Client Relationship Manager, Employee Benefits - Potential for Hybrid Work

About the role

At HUB International, we’re more than just an insurance brokerage firm — we’re 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 don’t stop there — 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. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.

Job Responsibilities

• Responsible for client retention and building strong relationships with client personnel.
• Maintain a thorough understanding of client’s 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.
• 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.
• Plan, implement 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.
• Maintain 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.
• 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.
• Abside 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.

Preferred Candidate

• 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

• 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
• Continuing Education
• Flexible Work Arrangements
• Dress for Your Day
• Employee Resource Groups
• Voices of HUB Employee Groups

Our Benefits

• 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
• Continuing Education
• Flexible Work Arrangements
• Dress for Your Day
• Employee Resource Groups
• Voices of HUB Employee Groups

Salary Range

The expected salary range for this position is $70,000 to $95,000 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.

Equal Opportunity Employer

HUB International 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.

Contact Information

If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team: HUBRecruiting@hubinternational.com.