Hub International Client Manager in Pittsburgh, Pennsylvania
The Client Manager (CM) will support the Benefits Consultant (BC) as the day-to-day contact in providing strategic brokerage and consulting services to assigned health and welfare benefit plan (EB) clients, having the primary responsibility of making BC more efficient. The CM is viewed as a team player who helps the BC with meeting planning, benchmarking, marketing, timely release of reporting to clients, annual notices, contract reviews, and maintaining internal systems/checklists. Travel to meet and present to clients is required.
The CM will interface with BC and Subject Matter Experts (SMEs) directly for assigned clients, involving leveraging individuals appropriately in service related activities to support client needs. In general, the CM will support BC with executing strategies, preparing materials/reports, keeping internal systems up to date, and acting as the day-to-day contact for clients. BCs will lead service teams to provide overall strategy to clients within an assigned book of business. SMEs will support the BC and CM with coordinating/presenting materials related to specific topics.
Respond promptly and professionally to the service needs of clients and BCs (internal customers).
Assist BC in adding lines of coverage to existing accounts.
Market coverage via RFP process, organize responses, and produce spreadsheets and other related items while verifying their accuracy.
Work with clients to deliver employee communications and open enrollment materials.
Prepare renewals, contact clients for updated information, create renewal proposals and handle other renewal activities in coordination with the BC.
Assist BC in client renewal changes such as new carrier implementation, adding new products, etc.
Prepare meeting summaries and follow-up items, making sure all follow-up items are addressed.
Possess a detailed knowledge of the client’s business and industry.
Establish and maintain strong and productive professional relationships with cognizant insurance carriers and key vendor partners, including a detailed familiarity with carrier and key vendor partner products and services in support of assigned clients.
Broad knowledge of insurance products and usages and ability to work independently.
Maintain required internal client filings.
Ensure that all client service needs are promptly and professionally delivered.
Possess a mastery of the various HUB resources and tools that are available via “HUB Today.”
Have knowledge about and comply with HUB systems, procedures and state/federal insurance regulations.
Maintain applicable licensing by participating in continuing education.
Possess a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media to the client.
This job description is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise.
At least 2 years of EB brokerage experience servicing clients with 100 or more employees
State Life, Accident, and Health license
Exceptional written and verbal communication skills
Proficiency with Microsoft Office Suite
High energy, detail-oriented self-starter
Significant skill in handling competing demands and projects
Excellent organizational skills and ability to prioritize and delegate responsibility
Strong and efficient time management skills
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 at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
EEOAA Policy at https://hubinternational.jobs/eeo/
E-Verify Program at https://hubinternational.jobs/e-verify/
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.