Account Manager

• Responsible for assisting the Producer with client relations and service, sales, and administrative activities of new and existing group benefit accounts.
• 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.
• Market new business/renewal accounts, review quotes, prepare new business and renewal proposals/spreadsheets, reports and supplemental sales materials for presentation to prospects and clients.
• Create and prepare open enrollment materials, communication pieces and PowerPoint presentations, as determined necessary for the client.
• Conduct client presentations, renewal 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.
• Obtain claim reports for monthly, quarterly and/or semi-annual claims analysis, based on availability from carrier.
• Responsible for implementation of Client Service Plan calls/quarterly meetings, mid-year reports, as deemed necessary.
• Ensure clients with over 100 employees understand 5500 filing and compliance criteria.
• 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.

Client Relationship Manager, Employee Benefits

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