Client Coordinator Individual Life Wealth
Client Coordinator Individual Life Wealth
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Job Description
The Opportunity
Our Employee Benefits Division is excited to welcome you into our clientfocused culture. Join us with your years of group benefits experience as our next Client Coordinator. Heres your chance to refine and develop your client service and analytical skills as a Permanent Full Time employee in our Employee Benefits Division.
This role can be based out of our Downtown Vancouver office 505 Burrard street.
Responsibilities:
- Actively support all admin functions on client accounts as required
- Support with the organization of client meetings events and presentations
- Maintain accurate renewal calendars while communicating renewal timelines to consultant
- Prepare client documents including renewals proposals claims history and correspondence
- Prepare spreadsheets and requests for proposal to insurers
- Summarize all insurer proposals for consultant and clients using our qualitative and quantitative analysis templates
- Prepare sales presentations for consultant
- Prepare and submit expense reports for consultant
- Work with insurer websites to obtain client data for reports and presentations
- Support with claims handling and plan member setup
- Managing proper electronic filing of all client documentation (contracts booklets billings renewals etc.
- Prepare mock premium billing statements for clients as required
- Data entry into various HUB systems
- Preparing agendas and documents for team meetings
- Other duties as required
Skills Characteristics & Qualifications
- Diploma in Business Administrative program or an equivalent combination of experience and education
- Life License Qualification Program (LLQP) and current Life License (Insurance Council of BC) is not required but would be an asset.
- 23 years experience in similar administrative roles
- Strong attention to detail
- Solid work ethic and a cando attitude
- Intermediate to advanced proficiency in Microsoft Office Suite most importantly Excel
- Proven ability to work in a team environment as well as independently
- Exceptional organizational and time management skills
- Excellent communication both written and orally
The expected salary range for this position is $50000 to $65000 and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits disability insurance RRSP matching paidtimeoff benefits and eligible bonuses and commissions for some positions. We invest in our employees! Your journey with HUB can open doors to a diverse rewarding career within the insurance industry and beyond!
Our Culture Starts with You
- We are looking for SELFSTARTERS 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
If this sounds like a place you want to be or want to talk to us about the role and opportunities contact us or apply now. To find associated positions at our HUB simply search myHUBbc as a keyword in the search bar on our careers page!
Department Account Management & ServiceRequired Experience: 25 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: College diploma 3year degree)Required Experience:
IC
Employment Type
Full-Time
