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HUB International · 1 day ago

Client Manager

Erie, PA

Full-time

Hybrid

Entry, Mid Level

2+ years exp

HUB International is a leading insurance brokerage firm dedicated to empowering individuals and businesses through comprehensive insurance and wealth management services. The Client Manager will provide strategic brokerage and consulting services to health and welfare benefit plan clients, supporting the Benefits Consultant in various client-related tasks and ensuring efficient service delivery.

Financial ServicesInsuranceInsurTechRisk Management

Responsibilities

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

Qualification

Employee Benefits brokerageState LifeAccidentHealth licenseMicrosoft Office SuiteCommunication skillsOrganizational skillsTime management skillsDetail-orientedSelf-starter