Client Services Associate

About HUB
Join our Stevie Award Winning Team at HUB International!

When you join the team at HUB International, you become part of the largest
privately owned global insurance broker, providing a broad array of property,
casualty, risk management, life and health, employee benefits, investment and
wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 750 offices across North America.

We help businesses evaluate their risks and develop solutions tailored to their
needs. We believe in empowering our employees. As a global firm, we offer
employees resources in both technology and industry expertise, but we still
maintain the local flavor of our offices. Our structure enables our teams to
maintain their own unique, regional culture.

We currently have an opportunity for a Client Services Associate.

SPECIFIC RESPONSIBILITIES:

• Assist the CRM in client retention and building relationships with key client personnel. Acquire a thorough understanding of client’s business, insurance objectives, and benefit program.
• Assist the CRM in the daily management of client accounts including claims questions, administrative issues, client requests and keep CRM informed of status.
• Provide meeting /conference call notes to CRM, recapping key discussion points and action items.
• Prepare benchmark reports and supplemental sales materials for presentation to clients.
• Implementation and carrier coordination and completion of new business/carrier change application forms and confirmation of carrier enrollment materials.
• Implementation and renewal paperwork for HSA/HRA/FSA/COBRA. Review final employee documents for accuracy
• Implement and coordinate value added services offered to client (ThinkHR, Choosewell, etc).
• Assist with the preparation of communications, benefit guides, open enrollment memos, PowerPoint Presentations and Brainsharks.
• Other responsibilities/duties as assigned or requested by Management.

QUALIFICATIONS

• One year experience in employee benefits account management

• Life/Health license required within six months of employment

• Proficiency with Microsoft Office products.

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

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity 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.

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