Account Manager (aka Client Relationship Manager) – Employee Benefits

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.

Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit.

With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. Explore your future with HUB International. Let’s grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you.

We are looking for an Account Manager (aka Client Relationship Manager) to join our Employee Benefits team on a Hybrid work schedule. We're looking for an Account Manager (aka Client Relationship Manager) to join our Employee Benefits team — available in Wilmington, MA with travel to/or in Manchester, NH. This is a hybrid role; candidates based in the Wilmington office should expect one day per week in our Manchester office.

In this role, you'll serve as a key resource for clients and a collaborative partner to our Producers and Account Executives — managing the full scope of account service, retention, and day-to-day client experience. Each Account Manager is assigned to a small book of business.

Build and maintain strong relationships with client personnel, develop a deep understanding of each client’s business, insurance objectives, and benefit program to drive retention. Share timely legislative and compliance updates, keeping clients informed of relevant regulatory changes. Manage the daily service needs of assigned accounts — including claims questions, administrative issues, and client requests — while keeping the Producer/AE informed of status.

Capture and distribute meeting and conference call notes to the Account Executive /Producer. Prepare final proposals, benchmark reports, and supplemental sales materials for clients and prospect presentations. Coordinate employee meetings for new and renewal plans, including carrier coordination, completion of new business/carrier change applications, and confirmation of enrollment materials. Draft client communications, open enrollment memos, and PowerPoint presentations. Submit notification forms to the Revenue Coordinator within effective dates of change.

Support compliance audits in partnership with the Compliance Officer. Manage client 5500 responsibilities, including submission of worksheets and prior filings to Wrangle, and follow up on SAR/signature-ready copies. Execute Client Service Plan calls, quarterly meetings, and mid-year reports. Stay current on industry trends, best practices, and carrier developments to continuously enhance client service and support sales efforts. Take on additional responsibilities as assigned by management.

3+ years of experience in employee benefits account management. Active Life/Health license required. Solid knowledge of underwriting principles, alternative funding…