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Client Service Representative, Employee Benefits Specialist
2 months ago
About 019987 Hub International Insurance Brokers
HUB International Insurance Brokers is a leading insurance brokerage firm that provides a wide range of insurance and risk management solutions to individuals and businesses. Our company is committed to delivering exceptional service and expertise to our clients, and we are seeking a highly skilled and motivated individual to join our team as a Client Service Representative, Employee Benefits Specialist.
Job Summary
We are seeking a Client Service Representative, Employee Benefits Specialist to join our Employee Benefits Division. The successful candidate will be responsible for providing exceptional client service and support to our clients, including assisting with the administration of employee benefits plans, responding to client inquiries, and maintaining accurate records. This is an exciting opportunity for a motivated and detail-oriented individual to join our team and contribute to the success of our company.
Key Responsibilities
- Assist Account Executives with all aspects of servicing group and individual accounts
- Maintain accurate renewal calendar, communicate renewal timelines to Account Executives
- Process documentation: renewals, proposals, claims history, customer correspondence
- Maintain electronic and paper client/carrier files
- Ensure accuracy of policy documentation from insurers before forwarding to the client
- Contact clients regarding renewals and claims, update changes
- Answer account related questions/requests from clients and insurers
- Provide policy and coverage information to clients upon request or inquiry
- Attend occasional client meetings with Consultants
- Create marketing materials and presentations for Consultants
- Act as liaison between Consultants and Corporate clients
Requirements
- Successful completion of LLQP or willing to obtain
- 2+ years of experience in the employee benefits industry
- Willingness to learn and take on increasing levels of responsibility, including client communication
- Intermediate proficiency in Microsoft Word, Excel and Outlook
- Excellent Communication
- Typing speed of at least 55 wpm
- Good working knowledge of underwriting arrangements
- Has a high attention to detail
- Comfortable conducting employee education sessions and client administration orientation sessions
- Good understanding of employee benefits plan analytics
- Experience with flex plans is an asset
Our Culture
- We are looking for self-starters with an entrepreneurial mindset who will take ownership of their business
- We want you to be innovative and open to sharing your ideas
- You work with urgency while providing a high level of professional service towards our customers, communities, & colleagues
- You are a team player who positively impact those around them; We motivate each other to grow together
- You work with a high degree of integrity and accountability
