Apply on Employer Site

HUB International · 1 day ago

Senior Client Relationship Manager - Employee Benefits

Wilmington, MA

Full-time

Hybrid

Mid, Senior Level

$69K/yr - $122K/yr

5+ years exp

HUB International is a thriving community of entrepreneurs driven by purpose and passion. They are seeking a Senior Client Relationship Manager to assist with client relations and service, sales, and administrative activities of new and existing group benefit accounts.

Financial ServicesInsuranceInsurTechRisk Management

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, and 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

Qualification

Employee benefits managementLife/Health licenseClaims analysisUnderwriting principlesCompliance regulationsMicrosoft Office proficiencyOrganizational skillsInterpersonal skillsCommunication skillsTeamwork