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Client Relationship Manager
Hub International Ltd
East Longmeadow, MA, United States
Job Details - this job has expired, please see similar jobs below
Why Choose HUB?
We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
We are the perfect fit if you:
• are seeking a progressive work environment at a rapidly growing organization
• have a desire to help others protect their future
• have an entrepreneurial spirit and are challenged by the opportunity to grow the business
• are focused on learning and development to enhance your industry knowledge and expertise
• are a self-starter willing to invest time and energy to learn the technical aspects of our business
• believe in integrity and building success by developing relationships with others
The selected employee will be responsible for assisting the Producer and Client Relationship Analyst with client relations and service, sales, and administrative activities of new and existing group benefit accounts.
Specific 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, midyear 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.
Qualifications:
• 4 years experience in Employee Benefits .
• Life/Health license required.
• Knowledge of underwriting principals, alternative funding arrangements and self-funding.
• Ability to analyze claims and project renewals for self-funded and large fully-insured accounts.
• Familiarity with state and federal compliance regulations and industry trends/best practices.
• Proficiency with Microsoft Office products.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.