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

• Build 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.
• Prepare 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.
• 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

The expected salary range for this position is $57,680 - $112,000 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.

Benefits

• health/dental/vision/life/disability insurance
• FSA, HSA and 401(k) accounts
• paid-time-off benefits such as vacation, sick, and personal days
• eligible bonuses, equity and commissions for some positions.

Department

Account Management & Service

Required Experience

2-5 years of relevant experience

Required Travel

Negligible

Required Education

High school or equivalent

About HUB International

HUB International is a thriving community of entrepreneurs driven by purpose and passion. We help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. We also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. We are proud to offer comprehensive benefit and total compensation packages.