Senior Client Relationship Executive - Employee Benefits

HUB International; Cheshire (CT); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Senior Client Relationship Executive to join their dynamic team. This role focuses on managing client relationships, ensuring client retention, and developing tailored solutions for employee benefits. You will leverage your extensive experience in the field to guide clients through complex compliance issues and benefit programs while collaborating with a dedicated team. If you thrive in a fast-paced, entrepreneurial environment and are passionate about empowering clients, this opportunity is perfect for you. Join a company that values innovation and teamwork, and make a significant impact in the insurance industry.

Qualifications

• 10 years of experience in Employee Benefits required.
• Life/Health license is mandatory.

Responsibilities

• Manage client relationships and retention strategies.
• Oversee compliance reviews and legislative updates for clients.

Skills

Employee Benefits Management

Client Relationship Management

Compliance Knowledge

Organizational Skills

Interpersonal Communication

Education

High School Diploma or Equivalent

Tools

Microsoft Office

Job description

Join our Stevie Award Winning Team at HUB International!

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 19,000 professionals in 500 offices across North America.

We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

We currently have an opportunity for a Senior Client Relationship Executive -- Employee Benefits.

Responsibilities:

• Overall responsibility for client retention, building relationships with key client personnel and acquiring a thorough understanding of the client’s business, insurance objectives, and benefit programs.
• Responsible for the client relationship; inform the Producer regarding any issues that should be escalated from his/her perspective and provide ongoing summarized updates to Producer on client projects, issues, or concerns.
• Demonstrates an advanced understanding of the various funding and distribution principles of stop loss, pharmacy benefit management, and life and disability programs.
• Supports and guides the Account Manager in technical and daily management of client accounts including claims questions, benefits administrative issues, compliance concerns, and client requests.
• In collaboration with Account Manager, supports the preparation of client presentations, RFP development/analysis, benchmark reporting and supplemental sales materials for presentation to prospects and clients.
• Manages the planning, implementation, and carrier coordination of employee meetings for new/renewal plans. Also responsible for the completion of new business/carrier change application forms and confirmation of carrier enrollment materials.
• Coordinates wellness program development and implementation and engage and coordinate the HUB Regional Health & Performance lead where appropriate.
• Develops a strong knowledge of life, disability and leave definitions and processes.
• Responsible for completing a compliance review with the client, as well as provide timely legislative updates to clients. This includes researching complex compliance questions, in conjunction with Compliance Officer, when necessary.
• Oversees the development of client wrap documents, Wrangle 5500 dashboard worksheet submittals and follow-up with SAR/signature-ready copies to client, obtaining final 5500 copy for our files.
• Prepares/oversees communications, open enrollment memos, PowerPoint presentations.
• Responsible for implementation of Meetings & Milestones, which includes strategic planning for the year.
• Develops/updates the Client Stewardship report, which highlights our major accomplishments by client, for use in a client HR or CFO change in personnel.
• Completes Benefit Point notification forms and client termination forms to be sent to the Revenue Coordinator with effective date of changes. Also required to keep internal client lists updated as appropriate and to coordinate review of contracts and agreements.
• Responsible for keeping all client folders organized, with the assistance of the Account Manager, in the format approved by HUB New England.
• Contributes to the enhancement of client services/sales, be well informed and maintain a familiarity with industry trends.
• Contributes and helps, as needed, with client projects that are not specifically assigned. Being part of the overall team at HUB is integral to the position.
• Acts as a mentor when needed.
• Other responsibilities as assigned by Producer and/or Manager.

Qualifications:

• 10 years’ experience with Employee Benefits.
• Life/Health license required.
• Knowledge of underwriting principles, alternative funding arrangements and self-funding.
• Ability to understand claims reports and renewal projections 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 and communication skills along with the ability to work in a team environment.

Department Account Management & Service
Required Experience: 10-15 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.

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