Senior Client Relationship Manager, Employee Benefits

HUB International

Senior Client Relationship Manager managing client relationships within HUB International's Employee Benefits team. Focusing on account management and client retention strategies in Rockville and Ellicott City.

Posted 6/3/2026full-timeRockville • Maryland, Virginia • 🇺🇸 United StatesSenior💰 $95,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact

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.
Discuss with Producer as needed.
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.

Requirements

What you’ll need

Five 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.
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.

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

employee benefits account managementclaims analysisunderwriting principlesalternative funding arrangementsself-fundingdata analysisproposal preparationopen enrollment materials preparationclient service plan implementationcompliance review

Soft Skills

detail orientedorganizational skillsinterpersonal skillswritten communicationverbal communicationcustomer serviceability to multitaskindependent workteam collaborationpresentation skills

Certifications

Life/Health license