Client Relationship Manager, Group Health Insurance Specialist - 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.

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.
• Planning, implementation and carrier coordination of employee meetings for new/renewal plans, completion of new business/carrier change application forms and ensure a smooth implementation process.
• Quoting, serving, assisting producer in the sales process for individual life and disability coverages.
• Provide recap of meeting/conference call notes to Producer.
• Responsible for maintaining 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.
• Experience working with Employee Navigator.
• 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.

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 Dress-Code Culture & Belonging.
• Employee Networks.

Department

Account Management & Service

Required Experience

2-5 years of relevant experience

Required Travel

Negligible

Required Education

High school or equivalent