• Employee Benefits Client Relationship Manager

    HUB International (Jacksonville, FL)


    + 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: 1-2 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 (https://hubinternational.jobs/e-verify/)

     

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