Client Relationship Manager - Employee Benefits

About HUB
Join our Stevie Award Winning Team at HUB International!

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 500 offices across North America.

We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

We currently have an opportunity for a Client Relationship Manager - Employee Benefits.

Overview:

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.

Responsibilities:

• Responsible for client retention, building relationships with key client personnel. Acquire a thorough understanding of client’s business, insurance objectives, and benefit program.
• Provide timely legislative updates to clients.
• Technical and daily management of client accounts including claims questions, administrative issues, client requests and keep Producer/CRA informed of status.
• Provide 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.
• Prepare communications, open enrollment memos, PowerPoint presentations.
• Responsible for notification form to Revenue Coordinator within effective date of change.
• Responsible for compliance audits in conjunction with Compliance Officer.
• Obtain claim reports and conduct monthly, quarterly and/or semi-annual claims analysis as decided by Producer.
• Responsible for client 5500 criteria, submission of worksheets, previous filing to Wrangle.
• Follow up with SAR/signature ready copies to client, obtain final 5500 copy for files.
• Responsible for implementation of Client Service Plan calls/quarterly meetings, mid year reports.
• Contribute to enhancement of client services/sales, be well informed and maintain a familiarity with industry trends.
• Other responsibilities/duties as assigned or requested by Management.

Qualifications:

• Three 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, communication skills and ability to work in a team environment.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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 veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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