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Hub International Client Relationship Manager in East Longmeadow, Massachusetts


Responsible for assisting the Producer and Client Relationship Analyst with client relations and service, sales, and administrative activities of new and existing group benefit accounts.


Responsible for client retention, building relationships with key client personnel. Acquire a thorough understanding of client’s business, insurance objectives, and benefit program.

Provide timely legislative updates to clients.

Technical and daily management of client accounts including claims questions, administrative issues, client requests and keep Producer/CRA informed of status.

Provide recap of meeting/conference call notes to CRA/Producer.

Preparation of final proposals, benchmark reports and supplemental sales materials for presentation to prospects and clients.

Planning, implementation and carrier coordination of employee meetings for new/renewal plans, completion of new business/carrier change application forms and confirmation of carrier enrollment materials.

Prepare communications, open enrollment memos, PowerPoint presentations.

Responsible for notification form to Revenue Coordinator within effective date of change.

Responsible for compliance audits in conjunction with Compliance Officer.

Obtain claim reports and conduct monthly, quarterly and/or semi-annual claims analysis as decided by Producer.

Responsible for client 5500 criteria, submission of worksheets, previous filing to Wrangle.

Follow up with SAR/signature ready copies to client, obtain final 5500 copy for files.

Responsible for implementation of Client Service Plan calls/quarterly meetings, mid year reports.

Contribute to enhancement of client services/sales, be well informed and maintain a familiarity with industry trends.

Other responsibilities/duties as assigned or requested by Management.


  • Three year experience in employee benefits account managementLife/Health license required.

  • Knowledge of underwriting principals, alternative funding arrangements and self-funding.

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

  • Familiarity with state and federal compliance regulations and industry trends/best practices.

  • Proficiency with Microsoft Office products.

  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment

  • Li-AR

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action 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. The EEO is the Law poster and its supplement is available here at

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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