Chase Notari

About Chase Notari

I am a Client Relationship Manager for HUB International in the Mid-Atlantic region…

Experience

1. Client Relationship Manager

   HUB International

   Sep 2023 — Present · Rockville, MD, US

   Responsible for assisting the Producer with client relations and service, sales, and administrative activities of new and existing group benefit accounts• Responsible for client retention and building strong relationships with client personnel• Maintain a thorough understanding of client’s business, insurance objectives, and benefit program• Daily management of assigned client accounts, including but not limited to, claims questions, administrative issues, client requests, and technology needs• Market new business/renewal accounts, review quotes, prepare new business and renewal proposals/spreadsheets, reports and supplemental sales materials for presentation to prospects and clients• Conduct client presentations, renewal and open enrollment meetings, in the absence of the Producer• Planning, implementation and carrier coordination of employee meetings for new/renewal plans, completion of new business/carrier change application forms and ensure a smooth implementation process• Responsible for maintaining current and accurate client information in the HUB Agency Management System, Benefit Point and/or BUS, for assigned clients• Obtain claim reports for monthly, quarterly and/or semi-annual claims analysis, based on availability from carrier• Responsible for implementation of Client Service Plan calls/quarterly meetings, mid-year reports, as deemed necessary• Contribute to the enhancement of client services/sales and maintain a familiarity with industry developments and changes with insurance carriers and both Federal and State laws

Education

• West Virginia University

  Bachelors of Science in Business Administration, General Business

  2015 — 2019