Job Information
Hub International Client Success Manager in Austin, Texas
HUB International Limited (“HUB”) is a fast-growing, global insurance brokerage providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Ranked 5th among the world’s largest insurance brokers and acquiring approximately 70 new businesses a year, HUB has over 17,000 employees in more than 600 offices throughout North America. As a Gold Award Winner of the Stevie Award for Great Employers, HUB also boasts a top company culture that is collaborative and focused on its employees to employer and enable them to deliver great results for its clients. Headquartered in Chicago, HUB is currently owned by a group of investors led by lead investor Hellman & Friedman, one of the world’s largest and most respected private equity firms that recently closed the largest PE fund of 2021 and one of the largest funds of all time.
Position Overview:
The purpose of this position is to develop and implement community engagement initiatives for a Financial Wellness Employee Benefit Program by establishing and nurturing relationships with Plan Sponsors.
Roles & Responsibilities
Participate as a member of the Marketing team in developing and implementing strategies
Own client onboarding and ensure launch timelines are on-track
Contribute to the attainment of member growth goals
Develop and manage client relationships in order to boost satisfaction, increase adoption and engagement, and ensure retention
Own the client renewal process, discuss contract terms with clients and keep track of timelines
Keep accurate records of all client information and communication in CRM system
Communication between Client and Internal Teams and document client requests appropriately
Represent the Company and the Program at conferences
Generate client reports and maintain client success tracking
Travel as needed for onsite client visits and events such as implementation meetings, benefits fairs, presentations, etc.
Track client database usage to monitor adoption and engagement
Drive participant and plan sponsor engagement activities
Manage vendors relationships
Programmatically manage account escalations, past-due invoices, contracts and service agreements
Support team members in addressing and resolving client issues involving claims, administration, compliance, etc.
Coordinate web event, webcast, and conference call logistics, including producing meeting agendas and meeting minutes.
Education, Skills and Experience
Bachelor’s degree
Proven ability to manage multiple projects at the same time while also paying close attention to details
Proven account management or relevant experience
Ability to work and communicate with senior/executive level partners
Demonstrated ability in communicating and understanding more complex technical issues
Excellent written and oral communication skills across multiple channels (email, phone, etc.)
Ability to travel as needed
#LI-KP1
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
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 http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
EEOAA Policy (https://hubinternational.jobs/eeo/)
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