Employee Benefits Client Relationship Manager
Employee Benefits Client Relationship Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
- The Client Relationship Manager acts as a liaison between the client and insurance carriers for service enrollment claims and administration; constantly maintaining quality and service standards as it relates to accuracy timeliness and friendliness in all communications.
ESSENTIAL FUNCTIONS:
- Develop and maintain effective working relationships in liaison role with insurance company service partner contacts (such service and claim representatives) and client contacts.
- Confidentially assist with all claims matters and bring to resolution with proper documentation and follow up to the client; following HIPAA rules andHUB procedures.
- Keep Advisors and supervisor fully informed of all important activities on client accounts.
- Prepare for open enrollment meetings by creating enrollment kits Power Point presentation and any other required presentation materials.
- Schedule all Open Enrollment Meetings and Webinars.
- Update Online Enrollment system for Open Enrollment.
- Train employers on how to use online portal.
- Monitor outstanding enrollment in online portal and assist employees with getting enrolled.
- Present or assist with all Open Enrollment Meetings.
- Update the WRAP document SPDs Annual Notices & Exchanges Notices.
- Request Schedule As and confirm 5500 filings.
- Prepare Power Point for recording if applicable.
- Responsible for group submission; ensure employees are enrolled in the appropriate products as needed.
- Prepare and ensure accuracy of group enrollment.
- Make service/relationship calls as needed.
- Assist with ongoing enrollment and changes as necessary.
- Review weekly change reports and followup on any issues PATRA was unable to complete.
- Large project implementation such as online enrollment wellness programs etc.
- Manage online enrollment training and ongoing platform service for clients.
- Preparation of reports for clients or internal use as needed.
- Keep all information and meeting notations on accounts accurate and up to date in Brokerage Builder.
- Communicate to our clients Our Value Added Service.
- Other related duties as assigned.
- Works Closely with the Benefits & Financial Analyst.
ADDITIONAL DUTIES AND RESPONSABILITIES:
- Attends seminars professional meetings and conferences as requested.
- Communicates effectively and display a professional manner when dealing with supervisors coworkers clients and vendors.
- Work effectively as a team member participating actively and constructively.
REQUIRED KNOWLEDGE SKILLS AND ABILITIES:
- Must be selfdirected and able to complete projects with limited supervision.
- Ability to maintain confidentiality and discretion in all matters.
- Strong attention to detail and ability to selfcheck work.
- Excellent time management skills task oriented; excellent organizational skills; ability to prioritize work load.
- Enthusiastic attitude; cooperative team player; adaptable to new or changing circumstances.
- Professional demeanor; sensitive to client needs.
- Selfmotivated creative and innovative; excellent problem solving skills.
- Competent in the use of Word Excel. PowerPoint and other computer programs to prepare presentations forms and spreadsheets with speed and accuracy.
- Effective written and verbal communication skills.
- Strong presentation skills.
EDUCATION AND EXPERIENCE:
Bachelors degree or equivalent combination of education and experience.
SPECIAL REQUIREMENTS:
Florida Insurance License 215. Maintain continuing education credits.
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity national origin religion age color sex sexual orientation gender identity disability or veterans status or any other characteristic protected by local state or federal laws rules or regulations.
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Required Experience:
Manager
Employment Type
Full-Time
