Client Relationship Manager, Employee Benefits - Potential for Hybrid Work

We are looking for a Client Relationship Manager to join the Employee Benefits team in our Rockville, MD office. The selected individual will assist Producers with client relations, sales, and administrative activities for 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 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 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 needed. Conduct client presentations, renewal and open enrollment meetings in the absence of the Producer. Plan, implement, and coordinate carrier and employee meetings for new/renewal plans, complete new business/carrier change application forms, and ensure smooth implementation. 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. Review compliance requirements with client and provide timely legislative updates. Obtain claim reports for monthly, quarterly, and/or semi-annual analysis based on carrier availability. Implement Client Service Plan calls/quarterly meetings and mid-year reports as needed. Ensure clients with over 100 employees understand 5500 filing and compliance criteria. Contribute to enhancement of client services/sales and stay familiar with industry developments, carrier changes, and 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. Perform 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 and in a team environment. Preferred Candidate Highlights Strong working knowledge of Agency Management Systems such as BenefitPoint, Brokerage Builder, EPIC. Proficiency in virtual meeting software (Microsoft Teams, Zoom, GotoMeeting). Knowledge of underwriting principals, alternative funding arrangements, and self‑funding (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. Salary and Compensation Expected salary range: $70,000 to $95,000, dependent on experience, location, and role scope. What We Offer 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 and Continuing Education Flexible Work Arrangements Equal Opportunity Employer HUB International Limited 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 or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E‑Verify Program. #J-18808-Ljbffr