Life/Health license required.
- Working knowledge of state and federal benefits compliance regulations and industry trends/best practices.
- Intermediate to advanced proficiency with Microsoft Office products.
- Detail-oriented with the ability to manage competing priorities, multiple clients, and concurrent deadlines with accuracy and consistency.
- Excellent organizational and interpersonal skills with strong written and verbal communication abilities.
- Ability to present information clearly and professionally across all formats and audiences.
- 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, or EPIC.
- Proficient in the use of virtual meeting software, such as Microsoft Teams, Zoom, and GotoMeeting.
- Knowledge of self-funding, alternative funding, and/or underwriting basics
- Ability to analyze claims data for large fully-insured and self-funded accounts.
- College degree preferred but not required.
- Bilingual abilities in English and Spanish.
Responsibilities
- Serve as the primary day-to-day contact for assigned client accounts, building trusted, long-term relationships by maintaining a thorough understanding of each client's business, insurance objectives, and employee benefits program.
- Manage all aspects of assigned accounts independently and in partnership with the Producer, including claims inquiries, administrative issues, client requests, and technology needs.
- Market new business and renewal accounts, analyze carrier quotes, and prepare proposals, comparison spreadsheets, reports, and supplemental sales materials for presentation to clients and prospects.
- Lead open enrollment planning and execution, including the development of employee communications, presentations, and carrier coordination; conduct client meetings and presentations independently in the absence of the Producer.
- Coordinate new and renewal plan implementations, including completion of carrier change application forms and management of all carrier and client touchpoints to ensure a seamless transition.
- Stay current on federal and state regulatory requirements, provide clients with timely legislative updates, and ensure clients with 100 or more employees understand Form 5500 filing obligations and compliance criteria.
- Obtain and analyze monthly, quarterly, and semi-annual claims reports based on carrier availability; deliver mid-year reports and Client Service Plan reviews as determined appropriate for each account.
- Maintain accurate and current client information in BenefitPoint in accordance with HUB standards.
- Provide meeting and conference call recaps to the Producer following all client interactions.
- Contribute to the continuous improvement of client services and sales practices; maintain familiarity with industry developments, carrier changes, and applicable legislation.
- Complete all training required by HUB Corporate or Management and adhere to all company regulations, policies, procedures, and instructions.
- Perform other duties as assigned or requested by Management.
Benefits
- Medical, Dental, Vision, and Prescription Drug Coverage
- Health Plan Reimbursement Program
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
- 401(k) Savings Plan
- Life and Disability Plans
- Long-Term Care
- Employee Assistance Program (EAP)
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
