Employee Benefits Client Success Manager

Hub International; Rockville (MD); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) matching

Paid time off

Job summary

HUB International in Rockville, MD is seeking a Client Relationship Manager to support the Employee Benefits team. You will assist the Producer with client relations, service, sales and administrative activities for new and existing group benefit accounts.

Responsibilities include managing client communications, preparing open enrollment materials and proposals, coordinating meetings with carriers, and ensuring accurate client data and compliance.

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.

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.
• Create and prepare open enrollment materials, communication pieces and PowerPoint presentations, as determined necessary for the client.

Skills

Experience in benefits

Life/Health license

Compliance knowledge

MS Office

Detail orientation

Organizational skills

Customer service

Teamwork

Education

College degree preferred but not required

Tools

BenefitPoint

Brokerage Builder

EPIC

Microsoft Teams

Zoom

GotoMeeting

Job description

HUB International in Rockville, MD is seeking a Client Relationship Manager to support the Employee Benefits team. You will assist the Producer with client relations, service, sales and administrative activities for new and existing group benefit accounts.

Responsibilities include managing client communications, preparing open enrollment materials and proposals, coordinating meetings with carriers, and ensuring accurate client data and compliance.