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HUB International

Global insurance brokerage and risk management

Client Relationship Manager - Employee Benefits

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeWilmington, MA, USA

About the Job

Requirements

  • Three years of experience in employee benefits account management.
  • A Life/Health license is required.
  • Knowledge of underwriting principles, 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 and best practices.
  • Proficiency with Microsoft Office products.
  • High school or equivalent education is required.

Responsibilities

  • Retain clients and build relationships with key client personnel while developing a thorough understanding of clients’ businesses, insurance objectives, and benefit programs.
  • Provide clients with timely legislative updates.
  • Manage client accounts technically and day to day, including claims questions, administrative issues, and client requests, and keep the Producer and Client Relationship Analyst informed of status.
  • Provide recaps of meeting and conference-call notes to the Client Relationship Analyst and Producer.
  • Prepare final proposals, benchmark reports, and supplemental sales materials for presentation to prospects and clients.
  • Plan and implement employee meetings for new and renewal plans, coordinate with carriers, complete new-business and carrier-change application forms, and confirm carrier enrollment materials.
  • Prepare communications, open-enrollment memos, and PowerPoint presentations.
  • Notify the Revenue Coordinator of changes within the effective date.
  • Conduct compliance audits in conjunction with the Compliance Officer.
  • Obtain claim reports and conduct monthly, quarterly, or semi-annual claims analyses as determined by the Producer.
  • Manage client Form 5500 criteria, submit worksheets and previous filings to Wrangle, follow up with summary annual report and signature-ready copies to clients, and obtain final Form 5500 copies for files.
  • Implement Client Service Plan calls and quarterly meetings, and prepare mid-year reports.
  • Contribute to enhancing client services and sales, stay informed, and maintain familiarity with industry trends.
  • Perform other responsibilities and duties as assigned or requested by management.

About the Company

HUB International

Global insurance brokerage and risk management

HUB International is a global insurance brokerage that provides property and casualty, life and health, employee benefits, investment services, and risk management products and services to individuals and businesses. It works by connecting clients with insurance carriers and financial partners through a network of local offices, tailoring coverage and managing programs; it earns commissions and fees for brokerage and risk advisory services. The company differentiates itself with a decentralized model that integrates many local brokerages into a single network, blending local expertise with global resources for personalized solutions and broad geographic reach. Its goal is to help clients protect people, property, and earnings by delivering integrated insurance, benefits, and risk-management solutions at scale.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1998

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