Client Relationship Manager - Employee Benefits

HUB International; Wilmington (MA); Hybrid; USD 55,000 - 107,000; Full time

Benefits offered by this job

Health/Dental/Vision

HSA/FSAs

401(k) Plan

Life & Disability

EAP

Wellness Program

PTO

Flexible Work Arrangements

Dress for Your Day

Onboarding & Education

Job summary

HUB International in Wilmington, MA is seeking a Client Relationship Manager to support our Employee Benefits team on a hybrid schedule. You will aid the Producer and Client Relationship Analyst with client relations, service, sales, and administrative tasks for group benefit accounts.

The role emphasizes client retention, understanding clients’ business and objectives, coordinating enrollments, and preparing proposals and materials for prospects.

Qualifications

• Three years’ experience in employee benefits account management.
• Life/Health license required.
• Knowledge of underwriting principles, funding arrangements and self-funding.
• Proficiency with Microsoft Office products.

Responsibilities

• Support client retention by building relationships with key client personnel.
• Understand client business, insurance objectives and benefit programs.
• Prepare final proposals, benchmark reports and sales materials for prospects and clients.
• Coordinate enrollment meetings and carrier changes, and manage compliance tasks.

Skills

Relationship building

Customer service

Communication

Teamwork

Education

High school or equivalent

Life/Health license required

Tools

Microsoft Office

Job description

Discover a Career That Empowers You - Join HUB International At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it. In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career. Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling.

We would love for you to explore what is possible at HUB International.

We currently have an opportunity for an Client Relationship Manager to join our Employee Benefits team in our Wilmington, MA office on a Hybrid work schedule.

Overview:

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, 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.

Qualifications:

• Three 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.

What We Offer You

• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan
• Life and Disability Plans
• Long-Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Flexible Work Arrangements
• Dress for Your Day Policy
• Comprehensive Onboarding and Continuing Education

The expected salary range for this position is $54,933 to $106,666 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.

HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Department Account Management & Service

• Required Experience: 2-5 years of relevant experience
• Required Travel: Negligible
• Required Education: High school or equivalent

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

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HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.