Client Manager

Join HUB International

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.

Client Manager

The client manager (CM) will support the benefits consultant (BC) as the day-to-day contact in providing strategic brokerage and consulting services to assigned health and welfare benefit plan (EB) clients, having the primary responsibility of making BC more efficient. The CM is viewed as a team player who helps the BC with meeting planning, benchmarking, marketing, timely release of reporting to clients, annual notices, contract reviews, and maintaining internal systems/checklists. Travel to meet and present to clients is required.

The CM will interface with BC and subject matter experts (SMEs) directly for assigned clients, involving leveraging individuals appropriately in service-related activities to support client needs. In general, the CM will support BC with executing strategies, preparing materials/reports, keeping internal systems up to date, and acting as the day-to-day contact for clients. BCs will lead service teams to provide overall strategy to clients within an assigned book of business. SMEs will support the BC and CM with coordinating/presenting materials related to specific topics.

In this role, you will:

• Respond promptly and professionally to the service needs of clients and BCs (internal customers).
• Assist BC in adding lines of coverage to existing accounts.
• Market coverage via RFP process, organize responses, and produce spreadsheets and other related items while verifying their accuracy.
• Work with clients to deliver employee communications and open enrollment materials.
• Prepare renewals, contact clients for updated information, create renewal proposals and handle other renewal activities in coordination with the BC.
• Assist BC in client renewal changes such as new carrier implementation, adding new products, etc.
• Prepare meeting summaries and follow-up items, making sure all follow-up items are addressed.
• Possess a detailed knowledge of the client's business and industry.
• Establish and maintain strong and productive professional relationships with cognizant insurance carriers and key vendor partners, including a detailed familiarity with carrier and key vendor partner products and services in support of assigned clients.
• Broad knowledge of insurance products and usages and ability to work independently.
• Maintain required internal client filings.
• Ensure that all client service needs are promptly and professionally delivered.
• Possess a mastery of the various HUB resources and tools that are available via "HUB Today."
• Have knowledge about and comply with HUB systems, procedures and state/federal insurance regulations.
• Maintain applicable licensing by participating in continuing education.
• Possess a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media to the client.
• This job description is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise.

What you offer us:

• Bachelor's degree
• At least 2 years of EB brokerage experience servicing clients with 100 or more employees
• State Life, Accident, and Health license
• Exceptional written and verbal communication skills
• Proficiency with Microsoft Office Suite
• High energy, detail-oriented self-starter
• Significant skill in handling competing demands and projects
• Excellent organizational skills and ability to prioritize and delegate responsibility
• Strong and efficient time management skills

What we offer you:

• A rewarding job that helps local businesses in the community
• Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
• Generous time-off policies
• A work/life balance because that's important for all of us
• Learn from the expertise of your coworkers
• Growth- HUB is growing, and so can your career
• Be part of a motivated team
• Additional benefits based on qualifications of applicant

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

Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible Required Education: Bachelor's degree (4-year degree)

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.

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