Senior Client Relationship Manager, Employee Benefits - Potential for Hybrid Work

HUB International; Washington (District of Columbia); Hybrid; USD 95,000 - 125,000; Full time

Benefits offered by this job

Flexible Work Arrangements

Health, Dental, Vision

401(k) Plan

Paid Time Off

Job summary

HUB International in Annapolis, MD, is seeking a Senior Client Relationship Manager to join the Employee Benefits team on a hybrid schedule. You will be the primary contact for client accounts, manage renewals, enrollments, and carrier coordination, and work with the Producer on strategy and service delivery.

The role requires seven years in employee benefits account management, a Life/Health license, and strong analytical and presentation skills.

Qualifications

• Seven years of experience in employee benefits account management; preferably at a broker agency.
• Valid current Life/Health license required.
• Working knowledge of state and federal benefits compliance regulations and industry trends/best practices.
• Intermediate to advanced proficiency with Microsoft Office products.
• Detail-oriented with the ability to manage competing priorities, multiple clients, and concurrent deadlines with accuracy and consistency.
• Excellent organizational and interpersonal skills with strong written and verbal communication abilities.
• Ability to present information clearly and professionally across all formats and audiences.
• Ability to work independently, as well, in a team environment.

Responsibilities

• Serve as the primary day-to-day contact for assigned client accounts, building trusted, long-term relationships by maintaining a thorough understanding of each client's business, insurance objectives, and employee benefits program.
• Manage all aspects of assigned accounts independently and in partnership with the Producer, including claims inquiries, administrative issues, client requests, and technology needs.
• Market new business and renewal accounts, analyze carrier quotes, and prepare proposals, comparison spreadsheets, reports, and supplemental sales materials for presentation to clients and prospects.
• Lead open enrollment planning and execution, including the development of employee communications, presentations, and carrier coordination; conduct client meetings and presentations independently in the absence of the Producer.
• Coordinate new and renewal plan implementations, including completion of carrier change application forms and management of all carrier and client touchpoints to ensure a seamless transition.
• Stay current on federal and state regulatory requirements, provide clients with timely legislative updates, and ensure clients with 100 or more employees understand Form 5500 filing obligations and compliance criteria.
• Obtain and analyze monthly, quarterly, and semi-annual claims reports based on carrier availability; deliver mid-year reports and Client Service Plan reviews as determined appropriate for each account.
• Maintain accurate and current client information in BenefitPoint in accordance with HUB standards.
• Provide meeting and conference call recaps to the Producer following all client interactions.
• Contribute to the continuous improvement of client services and sales practices; maintain familiarity with industry developments, carrier changes, and applicable legislation.
• Complete all training required by HUB Corporate or Management and adhere to all company regulations, policies, procedures, and instructions.
• Perform other duties as assigned or requested by Management.

Skills

Client relationships

Communication

Interpersonal skills

Time management

Organization

Presentation skills

Independence

Education

High school or equivalent

Tools

Microsoft Teams

Zoom

GotoMeeting

BenefitPoint

Brokerage Builder

EPIC

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 a Senior Client Relationship Manager to join our Employee Benefits team in our Annapolis, MD office on a hybrid work schedule.

Job Responsibilities

• Serve as the primary day-to-day contact for assigned client accounts, building trusted, long-term relationships by maintaining a thorough understanding of each client's business, insurance objectives, and employee benefits program.
• Manage all aspects of assigned accounts independently and in partnership with the Producer, including claims inquiries, administrative issues, client requests, and technology needs.
• Market new business and renewal accounts, analyze carrier quotes, and prepare proposals, comparison spreadsheets, reports, and supplemental sales materials for presentation to clients and prospects.
• Lead open enrollment planning and execution, including the development of employee communications, presentations, and carrier coordination; conduct client meetings and presentations independently in the absence of the Producer.
• Coordinate new and renewal plan implementations, including completion of carrier change application forms and management of all carrier and client touchpoints to ensure a seamless transition.
• Stay current on federal and state regulatory requirements, provide clients with timely legislative updates, and ensure clients with 100 or more employees understand Form 5500 filing obligations and compliance criteria.
• Obtain and analyze monthly, quarterly, and semi-annual claims reports based on carrier availability; deliver mid-year reports and Client Service Plan reviews as determined appropriate for each account.
• Maintain accurate and current client information in BenefitPoint in accordance with HUB standards.
• Provide meeting and conference call recaps to the Producer following all client interactions.
• Contribute to the continuous improvement of client services and sales practices; maintain familiarity with industry developments, carrier changes, and applicable legislation.
• Complete all training required by HUB Corporate or Management and adhere to all company regulations, policies, procedures, and instructions.
• Perform other duties as assigned or requested by Management.

Qualifications

• Seven years of experience in employee benefits account management; preferably at a broker agency.
• Valid current Life/Health license required.
• Working knowledge of state and federal benefits compliance regulations and industry trends/best practices.
• Intermediate to advanced proficiency with Microsoft Office products.
• Detail-oriented with the ability to manage competing priorities, multiple clients, and concurrent deadlines with accuracy and consistency.
• Excellent organizational and interpersonal skills with strong written and verbal communication abilities.
• Ability to present information clearly and professionally across all formats and audiences.
• Ability to work independently, as well, in a team environment.

Our Preferred Candidate Will Have

• Strong working knowledge of Agency Management Systems such as BenefitPoint, Brokerage Builder, or EPIC.
• Proficient in the use of virtual meeting software, such as Microsoft Teams, Zoom, and GotoMeeting.
• Knowledge of self-funding, alternative funding, and/or underwriting basics
• Ability to analyze claims data for large fully-insured and self-funded accounts.
• College degree preferred but not required.
• Bilingual abilities in English and Spanish.

What We Offer You

At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too. We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence.

Benefits you may enjoy as part of the HUB International Mid-Atlantic team

• 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 $95,000 to $125,000 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.

Department Account Management & Service

Required Experience: 7-10 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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