Fort Myers, FL, USA
42 days ago
Employee Benefits Client Relationship Manager- Hybrid

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is the 5th 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 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

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 offeringMedical/dental/vision insurance and voluntary insurance optionsHealth Savings Account funding401k matching programCompany paid Life and Short-Term Disability PlansSupplemental Life and Long-Term Disability OptionsComprehensive Wellness ProgramGenerous PTO Package - Vacation, Holiday, Sick, and Personal Time OffGreat work/life balance, because that’s important for all of us!Focus on creating a meaningful environment through employee engagement eventsThe 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 communityStrong community support and involvement through HUB Gives

SUMMARY:

You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent.

We currently have an opportunity for a Client Relationship Manager to join our Employee Benefits team in our Fort Myers, FL office.

The selected individual will be responsible for assisting the Producer with client relations and service, sales, and administrative activities of new and existing group benefit accounts.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Responsible for client retention and building strong relationships with client personnel. Maintain a thorough understanding of client’s business, insurance objectives, and benefit program.

Daily management of assigned client accounts, including but not limited to, claims questions, administrative issues, client requests, and technology needs. Work independently and with the Producer, based on the client needs.

Create and prepare open enrollment materials, communication pieces and PowerPoint presentations, as determined necessary for the client.

Conduct client presentations and open enrollment meetings, in the absence of the Producer.

Planning, implementation and carrier coordination of employee meetings for new/renewal plans, completion of new business/carrier change application forms and ensure a smooth implementation process.

Provide recap of meeting/conference call notes to Producer

Responsible for maintaining current and accurate client information in the HUB Agency Management System, Benefit Point and/or BUS, for assigned clients.

Review compliance requirements with client and provide timely legislative updates.

Responsible for implementation of Client Service Plan calls/quarterly meetings, mid-year reports, as deemed necessary.

Contribute to the enhancement of client services/sales and maintain a familiarity with industry developments and changes with insurance carriers and both Federal and State laws.

Attend and complete all training sessions required by HUB Corporate or Management.

Abide by all regulations, policies, work procedures and instructions.

Other responsibilities/duties as assigned or requested by Management.

REQUIREMENTS:

1-3 years of experience in employee benefits account management; preferably at a broker agency.

Valid current Life/Health license required.

Familiarity with state and federal compliance regulations and industry trends/best practices.

Intermediate to advanced proficiency with Microsoft Office products.

Detail oriented with the ability to prioritize and multitask.

Excellent organizational, interpersonal, and written and verbal communication skills.

Outstanding customer service skills.

Ability to work independently, as well as, in a team environment.

Strong working knowledge of Agency Management Systems such as BenefitPoint, Brokerage Builder, EPIC.

Proficient in the use of virtual meeting software, such as Microsoft Teams, Zoom, and GotoMeeting.

Knowledge of underwriting principals, alternative funding arrangements and self-funding, a plus.

College degree preferred but not required.

Bilingual abilities in English and Spanish

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

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We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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