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Client Service Manager

Job in San Diego, San Diego County, California, 92189, USA
Listing for: HUB International
Full Time position
Listed on 2026-01-12
Job specializations:
  • Management
    Client Relationship Manager, Business Management
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus provides our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

WHY CHOOSE HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients.

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
Position Summary

The Employee Benefits Account Management team provides critical support to clients through day-to-day program oversight, client advocacy and systems management in order to effectively manage their health and welfare programs. The Employee Benefits Client Service Manager oversees the Account Executives. This position may also assume the duties and responsibilities of an Account Executive to service a book of business with 1 or 2 clients to stay relevant with the changes that face the AE teams.

  • Manages a team of employee benefits service staff of Account Executives.
  • Develops and executes product, service and technical training programs, assists with departmental expectations, standards, policies and procedure and periodically audits/reviews standards to provide personnel coaching or feedback for management.
  • Answers team member questions, helps with team member problems, and oversees team member work for quality and guideline compliance. Provide appropriate feedback and identify training opportunities.
  • Acts as a resource for problem escalation when the team encounters complex issues. Reaches resolutions or identifies the need to further elevate an issue and communicates appropriately with all necessary parties.
  • Conducts team meetings to update members on best practices, continuing expectations, assignments and responsibilities clearly and professionally.
  • Stays current on new and existing HUB resources and specialty practices, carrier updates as well as state and federal regulations. Develop and manage team implementation strategy in tandem with assigned producer and/or HUB leadership.
  • Reviews and is responsible for client deliverables ensuring they meet client expectations and HUB branding and presentation standards.
  • Champions communication of goals, vision, and procedures developed by the HUB leadership teams.
  • Consults frequently with and is open to new ideas coming from team members.
  • Conducts annual performance reviews for all direct reports and assists in annual budgeting and ongoing operational expense monitoring for all locations/departments.
  • Fosters a positive and mutually supportive working environment, to provide the best possible client service and producer support.
  • Develops and shares comprehensive analysis of team performance based on goals, objectives, and deadlines with HUB leadership.
  • Works with regional EB Leadership Team to identify, develop and execute regional and national initiatives through project management activities and coordination of resources.
  • Develops best practices for leveraging standard technology platform and tools such as Benefit point, , Zywave and others.
  • Actively communicates with or visits prominent EB clients on a planned periodic basis to determine level of satisfaction and/or any additional service needs.
  • Assists assigned producer in developing new business opportunities and delegating to appropriate team members.
  • May support a book of business with similar duties and responsibilities as service staff.
    • Works closely with…
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