Employee Benefits Client Relationship Manager

HUB International; Winter Park (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

Health Savings Account funding

401k matching

Life and disability plans

Wellness program

Generous PTO

Work-life balance

Job summary

Hub International is seeking a Client Relationship Manager in Florida to serve as the liaison between clients and insurance carriers, handling service, enrollment, claims and administration with accuracy and timeliness.

The role demands strong communication, confidentiality, and attention to detail while maintaining excellent client relations and supporting enrollment processes. A bachelor’s degree is preferred and a Florida 2-15 license is required or can be pursued.

Qualifications

• Must be self-directed and able to complete projects with limited supervision.
• Ability to maintain confidentiality and discretion in all matters.
• Strong attention to detail and ability to self-check work.
• Excellent time management skills; task oriented; excellent organizational skills; ability to prioritize workload.
• Professional demeanor; sensitive to client needs.

Responsibilities

• Develop and maintain effective working relationships with client contacts and insurance carriers.
• Assist with claims matters and ensure proper documentation and HIPAA compliance.
• Keep Advisors and supervisors informed of important activities on client accounts.
• Prepare enrollment materials, schedule Open Enrollment Meetings and Webinars.
• Train employers on using online enrollment portals and monitor enrollment progress.
• Prepare and ensure accuracy of group enrollment and related reports.
• Communicate our value-added service to clients.

Skills

Self-directed

Confidentiality

Attention to detail

Time management

Organization

Professional demeanor

Problem solving

Communication skills

Presentation skills

Education

Bachelor’s degree preferred

High school diploma or GED required

Florida 2-15 License required or willing to obtain

Tools

Word

Excel

PowerPoint

Job description

About HUB International

HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

What We Offer You

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that's important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

Position Summary

The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards as it relates to accuracy, timeliness and friendliness in all communications.

Essential Functions/Responsibilities

• Develop and maintain effective working relationships in liaison role with insurance company service partner contacts (such service and claim representatives) and client contacts.
• Confidentially assist with all claims matters and bring to resolution with proper documentation and follow up to the client; following HIPAA rules and HUB procedures.
• Keep Advisors, and supervisor fully informed of all important activities on client accounts.
• Prepare for open enrollment meetings by creating enrollment kits, Power Point presentation, and any other required presentation materials.
• Schedule all Open Enrollment Meetings and Webinars.
• Update Online Enrollment system for Open Enrollment.
• Train employers on how to use online portal.
• Monitor outstanding enrollment in online portal and assist employees with getting enrolled.
• Present or assist with all Open Enrollment Meetings.
• Update the WRAP document, SPD’s, Annual Notices & Exchanges Notices.
• Request Schedule A’s and confirm 5500 filings.
• Prepare Power Point for recording, if applicable.
• Responsible for group submission; ensure employees are enrolled in the appropriate products as needed.
• Prepare and ensure accuracy of group enrollment.
• Make service/relationship calls as needed.
• Assist with ongoing enrollment and changes as necessary.
• Review weekly change reports and follow-up on any issues PATRA was unable to complete.
• Large project implementation such as online enrollment, wellness programs, etc.
• Manage online enrollment, training and ongoing platform service for clients.Preparation of reports for clients or internal use as needed.
• Keep all information and meeting notations on accounts accurate and up to date in Brokerage Builder.
• Communicate to our clients “Our Value Added Service”.
• Other related duties as assigned.
• Works Closely with the Benefits & Financial Analyst.

Additional Duties & Responsibilities

• Attends seminars, professional meetings and conferences as requested.
• Communicates effectively and display a professional manner when dealing with supervisors, co-workers, clients and vendors.
• Work effectively as a team member, participating actively and constructively.

Required Knowledge, Skills & Abilities

• Must be self-directed and able to complete projects with limited supervision.
• Ability to maintain confidentiality and discretion in all matters.
• Strong attention to detail and ability to self-check work.
• Excellent time management skills, task oriented; excellent organizational skills; ability to prioritize work load.
• Enthusiastic attitude; cooperative team player; adaptable to new or changing circumstances.
• Professional demeanor; sensitive to client needs.
• Self-motivated, creative and innovative; excellent problem solving skills.
• Competent in the use of Word, Excel. PowerPoint and other computer programs to prepare presentations, forms, and spreadsheets with speed and accuracy.
• Effective written and verbal communication skills.
• Strong presentation skills.

Education & Licensure Requirements

• Bachelor’s degree preferred or equivalent combination of education and experience.
• High school diploma or GED required.
• Florida 2-15 License required or must be willing to obtain.

Department Account Management & Service Required Experience

2-5 years of relevant experience

Required Travel

Negligible

Required Education

High school or equivalent

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

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Company Overview

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.