Client Service Representative
Job Summary
Client Service Representative - Employee Benefits
Western Canada Hybrid
HUB Internationals National Employee Benefits and Retirement Team is dedicated to driving growth and excellence across Canada by supporting our regional teams. As strategic partners this team collaborates with local offices to expand and enhance our Employee Benefits and Retirement divisions ensuring we deliver best-in-class solutions for clients nationwide. Through innovative strategies expert guidance and a shared commitment to success the National Team empowers our regions to meet evolving market demands strengthen client relationships and achieve sustainable growth in the benefits and retirement space.
About The Role
The Client Service Representative Employee Benefits acts as the primary liaison between clients (employers) plan members (employees) insurance carriers and internal teams (Consultants) to deliver exceptional service on group benefit plans including health dental disability life insurance and retirement plans. Reporting to the Director Operations this position is responsible for supporting Consultants with all aspects of servicing group and individual clients ensuring accurate documentation timely communication and exceptional client experience. The ideal candidate will be a self-starter whos comfortable working independently to provide a wide range of duties to support our Consultants and clients.
What Youll Do
Client Service & Support
Assist Consultants with all aspects of servicing group and individual clients
Act as a liaison between Consultants and Clients insurance carriers and plan members
Answer policy and coverage related questions/requests from clients and insurance carriers
Communicate with clients and insurance carriers regarding plan changes amendments
Attend occasional client meetings with Consultants
Conduct employee education sessions and client administration orientation sessions
Create marketing materials and presentations for Consultants
Administrative & Documentation Management
Maintain accurate renewal calendar communicate renewal timelines to Consultants
Process client communication documents such as renewals proposals claims experience reports general correspondence
Maintain electronic client files
Ensure accuracy of policy documentation received from insurers
General Support
Assist with other duties as assigned
What Youll Need for Success
Strong Microsoft Excel skills.
Excellent attention to detail.
Strong critical thinking communication (written and verbal) and interpersonal skills.
Ability to work independently and manage multiple tasks and deadlines.
Strong organizational and time management skills.
Ability to adapt to both routine and challenging environments.
Comfortable interacting with all levels of the organization including senior management.
Positive attitude and team-oriented mindset.
Accounting background (e.g. accounts receivable) and working knowledge of EPIC is an asset.
Whats in it for you
Your well-being is our priority and we back this up with a wealth of benefits:
Competitive Compensation: Benefit from a pay structure that includes incentives bonuses and opportunities to increase your earnings.
Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
Tailored Benefits: Access a personalized benefits package including company-matched RRSPs designed to meet your unique needs.
Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs tuition reimbursement opportunities and coverage for professional license fees and membership dueseverything you need to support your growth and excel in your career.
Exclusive Perks: Take advantage of discounts on events travel accommodations and personal home & auto insurance.
At HUB we believe that diversity drives innovation equity fosters opportunity and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued respected and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.
Compensation
The expected salary range for this position is $70000 to $80000 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 paid-time-off benefits and eligible bonuses and commissions for some positions.
Why Choose HUB
When you choose HUB youre choosing a competitive exciting and friendly work environment that strategically positions you for longevity and offers significant advancement growth and success opportunities. To read more about HUB please visit - About Us - HUB International
About HUB International
Were not just an insurance broker were a team of passionate professionals dedicated to innovation excellence and empowering our clients and communities through personalized support and expertise.
If youre interested in learning how you can grow your career at HUB visit our Careers Page to explore our opportunities.
HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process please let us know and we will work with you to ensure a fair and equitable experience.
AI Disclosure
AI and Automation Notice HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates all decisions are made through human review.
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Department Office Administration & ClericalRequired Experience: 5-7 years of relevant experienceRequired Travel: Up to 25%We 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
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.