Client Relationship Manager
Listed on 2026-10-05
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Insurance
Insurance Sales
Discover a Career That Empowers You - Join HUB International At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it. In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies.
We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve.
We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career.
Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling.
We would love for you to explore what is possible at HUB International.
We currently have an opportunity for an Client Relationship Manager to join our Employee Benefits team in our Wilmington, MA office on a Hybrid work schedule.
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.
- Three years’ experience in employee benefits account management.
- Life/Health license required.
- Knowledge of underwriting principals, alternative funding…
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