Client Relationship Manager

Client Relationship Manager

HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance, because that's important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards as it relates to accuracy, timeliness and friendliness in all communications.

Essential Functions/Responsibilities:

• Develop and maintain effective working relationships in liaison role with insurance company service partner contacts (such service and claim representatives) and client contacts.
• Confidentially assist with all claims matters and bring to resolution with proper documentation and follow up to the client; following HIPAA rules and HUB procedures.
• Keep Advisors, and supervisor fully informed of all important activities on client accounts.
• Prepare for open enrollment meetings by creating enrollment kits, Power Point presentation, and any other required presentation materials.
• Schedule all Open Enrollment Meetings and Webinars.
• Update Online Enrollment system for Open Enrollment.
• Train employers on how to use online portal.
• Monitor outstanding enrollment in online portal and assist employees with getting enrolled.
• Present or assist with all Open Enrollment Meetings.
• Update the WRAP document, SPD's, Annual Notices & Exchanges Notices.
• Request Schedule A's and confirm 5500 filings.
• Prepare Power Point for recording, if applicable.
• Responsible for group submission; ensure employees are enrolled in the appropriate products as needed.
• Prepare and ensure accuracy of group enrollment.
• Make service/relationship calls as needed.
• Assist with ongoing enrollment and changes as necessary.
• Review weekly change reports and follow-up on any issues PATRA was unable to complete.
• Large project implementation such as online enrollment, wellness programs, etc.
• Manage online enrollment, training and ongoing platform service for clients.
• Preparation of reports for clients or internal use as needed.
• Keep all information and meeting notations on accounts accurate and up to date in Brokerage Builder.
• Communicate to our clients "Our Value Added Service".
• Other related duties as assigned.
• Works Closely with the Benefits & Financial Analyst.

Additional

Duties & Responsibilities:

• Attends seminars, professional meetings and conferences as requested.
• Communicates effectively and display a professional manner when dealing with supervisors, co-workers, clients and vendors.
• Work effectively as a team member, participating actively and constructively.

Required Knowledge, Skills, & Abilities:

• Must be self-directed and able to complete projects with limited supervision.
• Ability to maintain confidentiality and discretion in all matters.
• Strong attention to…