Employee Benefits Client Manager


The Client Manager will support the Consultant as the day-to-day contact in providing strategic account management and brokerage services to assigned health and welfare benefit plan (EB) clients, having the primary responsibility of making Consultants more efficient. The Client Manager is viewed as a team player who helps the Consultant with meeting planning, benchmarking, marketing, timely release of reporting to clients, annual notices, contract reviews, and maintaining internal systems/checklists. Travel to meet and present to clients is required.

The Client Manager will interface with Consultants and Subject Matter Experts (SMEs) directly for assigned clients, involving leveraging individuals appropriately in service related activities to support client needs. In general, the Client Manager will support Consultants with executing strategies, preparing materials/reports, keeping internal systems up to date, and acting as the day-to-day contact for clients. Consultants will lead service teams to provide overall strategy to clients within an assigned book of business. SMEs will support the Consultant and Client Manager with coordinating/presenting materials related to specific topics.

Job Duties:

  • Respond promptly and professionally to the service needs of clients and Consultants (internal customers).
  • Assist Consultants in adding lines of coverage to existing accounts.
  • Market coverage via RFP process, organize responses, and produce spreadsheets and other related items while verifying their accuracy.
  • Work with clients to deliver employee communications and open enrollment materials.
  • Send clients monthly financial reports with comments.
  • Prepare renewals, contact clients for updated information, create renewal proposals, and handle other renewal activities in coordination with the Consultant.
  • Assist Consultants in client renewal changes, such as new carrier implementation, adding new products, etc.
  • Prepare meeting summaries and follow-up items, making sure all follow-up items are addressed.
  • Possess a detailed knowledge of the client's business and industry.
  • Establish and maintain strong and productive professional relationships with cognizant insurance carriers and key vendor partners, including a detailed familiarity with carrier and key vendor partner products and services in support of assigned clients.
  • Broad knowledge of insurance products and usages and ability to work independently.
  • Maintain required internal client filings.
  • Ensure that all client service needs are promptly and professionally delivered.
  • Possess a mastery of the various HUB resources and tools that are available via "HUB Today."
  • Have knowledge about and comply with HUB systems, procedures, and state/federal insurance regulations.
  • Maintain applicable licensing by participating in continuing education.
  • Possess a strong ability to effectively communicate, orally and in writing, which will include the ability to design and deliver effective group presentations using various media to the client.
  • This job description is intended to describe the level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise.


  • Bachelor's degree
  • At least 1 year of EB brokerage experience servicing 100+ clients
  • Current Pennsylvania Life, Accident, and Health License
  • Exceptional written and verbal communication skills
  • Proficiency with Microsoft Office Suite
  • High energy, detail-oriented self-starter
  • Significant skill in handling competing demands and projects
  • Excellent organizational skills and ability to prioritize and delegate responsibility
  • Strong and efficient time management skills
  • LI-HI-EC

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