Client Relationship Manager, Employee Benefits - Potential for Hybrid Work

Join our 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.

In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of America’s Best Large Employers in 2024.  HUB also won the Insurance Business America’s 5-Star Diversity, Equity, and Inclusion Award for the past two years.  Becoming a part of HUB means that you have the opportunity to thrive in a diverse, entrepreneurial, and fast paced team environment supported by over 19,000 professionals in 600 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.

What You Bring:

You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent.

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

The selected individual will be responsible for assisting the Producer with client relations and service, sales, and administrative activities of new and existing group benefit accounts.

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.

What We Offer You:

At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!

Benefits you may enjoy working at HUB International Mid-Atlantic, Inc:

• Medical, Dental, Vision and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA)
• 401(k) Savings Plan
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Flexible Spending Accounts (FSAs)
• Life and Disability Plans
• Long-Term Care
• Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Comprehensive Onboarding
• Continuing Education
• Flexible Work Arrangements
• Dress for Your Day Dress-Code

Employee Resource Groups and Voices of HUB Employee Groups:

All HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard, valued, respected and everyone can be their authentic selves. An easy way to get involved is to join one of our Employee Resource Groups (ERGs) or one of the Voices of HUB Employee Groups.

Currently we have two ERGs:

• HUB Women Network
• HUB Black Inclusion Network

Our Voices of HUB Groups are:

• Asian Pacific Islander Voices
• Hispanic Voices
• HUB Young Professional Enrichment (HYPE)
• Indigenous Voices
• Pride Voices
• Military Veterans/Military Spouses & Families Voices

Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy:

• Talent – the attraction, recruitment, and hiring of the best diverse talent;
• Culture – creating a culture of Inclusion and Belonging; and
• Community – having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.

The expected salary range for this position is $75,000 to $100,000 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.

Apply today!