Client Relationship Manager, Employee Benefits

HUB International

. Assist the Producer with client relations and service, sales, and administrative activities for new and existing group benefit accounts .

Posted 11/4/2026full-timeRockville • Maryland • United StatesMid-LevelSenior💰 $70,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in employee benefits account management, client relations, and compliance with state and federal regulations. Proficient in utilizing Agency Management Systems and Microsoft Office to support client needs and enhance service delivery.

Highest-signal resume keywords

Employee Benefits Account ManagementLife/Health LicenseAgency Management SystemsMicrosoft Office ProficiencyClient Relations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Claims AnalysisProposal PreparationCompliance ReviewUnderwriting PrinciplesData Analysis

Soft Skills

Organizational SkillsInterpersonal SkillsCustomer Service SkillsCommunication SkillsDetail Oriented

Tools & Technologies

BenefitPointMicrosoft TeamsZoomGoToMeetingHUB Agency Management System

Certifications & Qualifications

Life/Health License

Industry Keywords

Employee BenefitsCompliance RegulationsInsurance ObjectivesOpen EnrollmentSelf-Funding

About the role

Key responsibilities & impact

Assist the Producer with client relations and service, sales, and administrative activities for new and existing group benefit accounts
Retain clients and build strong relationships with client personnel
Maintain understanding of clients’ businesses, insurance objectives, and benefit programs
Manage assigned client accounts, including claims questions, administrative issues, client requests, and technology needs
Market new business and renewal accounts; review quotes and prepare proposals, spreadsheets, reports, and sales materials
Create open enrollment materials, communications, and PowerPoint presentations
Conduct client presentations, renewal meetings, and open enrollment meetings in the Producer’s absence
Plan and coordinate employee meetings and carrier implementations for new and renewal plans
Complete new business and carrier change application forms
Provide meeting and conference call recaps to the Producer
Maintain accurate client information in HUB Agency Management System, Benefit Point, and/or BUS
Review compliance requirements and provide legislative updates
Obtain claims reports for claims analysis
Implement client service plan calls, quarterly meetings, and mid-year reports
Ensure clients with over 100 employees understand 5500 filing and compliance criteria
Monitor industry developments and changes in insurance carriers and federal and state laws
Attend required training sessions and follow regulations, policies, procedures, and management instructions

Requirements

What you’ll need

Three 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, written and verbal communication skills
Outstanding customer service skills
Ability to work independently and in a team environment
Strong working knowledge of Agency Management Systems such as BenefitPoint, Brokerage Builder, and EPIC
Proficient in virtual meeting software such as Microsoft Teams, Zoom, and GoToMeeting
Knowledge of underwriting principles, alternative funding arrangements, and self-funding is a plus
Ability to analyze claims and renewal data for large fully-insured and self-funded accounts
College degree preferred but not required
Bilingual abilities in English and Spanish