Client Relationship Manager, Employee Benefits Potential for Hybrid Work

Discover a Career That Empowers You Join HUB International!

At HUB International were more than just an insurance brokerage firm were 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. But we dont stop there we also invest deeply in our people.

Here your career is in your hands. Youll be empowered to learn grow and truly make an impact. Whether youre supporting a local business or helping a national client navigate complex risk youll be backed by the strength of a global firm and the heart of a regional team.

As one of the worlds largest insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20000 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.

Explore your future with HUB International. Lets grow together. If youre ready to be part of a company where your voice matters your work has purpose and your potential has no limits HUB is the place for you.

We currently have an opportunity for a Client Relationship Manager to join our Employee Benefits team in our Rockville MD office.

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.

Job Responsibilities:

• Responsible for client retention and building strong relationships with client personnel. Maintain a thorough understanding of clients business insurance objectives and benefit program.

• Daily management of assigned client accounts including but not limited to 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. Discuss with Producer as needed.

• Create and prepare open enrollment materials communication pieces and PowerPoint presentations as determined necessary for the client.

• 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.

Qualifications:

• Three 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.

Our Preferred Candidate Will Have:

• 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.

What We Offer You:

At HUB International were invested in your success both inside and outside of work. Our benefits are designed to support your well-being empower your growth and set you up for a secure future. From comprehensive health coverage to resources that promote work-life balance weve got you covered.

We believe in continuous learning and career momentum. Whether youre just getting started or ready to take the next step HUB provides the tools mentorship and opportunities to help you thrive. When you grow we grow!

Benefits you may enjoy working at HUB International Mid-Atlantic Inc:

• 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 (FSAs)

• 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

Culture & Belonging Employee Networks:

At HUB inclusion isnt just a core value its a shared commitment. Were building a workplace where every voice is heard every person is respected and everyone can show up as their authentic self.

One of the easiest ways to get involved is by joining one of our Culture & Belonging Employee Networks communities where connection support and impact come to life.

Currently we have the following networks:

• HUB Women Network
• HUB Black Inclusion Network
• Asian Pacific Islander Network
• Hispanic Network
• HUB Young Professional Enrichment (HYPE)
• Indigenous Network
• Pride Network
• Military Veterans/Military Spouses & Families Network

Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy:

• Talent the attraction recruitment and hiring of the best diverse talent;
• Culture creating a culture of Inclusion and Belonging; and
• Community having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.

The expected salary range for this position is $75000 to $100000 and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits such as vacation sick and personal days and eligible bonuses equity and commissions for some positions.

Apply today!

*LI-AM

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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