Client Relationship Manager to join our Employee Benefits team in our Wilmington, MA office 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.

What We Offer You

At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too.

We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence.

Benefits you may enjoy as part of the HUB International team:

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

Ready to take the next step? Apply today.

The expected salary range for this position is $54,933 to $106,666 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.

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent