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.
Our Preferred Candidate Will Have:
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:
At HUB International, we're invested in your success - both inside and outside of work. Our benefits are designed to support your well
Benefits
Health insurance
Additional Information
Discover a Career That Empowers You - Join HUB International!
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.
As one of the world's largest insurance brokers - and a proud Stevie Award-winning workplace - HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 19,000 professionals across 650 offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation.
Explore your future with HUB International. Let's grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits - HUB is the place for you.
We currently have an opportunity for a Client Relationship Manager to join our Employee Benefits team in our Rockville, MD office.
The selected individual will be responsible for assisting the Producer with client relations and service, sales, and administrative activities of new and existing group benefit accounts.
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. Discuss with Producer as needed.
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.
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.
Responsible for implementation of Client Service Plan calls/quarterly meetings, mid-year reports, as deemed necessary.
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.
Abide by all regulations, policies, work procedures and instructions.
Other responsibilities/duties as assigned or requested by Management.
Hub · Rockville, MD