Client Relationship Manager, Group Health Insurance Specialist - Potential Hybrid

Client Relationship Manager – Employee Benefits

Location:

Midlothian, VA

• Client retention and relationship building with client personnel; maintain a thorough understanding of client business, insurance objectives, and benefit program.
• Daily management of assigned client accounts, including claims questions, administrative issues, client requests, and technology needs; work independently and with the Producer as needed.
• Market new business/renewal accounts, review quotes, prepare proposals, spreadsheets, reports, and supplemental sales materials for presentation to prospects and clients.
• Create and prepare open enrollment materials, communication pieces, and PowerPoint presentations as necessary.
• Conduct client presentations, renewal, and open enrollment meetings in the absence of the Producer.
• Plan, implement, and coordinate employee meetings for new/renewal plans, complete new business/carrier change application forms, and ensure a smooth implementation process.
• Quote, serve, and assist the Producer in the sales process for individual life and disability coverages.
• Provide recap of meeting/conference call notes to the Producer.
• Maintain current and accurate client information in the HUB Agency Management System, Benefit Point and/or BUS.
• Review compliance requirements with client and provide timely legislative updates.
• Obtain claim reports for monthly, quarterly, and/or semi‑annual claims analysis based on carrier availability.
• Implement Client Service Plan calls/quarterly meetings, mid‑year reports, as deemed necessary.
• Ensure clients with over 100 employees understand 5500 filing and compliance criteria.
• Contribute to the enhancement of client services/sales and stay familiar 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.
• Perform other responsibilities or duties as assigned or requested by Management.

• Three 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, written and verbal communication skills.
• Outstanding customer service skills.
• Ability to work independently and in a team environment.

• Strong working knowledge of Agency Management Systems such as Benefit Point, Brokerage Builder, EPIC.
• Experience working with Employee Navigator.
• Proficiency in virtual meeting software such as Microsoft Teams, Zoom, and Goto Meeting.
• Knowledge of underwriting principals, alternative funding arrangements and self‑funding, a plus.
• Ability to analyze claims and renewal data for large fully‑insured and self‑funded accounts.
• College degree preferred but not required.

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

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.