Employee Benefits Client Relationship Manager

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 14,000 employees in 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offering

• Medical/dental/vision insurance and voluntary insurance options

• Health Savings Account funding

• 401k matching program

• Company paid Life and Short-Term Disability Plans

• Supplemental Life and Long-Term Disability Options

• Comprehensive Wellness Program

• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off

• Great work/life balance, because that’s important for all of us!

• Focus on creating a meaningful environment through employee engagement events

• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!

• Growth potential - HUB is constantly growing and so can your career!

• A rewarding career that helps local businesses in the community

• Strong community support and involvement through HUB Gives

SUMMARY:

You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent.

We currently have an opportunity for aClient Relationship Managerto join ourEmployee Benefitsteam in ourFort Myers, FLoffice.

The selected individual will be responsible for assisting the Producer with client relations and service, sales, and administrative activities of new and existing group benefit accounts.

ESSENTIAL DUTIES AND 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.

• 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.

REQUIREMENTS:

• 1-3 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.

• 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.

• College degree preferred but not required.

• Bilingual abilities in English and Spanish

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.