Hub International Client Relationship Manager - Employee Benefits in Rockville, Maryland
In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
We currently have an opportunity for 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.
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.
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, GotoMeeting and Skype.
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.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Up to 25%
Required Education: High school or equivalent
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.
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 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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.