Client Service Representative, Employee Benefits & Retirement
Client Service Representative, Employee Benefits & Retirement
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Salary Not Disclosed
1 Vacancy
Job Description
About The Role
Our Employee Benefits & Retirement Division is excited to welcome you to our client-focused culture. Join us with your group benefits experience as our next Client Service Representative (CSR).
This is an opportunity to further develop your client service and analytical skills as a Permanent Full-Time CSR within our Employee Benefits Division.
What Youll Do
- Serve as the primary point of contact for clients addressing all inquiries before involving the insurance company.
- Manage all aspects of client administration including billing enrollment and general account management.
- Oversee health dental life and disability claims promptly resolving any issues or concerns.
- Resolve complex client service issues particularly when clients are dissatisfied with responses from the insurance company.
- Maintain administrative rightsfor client accounts enabling the addition of new employees coverage terminations and other account updates.
- Provide training to clients on the insurance companys administration system ensuring they can efficiently manage their accounts.
- Assist with employee meetings offering support and guidance on benefits when needed.
- Build and maintain long-term client relationships by addressing inquiries directly or liaising with insurance carrier representatives to resolve issues.
- Handle Paid-Up Life benefits for retirees ensuring timely management of all life claims.
- Attend client meetings with Advisors when required offering support during discussions.
- Reach out to clients at year-end to ensure proper allocation of their Healthcare Spending Account funds for the upcoming year.
- Process annual salary updates for clients ensuring their benefits align with current compensation data.
- Support the setup of new groups and amendments ensuring smooth onboarding and necessary adjustments for both new and existing clients
Qualifications and expertise that pave the way for Success
- 2 years of experience in the employee benefits industry with a solid understanding of employee benefits plans.
- Successful completion of the LLQP (Life License Qualification Program) or willingness to obtain it within 6 months of joining.
- Strong knowledge of major Canadian insurance markets and established relationships with insurers (e.g. Manulife Canada Life Desjardins).
- Intermediate to advanced proficiency in Microsoft Word Excel and Outlook.
- Typing speed of at least 55 words per minute with high attention to detail and accuracy in all tasks.
- Strong verbal and written communication skills with a proactive approach to client communication.
- Exceptional problem-solving skills with the ability to handle complex issues effectively.
- Outstanding time management multitasking and prioritization skills particularly in fast-paced settings.
- Comfortable conducting employee education sessions and client administration orientation sessions.
- A proactive attitude with a willingness to take on increasing levels of responsibility.
Elevate Your Career with HUB International
Choosing HUB International means aligning your career with the premier insurance brokerage worldwide. Our expansive network powered by over 20000 dedicated professionals across 500 offices in North America sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision we invite you to explore: Advancement and Well-being: Our Priority
At HUB we place immense value on the well-being and professional development of our team. Heres what you can look forward to as part of the HUB Team:
- Recognized Rewards: Thrive in a supportive environment that values your contributions with a competitive compensation package including incentives bonuses and additional earning opportunities.
- Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
- Comprehensive Benefits: Access a robust benefits package including company-matched RRSPs designed to support you and your family.
- Professional Growth: Advance your career with HUB-sponsored training programs tuition reimbursement and other development opportunities tailored to help you succeed.
- Industry Support: Benefit from reimbursements for professional licensing and membership fees reflecting our investment in your expertise.
- Exclusive Perks: Enjoy special discounts on events travel accommodations and personal home & auto insurance making your HUB experience even more rewarding
Culture and Belonging: Our Commitment
At HUB International we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process please let us knowwere here to support you. At HUB building an inclusive workplace isnt just part of what we doits at the heart of who we are.
Service: Our Ethos
At HUB International service defines who we are. This dedication extends not only to our clients but also to our employees and the communities were proud to support. Our regional offices are actively involved in local initiatives reflecting our commitment to giving back and making a positive impact.
When you join HUB youll find more than just a careeryoull become part of a team where your skills are valued your growth is encouraged and your contributions have a lasting impact.
Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: NegligibleWe endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact the recruiting team. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
