Client Relationship Manager at Hilb Group | HR Consulting

, , United States -

Full Time

Start Date

Immediate

Expiry Date

15 May, 26

Salary

0.0

Posted On

14 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Team Meetings, Client Communication, Issue Resolution, Review Meetings, Presentation Preparation, Employee Education, Enrollment Meetings, Deadline Management, Technology Systems Maintenance, Database Management, CRM Systems, Investment Analytics, Report Preparation, Service Streamlining, Customer Service

Industry

Insurance

Description

Grow With Us! At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Client Relationship Manager to join our team. This position will report to our agency located in Cranston, RI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position. Responsibilities: Contributing to various team meetings Participating in day-to-day communication with clients proactively Assisting clients with questions and issue resolution Managing review meetings directly or in coordination with Retirement Advisors Preparing client meeting and other presentation materials in collaboration with the retirement client service team and with Retirement Advisors Conducting employee education workshops and enrollment meetings Coordinating with other departments to ensure deadlines are met Maintaining client support technology systems including databases, client relationship management systems, and investment analytics application Assisting in the completion of additional reports and presentations as necessary Helping the team in streamlining services and implementing new applications, software, and products Contributing to a positive workplace environment Ensuring the highest level of customer service and satisfaction Qualifications: Bachelor’s degree FINRA Series 65 license (or obtaining within the established timeframe) 5+ years of relevant financial services industry experience Experience in the retirement industry, as well investment knowledge Excellent communication skills, both oral and written Detail orientated and superior organizational skills Deadline driven Ability to work independently, as well as be a team player demonstrating collaboration Tech-savvy with excellent command of all Microsoft programs (Office, Word, and Excel) Fluency in Spanish is preferred, but not required Benefits: Company Paid Life Insurance, Long-Term and Short-Term Disability. Medical, Dental, Vision and FSA/HSA plans. 401(k) with company match. Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits. Generous PTO. An awesome team of professionals! The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. Founded in 2009, Hilb Group is a Top 25 middle-market independent insurance broker. Hilb Group offers expertise in property & casualty, employee benefits, human resources consulting, and retirement services to businesses and individuals throughout the nation. Hilb Group provides the resources of a big insurance broker and the attentive, personal service of a small agency. Our people are our greatest strength. Our values of trust, passion, integrity, and growth drive our actions to benefit every client.

Responsibilities

The role involves proactively engaging in day-to-day client communication, assisting with questions and issue resolution, and managing review meetings in coordination with Retirement Advisors. Responsibilities also include preparing client materials, conducting employee education workshops, and maintaining client support technology systems.