Senior Client Relationship Manager - Employee Benefits

About the role

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

• Responsible for client retention, building 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.
• Provide 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.
• Follow up with SAR/signature ready copies to client, obtain final 5500 copy for files.
• Responsible for implementation of Client Service Plan calls/quarterly meetings, and 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.

Requirements

• Five 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.
• Department Account Management & Service
• Required Experience: 5-7 years of relevant experience
• Required Travel: Negligible
• Required Education: High school or equivalent
• E-Verify Program
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Benefits

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 20,000 professionals across 570+ 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 are looking for an Senior Client Relationship Manager to join our Employee Benefits team on a Hybrid work schedule.

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