Client Relationship Manager, Employee Benefits - Potential for Hybrid Work

About the role

Join HUB International, a thriving community of entrepreneurs dedicated to protecting what matters most through a broad range of insurance, retirement, and wealth management products and services. We invest deeply in our people, empowering you to learn, grow, and make a meaningful impact.

Responsibilities

• Serve as the primary day-to-day contact for assigned client accounts, building trusted, long-term relationships by understanding each client's business, insurance objectives, and employee benefits program.
• Manage all aspects of assigned accounts independently and in partnership with the Producer, including claims inquiries, administrative issues, client requests, and technology needs.
• Maintain accurate and current client information in BenefitPoint in accordance with HUB standards.
• Provide meeting and conference call recaps to the Producer following all client interactions.
• Contribute to the continuous improvement of client services and sales practices; maintain familiarity with industry developments, carrier changes, and applicable legislation.

Qualifications

• Two years of experience in employee benefits account management; preferably at a broker agency.
• Valid current Life/Health license required.
• Working knowledge of state and federal benefits compliance regulations and industry trends/best practices.
• Intermediate to advanced proficiency with Microsoft Office products.
• Detail-oriented with the ability to manage competing priorities, multiple clients, and concurrent deadlines with accuracy and consistency.
• Excellent organizational and interpersonal skills with strong written and verbal communication abilities.
• Ability to present information clearly and professionally across all formats and audiences.
• 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, or EPIC.
• Proficient in the use of virtual meeting software, such as Microsoft Teams, Zoom, and GotoMeeting.
• Knowledge of self-funding, alternative funding, and/or underwriting basics.
• Ability to analyze claims data for large fully-insured and self-funded accounts.

What We Offer

• Comprehensive health coverage, including medical, dental, vision, and prescription drug plans.
• 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 insurance.
• Identity theft protection.
• Group legal, accident, critical illness, and pet insurance.
• Low-cost loan program and student loan resources.
• Vacation, holiday, sick, and personal time off.
• Flexible work arrangements.
• Dress for Your Day dress-code.
• Employee Resource Groups (ERGs) and Voices of HUB Employee Groups.

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 Insurance.
• Identity Theft Protection.
• Group Legal, Accident, Critical Illness, Pet Insurance.
• Low-Cost Loan Program and Student Loan Resources.
• Vacation, Holiday, Sick, and Personal Time Off.
• Flexible Work Arrangements.
• Dress for Your Day dress-code.
• Employee Resource Groups (ERGs) and Voices of HUB Employee Groups.

Pay

The expected salary range for this position is $70,000 to $90,000 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.

Schedule

Negligible

Application Instructions

To apply, please visit our careers page at www.hubinternational.com/careers.