Client Relationship Manager - Select
Job in
Wilmington, Middlesex County, Massachusetts, 01887, USA
Listed on 2026-02-03
Listing for:
HUB International
Full Time
position Listed on 2026-02-03
Job specializations:
-
Business
-
Insurance
Job Description & How to Apply Below
Client Relationship Manager - Select Benefits page is loaded## Client Relationship Manager - Select Benefits remote type:
Hybrid Working locations:
Wilmington, MAtime type:
Full time posted on:
Publié aujourd'huijob requisition :
R0034319
** 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 currently have an opportunity for an
** Client Relationship Manager
** to join our
** Employee Benefits
** team**.*
* ** Overview**:
Responsible for assisting the Producer and Client Relationship Analyst with client relations and service, sales, and administrative activities of new and existing group benefit accounts.
** Responsibilities**:
* Responsible for client retention, building relationships with key client personnel. Acquire a thorough understanding of client’s business, insurance objectives, and benefit program.
* Provide timely legislative updates to clients.
* Technical and daily management of client accounts including claims questions, administrative issues, client requests and keep Producer/CRA informed of status.
* Provide recap of meeting/conference call notes to CRA/Producer.
* Preparation of final proposals, benchmark reports and supplemental sales materials for presentation to prospects and clients.
* Planning, implementation and carrier coordination of employee meetings for new/renewal plans, completion of new business/carrier change application forms and confirmation of carrier enrollment materials.
* Prepare communications, open enrollment memos, PowerPoint presentations.
* Responsible for notification form to Revenue Coordinator within effective date of change.
* Responsible for compliance audits in conjunction with Compliance Officer.
* Obtain claim reports and conduct monthly, quarterly and/or semi-annual claims analysis as decided by Producer.
* Responsible for client 5500 criteria, submission of worksheets, previous filing to Wrangle.
* Follow up with SAR/signature ready copies to client, obtain final 5500 copy for files.
* Responsible for implementation of Client Service Plan calls/quarterly meetings, mid year reports.
* Contribute to enhancement of client services/sales, be well informed and maintain a familiarity with industry trends.
* Other responsibilities/duties as assigned or requested by Management.
** Qualifications**:
* Three years’ experience in employee benefits account management.
* Life/Health license required.
* Knowledge of underwriting principals, alternative funding arrangements and self-funding.
* Ability to analyze claims and project renewals for self-funded and large fully-insured accounts.
* Familiarity with state and federal compliance regulations and industry trends/best practices.
* Proficiency with Microsoft Office products.
* Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
* The expected salary range for this position is $54,933* *- $72,000
* * and will be impacted by…
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