Employee Benefits Client Relationship Manager
HUB International · Winter Park, FL ·
- Category
- Management
- Experience
- 2+ years
About HUB International:
HUB International Limited (“HUB”) is one of the 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 21,000 employees in 600+ 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 offerings
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
Position Summary:
The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards as it relates to accuracy, timeliness and friendliness in all communications.
Essential Functions/Responsibilities:
Develop and maintain effective working relationships in liaison role with insurance company service partner contacts (such service and claim representatives) and client contacts.
Confidentially assist with all claims matters and bring to resolution with proper documentation and follow up to the client; following HIPAA rules and HUB procedures.
Keep Advisors, and supervisor fully informed of all important activities on client accounts.
Prepare for open enrollment meetings by creating enrollment kits, Power Point presentation, and any other required presentation materials.
Schedule all Open Enrollment Meetings and Webinars.
Update Online Enrollment system for Open Enrollment.
Train employers on how to use online portal.
Monitor outstanding enrollment in online portal and assist employees with getting enrolled.
Present or assist with all Open Enrollment Meetings.
Update the WRAP document, SPD’s, Annual Notices & Exchanges Notices.
Request Schedule A’s and confirm 5500 filings.
Prepare Power Point for recording, if applicable.
Responsible for group submission; ensure employees are enrolled in the appropriate products as needed.
Prepare and ensure accuracy of group enrollment.
Make service/relationship calls as needed.
Assist with ongoing enrollment and changes as necessary.
Review weekly change reports and follow-up on any issues PATRA was unable to complete.
Large project implementation such as online enrollment, wellness programs, etc.
Manage online enrollment, training and ongoing platform service for clients.
Preparation of reports for clients or internal use as needed.
Keep all information and meeting notations on accounts accurate and up to date in Brokerage Builder.
Communicate to our clients “Our Value Added Service”.
Other related duties as assigned.
Works Closely with the Benefits & Financial Analyst.
Additional Duties & Responsibilities:
Attends seminars, professional meetings and conferences as requested.
Communicates effectively and display a professional manner when dealing with supervisors, co-workers, clients and vendors.
Work effectively as a team member, participating actively and constructively.
Required Knowledge, Skills, & Abilities:
Must be self-directed and able to complete projects with limited supervision.
Ability to maintain confidentiality and discretion in all matters.
Strong attention to detail and ability to self-check work.
Excellent time management skills, task oriented; excellent organizational skills; ability to prioritize work load.
Enthusiastic attitude; cooperative team player; adaptable to new or changing circumstances.
Professional demeanor; sensitive to client needs.
Self-motivated, creative and innovative; excellent problem solving skills.
Competent in the use of Word, Excel. PowerPoint and other computer programs to prepare presentations, forms, and spreadsheets with speed and accuracy.
Effective written and verbal communication skills.
Strong presentation skills.
Education & Licensure Requirements:
Bachelor’s degree preferred or equivalent combination of education and experience. High school diploma or GED required.
Florida 2-15 License required or must be willing to obtain.
HUB International Limited is an equal opportunity 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.
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