Client Relationship Manager, Employee Benefits - Potential for Hybrid Work

Client Relationship Manager – Employee Benefits Location: Rockville, MD. This position supports the Producer with client relations, service, sales, and administrative activities for new and existing group benefit accounts. Responsibilities Maintain client retention and build strong relationships with client personnel. Develop a thorough understanding of each 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, tailoring support to client needs. Market new business and renewal accounts, review quotes, and prepare new business and renewal proposals, spreadsheets, reports, and supplemental sales materials. Create and prepare open enrollment materials, communication pieces, and PowerPoint presentations as required. Conduct client presentations, renewal and open enrollment meetings when the Producer is absent. Plan, implement, and coordinate carrier and employee meetings for new and renewal plans; complete new business/carrier change application forms; ensure a smooth implementation process. Provide recap of meeting/conference call notes to the Producer. Maintain current and accurate client information in the HUB Agency Management System, BenefitPoint, and/or BUS. Review compliance requirements and provide timely legislative updates. Obtain claim reports for monthly, quarterly and/or semi‑annual claims analysis. Implement Client Service Plan calls, quarterly meetings, and mid‑year reports as required. Ensure clients with over 100 employees understand 5500 filing and compliance criteria. Contribute to enhancement of client services and sales and stay familiar with industry developments and changes in insurance carriers and Federal and State laws. Attend and complete all required training sessions. Adhere to all regulations, policies, procedures and instructions. Perform other duties as assigned by Management. Qualifications Three years of experience in employee benefits account management, preferably at a broker agency. Valid current Life/Health license. Familiarity with state and federal compliance regulations and industry trends. Intermediate to advanced proficiency with Microsoft Office products. Detail oriented with the ability to prioritize and multitask. Excellent organizational, interpersonal, written and verbal communication skills. Outstanding customer service skills. Ability to work independently and in a team environment. Preferred Qualifications 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 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. Bilingual abilities in English and Spanish. 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 and more 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 Statement 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 status, or any other characteristic protected by local, state or federal laws, rules or regulations. E‑Verify Program: The company participates in the E‑Verify program to verify employment eligibility. #J-18808-Ljbffr HUB International