Client Relationship Manager - Employee Benefits

About the role

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We're creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another's success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you're starting out or leveling up, you'll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

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.

Pay and benefits

The expected salary range for this position is $54,933 to $80,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's 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.

What we offer you

• We invest in your growth.
• HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career.
• Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements.

• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America's largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.