Client Relationship Manager, Employee Benefits - Potential for Hybrid Work

HUB International Limited; Ellicott City (MD); Vor Ort; USD 70.000 - 95.000; Vollzeit

Benefits dieser Stelle

Competitive pay and benefits

Generous PTO

Career growth

Zusammenfassung

HUB International Limited in Rockville, MD is seeking a Client Relationship Manager to join our Employee Benefits team. You’ll manage client retention, coordinate open enrollment, prepare proposals, and ensure compliance across plans while working with Producers and carriers.

The role requires a Life/Health license, 3 years in employee benefits account management, strong Microsoft Office skills, and the ability to work independently in a collaborative, client‑facing environment.

Qualifikationen

• Three years of experience in employee benefits account management; preferably at a broker agency.
• Valid Life/Health license required.
• Familiarity with state and federal compliance regulations and industry trends/best practices.
• Intermediate to advanced proficiency with Microsoft Office products.

Aufgaben

• Maintain strong relationships with client personnel and manage client accounts.
• Market new business/renewal accounts and prepare proposals and materials.
• Prepare open enrollment materials and presentations for clients.
• Coordinate plans, meetings, and carrier communication for open enrollment and renewals.
• Ensure client information is accurate in HUB systems and review compliance requirements.

Kenntnisse

Client relationship management

Microsoft Office

Communication skills

Organizational skills

Ausbildung

College degree preferred

Tools

BenefitPoint

Brokerage Builder

EPIC

Jobbeschreibung

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

We currently have an opportunity for a Client Relationship Manager to join our Employee Benefits team in our Rockville, MD office.

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.
• Planning, implementation and carrier coordination of employee meetings for new/renewal plans, completion of new business/carrier change application forms and ensure a smooth implementation process.
• Provide recap of meeting/conference call notes to Producer
• Responsible for maintaining 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.
• Responsible for implementation of 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 and complete 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.

Our Preferred Candidate Will Have:

• Strong working knowledge of Agency Management Systems such as BenefitPoint, Brokerage Builder, EPIC.
• Proficient in the use of virtual meeting software, such as Microsoft Teams, Zoom, and GotoMeeting.
• Knowledge of underwriting principals, alternative funding arrangements and self-funding, a 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.

The expected salary range for this position is $70,000 to $95,000 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.

What we offer you

• Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

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.

Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.