Client Relationship Manager, Employee Benefits - Potential for Hybrid Work

Discover a Career That Empowers You — Join HUB International! 

At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. 

Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. 

As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. 

Explore your future with HUB International. Let’s grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you.  

We currently have an opportunity for a Client Relationship Manager to join our Employee Benefits team in our Rockville, MD office. 

The selected individual will be responsible for assisting the Producer with client relations and service, sales, and administrative activities of new and existing group benefit accounts. 

Job Responsibilities: 

• Serve as the primary day-to-day contact for assigned client accounts, building trusted, long-term relationships by maintaining a thorough understanding of each client's business, insurance objectives, and employee benefits program. 

• Manage all aspects of assigned accounts independently and in partnership with the Producer, including claims inquiries, administrative issues, client requests, and technology needs. 

• Market new business and renewal accounts, analyze carrier quotes, and prepare proposals, comparison spreadsheets, reports, and supplemental sales materials for presentation to clients and prospects. 

• Lead open enrollment planning and execution, including the development of employee communications, presentations, and carrier coordination; conduct client meetings and presentations independently in the absence of the Producer. 

• Coordinate new and renewal plan implementations, including completion of carrier change application forms and management of all carrier and client touchpoints to ensure a seamless transition. 

• Stay current on federal and state regulatory requirements, provide clients with timely legislative updates, and ensure clients with 100 or more employees understand Form 5500 filing obligations and compliance criteria. 

• Obtain and analyze monthly, quarterly, and semi-annual claims reports based on carrier availability; deliver mid-year reports and Client Service Plan reviews as determined appropriate for each account. 

• Maintain accurate and current client information in BenefitPoint in accordance with HUB standards. 

• Provide meeting and conference call recaps to the Producer following all client interactions. 

• Contribute to the continuous improvement of client services and sales practices; maintain familiarity with industry developments, carrier changes, and applicable legislation. 

• Complete all training required by HUB Corporate or Management and adhere to all company regulations, policies, procedures, and instructions. 

• Perform other duties as assigned or requested by Management. 

Qualifications: 

• Two years of experience in employee benefits account management; preferably at a broker agency. 

• Valid current Life/Health license required. 

• Working knowledge of state and federal benefits compliance regulations and industry trends/best practices. 

• Intermediate to advanced proficiency with Microsoft Office products. 

• Detail-oriented with the ability to manage competing priorities, multiple clients, and concurrent deadlines with accuracy and consistency. 

• Excellent organizational and interpersonal skills with strong written and verbal communication abilities. 

• Ability to present information clearly and professionally across all formats and audiences. 

• Ability to work independently, as well as, in a team environment.  

Our Preferred Candidate Will Have: 

• Strong working knowledge of Agency Management Systems such as BenefitPoint, Brokerage Builder, or EPIC. 

• Proficient in the use of virtual meeting software, such as Microsoft Teams, Zoom, and GotoMeeting. 

• Knowledge of self-funding, alternative funding, and/or underwriting basics 

• Ability to analyze claims data for large fully-insured and self-funded accounts. 

• College degree preferred but not required. 

• Bilingual abilities in English and Spanish. 

What We Offer You: 

At HUB International, we’re invested in your success — both inside and outside of work. Our benefits are designed to support your well-being, empower your growth, and set you up for a secure future. From comprehensive health coverage to resources that promote work-life balance, we’ve got you covered. 

We believe in continuous learning and career momentum. Whether you're just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you thrive. When you grow, we grow! 

Benefits you may enjoy working at HUB International Mid-Atlantic, Inc: 

• Medical, Dental, Vision and Prescription Drug Coverage 

• Health Plan Reimbursement Program 

• Health Savings Account (HSA) 

• 401(k) Savings Plan 

• Employee Assistance Program (EAP) 

• Comprehensive Wellness Program 

• Flexible Spending Accounts (FSAs) 

• Life and Disability Plans 

• Long-Term Care 

• Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more! 

• Low-Cost Loan Program and Student Loan Resources 

• Vacation, Holiday, Sick, and Personal Time Off 

• Comprehensive Onboarding 

• Continuing Education 

• Flexible Work Arrangements 

• Dress for Your Day Dress-Code 

Employee Resource Groups and Voices of HUB Employee Groups: 

At HUB, inclusion isn’t just a core value — it’s a shared commitment. We’re building a workplace where every voice is heard, every person is respected, and everyone can show up as their authentic self. 

One of the easiest ways to get involved is by joining one of our Employee Resource Groups (ERGs) or Voices of HUB Employee Groups — communities where connection, support, and impact come to life. 

Currently we have two ERGs:  

• HUB Women Network 

• HUB Black Inclusion Network 

Our Voices of HUB Employee Groups are: 

• HUB Women Network 

• HUB Black Inclusion Network 

• Asian Pacific Islander Network 

• Latin Network 

• HUB Young Professional Enrichment (HYPE) 

• Indigenous Network 

• Pride Network 

• Military Network 

• Abilities Network 

Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy:  

• Talent – the attraction, recruitment, and hiring of the best diverse talent;  

• Culture – creating a culture of Inclusion and Belonging; and  

• Community – having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy. 

The expected salary range for this position is $70,000 to $90,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions. 

Apply today! 

*LI-AM