Client Success ManagerAustin, TX

HUB International Limited (“HUB”) is a fast-growing, global insurance brokerage providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Ranked 5th among the world’s largest insurance brokers and acquiring approximately 70 new businesses a year, HUB has over 17,000 employees in more than 600 offices throughout North America. As a Gold Award Winner of the Stevie Award for Great Employers, HUB also boasts a top company culture that is collaborative and focused on its employees to employer and enable them to deliver great results for its clients. Headquartered in Chicago, HUB is currently owned by a group of investors led by lead investor Hellman & Friedman, one of the world’s largest and most respected private equity firms that recently closed the largest PE fund of 2021 and one of the largest funds of all time.

Position Overview:

The purpose of this position is to develop and implement community engagement initiatives for a Financial Wellness Employee Benefit Program by establishing and nurturing relationships with Plan Sponsors.

Roles & Responsibilities

  • Participate as a member of the Marketing team in developing and implementing strategies

  • Own client onboarding and ensure launch timelines are on-track

  • Contribute to the attainment of member growth goals

  • Develop and manage client relationships in order to boost satisfaction, increase adoption and engagement, and ensure retention

  • Own the client renewal process, discuss contract terms with clients and keep track of timelines

  • Keep accurate records of all client information and communication in CRM system

  • Communication between Client and Internal Teams and document client requests appropriately

  • Represent the Company and the Program at conferences

  • Generate client reports and maintain client success tracking

  • Travel as needed for onsite client visits and events such as implementation meetings, benefits fairs, presentations, etc.

  • Track client database usage to monitor adoption and engagement

  • Drive participant and plan sponsor engagement activities

  • Manage vendors relationships

  • Programmatically manage account escalations, past-due invoices, contracts and service agreements

  • Support team members in addressing and resolving client issues involving claims, administration, compliance, etc.

  • Coordinate web event, webcast, and conference call logistics, including producing meeting agendas and meeting minutes.

Education, Skills and Experience

  • Bachelor’s degree

  • Proven ability to manage multiple projects at the same time while also paying close attention to details

  • Proven account management or relevant experience

  • Ability to work and communicate with senior/executive level partners

  • Demonstrated ability in communicating and understanding more complex technical issues

  • Excellent written and oral communication skills across multiple channels (email, phone, etc.)

  • Ability to travel as needed

#LI-KP1

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.