What are the responsibilities and job description for the Employee Benefits Client Relationship Manager position at 5HQ Hub International Florida, a Division of Hub International Midwest Limited?
The Client Relationship Manager acts as a liaison between the client and insurance carriers for service, enrollment, claims and administration; constantly maintaining quality and service standards as it relates to accuracy, timeliness and friendliness in all communications. ESSENTIAL FUNCTIONS: Develop and maintain effective working relationships in liaison role with insurance company service partner contacts (such service and claim representatives) and client contacts. Confidentially assist with all claims matters and bring to resolution with proper documentation and follow up to the client; following HIPAA rules and HUB procedures. Keep Advisors, and supervisor fully informed of all important activities on client accounts. Prepare for open enrollment meetings by creating enrollment kits, Power Point presentation, and any other required presentation materials. Schedule all Open Enrollment Meetings and Webinars. Update Online Enrollment system for Open Enrollment. Train employers on how to use online portal. Monitor outstanding enrollment in online portal and assist employees with getting enrolled. Present or assist with all Open Enrollment Meetings. Update the WRAP document, SPD’s, Annual Notices & Exchanges Notices. Request Schedule A’s and confirm 5500 filings. Prepare Power Point for recording, if applicable. Responsible for group submission; ensure employees are enrolled in the appropriate products as needed. Prepare and ensure accuracy of group enrollment. Make service/relationship calls as needed. Assist with ongoing enrollment and changes as necessary. Review weekly change reports and follow-up on any issues PATRA was unable to complete. Large project implementation such as online enrollment, wellness programs, etc. Manage online enrollment, training and ongoing platform service for clients. Preparation of reports for clients or internal use as needed. Keep all information and meeting notations on accounts accurate and up to date in Brokerage Builder. Communicate to our clients “Our Value Added Service”. Other related duties as assigned. Works Closely with the Benefits & Financial Analyst. ADDITIONAL DUTIES AND RESPONSABILITIES: Attends seminars, professional meetings and conferences as requested. Communicates effectively and display a professional manner when dealing with supervisors, co-workers, clients and vendors. Work effectively as a team member, participating actively and constructively. REQUIRED KNOWLEDGE, SKILLS AND ABILITIES: Must be self-directed and able to complete projects with limited supervision. Ability to maintain confidentiality and discretion in all matters. Strong attention to detail and ability to self-check work. Excellent time management skills, task oriented; excellent organizational skills; ability to prioritize work load. Enthusiastic attitude; cooperative team player; adaptable to new or changing circumstances. Professional demeanor; sensitive to client needs. Self-motivated, creative and innovative; excellent problem solving skills. Competent in the use of Word, Excel. PowerPoint and other computer programs to prepare presentations, forms, and spreadsheets with speed and accuracy. Effective written and verbal communication skills. Strong presentation skills. EDUCATION AND EXPERIENCE: Bachelor’s degree or equivalent combination of education and experience. SPECIAL REQUIREMENTS: Florida Insurance License 2-15. Maintain continuing education credits. 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 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. E-Verify Program 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 recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. Hi, we’re HUB. In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.