Client Relationship Manager to join our
Employee Benefits team on a Hybrid work schedule.
Overview:Responsible for assisting the Producer and Client Relationship Analyst with client relations and service, sales, and administrative activities of new and existing group benefit accounts.
Responsibilities: - Responsible for client retention, building relationships with key client personnel. Acquire a thorough understanding of client's business, insurance objectives, and benefit program.
- Provide timely legislative updates to clients.
- Technical and daily management of client accounts including claims questions, administrative issues, client requests and keep Producer/CRA informed of status.
- Provide recap of meeting/conference call notes to CRA/Producer.
- Preparation of final proposals, benchmark reports and supplemental sales materials for presentation to prospects and clients.
- Planning, implementation and carrier coordination of employee meetings for new/renewal plans, completion of new business/carrier change application forms and confirmation of carrier enrollment materials.
- Prepare communications, open enrollment memos, PowerPoint presentations.
- Responsible for notification form to Revenue Coordinator within effective date of change.
- Responsible for compliance audits in conjunction with Compliance Officer.
- Obtain claim reports and conduct monthly, quarterly and/or semi-annual claims analysis as decided by Producer.
- Responsible for client 5500 criteria, submission of worksheets, previous filing to Wrangle.
- Follow up with SAR/signature ready copies to client, obtain final 5500 copy for files.
- Responsible for implementation of Client Service Plan calls/quarterly meetings, mid year reports.
- Contribute to enhancement of client services/sales, be well informed and maintain a familiarity with industry trends.
- Other responsibilities/duties as assigned or requested by Management.
Qualifications: - Three years' experience in employee benefits account management.
- Life/Health license required.
- Knowledge of underwriting principals, alternative funding arrangements and self-funding.
- Ability to analyze claims and project renewals for self-funded and large fully-insured accounts.
- Familiarity with state and federal compliance regulations and industry trends/best practices.
- Proficiency with Microsoft Office products.
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
The expected salary range for this position is $57,680 - $112,000 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: 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: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
