Senior Client Relationship Manager, Employee Benefits - Potential for Hybrid Work

Senior Client Relationship Manager

HUB International is looking for a Senior Client Relationship Manager to join our Employee Benefits team in our Annapolis, MD office on a hybrid work schedule.

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.

• Serve as the primary day-to-day contact for assigned client accounts, building trusted, long-term relationships by maintaining a thorough understanding of each client's business, insurance objectives, and employee benefits program.
• Manage all aspects of assigned accounts independently and in partnership with the Producer, including claims inquiries, administrative issues, client requests, and technology needs.
• Market new business and renewal accounts, analyze carrier quotes, and prepare proposals, comparison spreadsheets, reports, and supplemental sales materials for presentation to clients and prospects.
• Lead open enrollment planning and execution, including the development of employee communications, presentations, and carrier coordination; conduct client meetings and presentations independently in the absence of the Producer.
• Coordinate new and renewal plan implementations, including completion of carrier change application forms and management of all carrier and client touchpoints to ensure a seamless transition.
• Stay current on federal and state regulatory requirements, provide clients with timely legislative updates, and ensure clients with 100 or more employees understand Form 5500 filing obligations and compliance criteria.
• Obtain and analyze monthly, quarterly, and semi-annual claims reports based on carrier availability; deliver mid-year reports and Client Service Plan reviews as determined appropriate for each account.
• Maintain accurate and current client information in Benefit Point in accordance with HUB standards.
• Provide meeting and conference call recaps to the Producer following all client interactions.
• Contribute to the continuous improvement of client services and sales practices; maintain familiarity with industry developments, carrier changes, and applicable legislation.
• Complete all training required by HUB Corporate or Management and adhere to all company regulations, policies, procedures, and instructions.
• Perform other duties as assigned or requested by Management.

• Seven years of experience in employee benefits account management; preferably at a broker agency.
• Valid current Life/Health license required.
• Working knowledge of state and federal benefits compliance regulations and industry trends/best practices.
• Intermediate to advanced proficiency with Microsoft Office products.
• Detail-oriented with the ability to manage competing priorities, multiple clients, and concurrent deadlines with accuracy and consistency.
• Excellent organizational and interpersonal skills with strong written and verbal communication abilities.
• Ability to present information clearly and professionally across all formats and audiences.
• Ability to work independently, as well as, in a team environment.

• Strong working knowledge of Agency Management Systems such as Benefit Point, Brokerage Builder, or EPIC.
• Proficient in the use of virtual meeting software, such as Microsoft Teams, Zoom, and Goto Meeting.
• Knowledge of self-funding, alternative funding, and/or underwriting basics.
• Ability to analyze claims data for large fully-insured and self-funded accounts.
• College degree preferred but not required.
• Bilingual abilities in English and Spanish.

At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well-being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too.

We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence.

• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan
• Life and Disability Plans
• Long-Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Flexible Work Arrangements
• Dress for Your Day Policy
• Comprehensive Onboarding and Continuing Education

Ready to take the next step? Apply today.