HUB International · 12 hours ago
Client Relationship Manager, Employee Benefits - Potential for Hybrid Work
Rockville, MD
Full-time
Hybrid
Entry, Mid Level
$75K/yr - $100K/yr
2+ years expHUB International is a leading insurance brokerage firm dedicated to providing a wide range of insurance, retirement, and wealth management products. The Client Relationship Manager will be responsible for managing client relations and service, ensuring client retention, and overseeing the administrative aspects of employee benefits accounts.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
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
Qualification
Required
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
Preferred
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, and GotoMeeting
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
Benefits
Medical, Dental, Vision and Prescription Drug Coverage
Health Plan Reimbursement Program
Health Savings Account (HSA)
401(k) Savings Plan
Employee Assistance Program (EAP)
Comprehensive Wellness Program
Flexible Spending Accounts (FSAs)
Life and Disability Plans
Long-Term Care
Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more!
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Comprehensive Onboarding
Continuing Education
Flexible Work Arrangements
Dress for Your Day Dress-Code
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Morningstar.com
2025-12-02
Company data provided by crunchbase