Client Relationship Manager, Employee Benefits - Potential for Hybrid Work

Join HUB International as a Client Relationship Manager in the Employee Benefits team in Rockville, MD. 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. Plan, implement, and coordinate with carriers for employee meetings for new/renewal plans, complete 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. Implement 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 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. 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 Skills and Experience Strong working knowledge of Agency Management Systems such as BenefitPoint, Brokerage Builder, EPIC. Proficiency with virtual meeting software, such as Microsoft Teams, Zoom, and GotoMeeting. Knowledge of underwriting principles, alternative funding arrangements and self‑funding. Ability to analyze claims and renewal data for large fully‑insured and self‑funded accounts. College degree preferred but not required. English and Spanish bilingual abilities. Benefits 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 Low‑Cost Loan Program and Student Loan Resources Vacation, Holiday, Sick, and Personal Time Off Comprehensive Onboarding Continuing Education Flexible Work Arrangements Dress Code “Dress for Your Day” 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, veteran’s status, or any other characteristic protected by local, state, or federal laws, rules or regulations. #J-18808-Ljbffr Dormont Manufacturing Co