Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service Associate, Employee Benefits

Squaremouth

HUB SERVICE TEAM OPPORTUNITY

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

We are the perfect fit if you:

  • are seeking a progressive work environment at a rapidly growing organization
  • have a desire to help others protect their future
  • have an entrepreneurial spirit and are challenged by the opportunity to grow the business
  • are focused on learning and development to enhance your industry knowledge and expertise
  • are a self-starter willing to invest time and energy to learn the technical aspects of our business
  • believe in integrity and building success by developing relationships with others

The opportunity:

Our service team plays a vital role in ensuring our clients receive the service they need to properly manage their insurance policies. You are the facilitator of positive and effective relationships with our valued clients and partner insurance carriers.

Duties and responsibilities:

  • Assist the Account Management team with all aspects of the account-service process
  • Assist with marketing clients to carriers
  • Respond to client inquiries regarding enrollment, coverage, etc.
  • Quickly respond to policy inquiries (email, phone)
  • Assist with preparing OE materials, gathering census data, processing enrollments/terms/changes and other related duties
  • Maintain accurate and organized account files

What you bring to the table:

  • hold a high school diploma/GED (college degree strongly preferred)
  • have at least 2+ years of related benefits experience
  • are currently licensed in good standing, or willing to obtain insurance license
  • have the confidence and demeanor to effectively interact with all levels within the organization
  • have demonstrated Excel skills

Why choose HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

HUB International Limited is an equal opportunity and affirmative action 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.

Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Client Service Associate, Employee Benefits in Newport Coast, CA vacancy
  • $64.1k - $88.1k

     ...Job Title Registered Client Service Associate Company Overview We're a diversified financial...  ...stakeholders — clients, advisors, employees and shareholders. Our employees work...  ...have a competitive and comprehensive benefits program that supports all aspects of... 
    Suggested
    Full time
    H1b
    Work at office
    Work from home
    Home office
    Visa sponsorship
    1 day per week

    Ameriprise Financial

    Newport Coast, CA
    2 days ago
  • $34.32k - $90k

     ...Registered Client Service Associate Registered Client Service Associates provide exceptional service...  ..., communities and more than 80,000 employees in 1,200 offices across 42 countries....  ...and comprehensive employee benefits and perks in the industry. There's also... 
    Suggested
    Temporary work
    Work at office
    Local area

    Morgan Stanley

    Newport Coast, CA
    4 days ago
  •  ...Employee Benefits Account Management In a rapidly changing world, HUB advises businesses and...  ...tailored insurance solutions that put our clients in control. Our growing team of...  ...Manages all aspects of the account-service process. Works closely with Producers... 
    Suggested
    Work at office
    Local area
    Flexible hours

    Squaremouth

    Newport Coast, CA
    1 day ago
  •  ...advisor to our Commercial Bank clients. Manage multiple...  ...management products and services. As a Client Service Associate within the Commercial Bank...  ...Business Resource Groups, employees who come together on topics...  ...We also offer a range of benefits and programs to meet employee... 
    Suggested
    Work experience placement
    Work at office

    J.P. Morgan

    Irvine, CA
    1 day ago
  • $68.6k - $97.4k

     ...planning, and related services to individuals, families...  ...committed to helping clients achieve their...  ...-time Client Service Associate position at our Irvine...  ...reasonable accommodation. Employees may spend extended periods...  ...Sunflower Bank Benefits *Please note... 
    Suggested
    Full time
    Work at office
    Flexible hours
    Night shift

    Sunflower Bank, N.A.

    Irvine, CA
    5 hours ago
  • $50k - $60k

     ...Beloform is seeking a detail-oriented and dependable Client Service Associate to join our dynamic team. In this role, you will serve as...  ...and general computer systems Additional Information Benefits Competitive salary ($50,000 - $60,000 per year) Growth... 
    Work at office

    Alphabe Insight Inc

    Santa Ana, CA
    4 hours ago
  • $25 per hour

     ...Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent...  ...environment Compensation: $25 per hour plus competitive benefits • Positive attitude and fully invested in the Firm’s success... 
    Hourly pay
    Full time
    Work at office
    Monday to Friday

    Meier Law Firm

    Newport Beach, CA
    6 hours ago
  • $68k - $120k

    Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private...  ...and more than 80,000 employees in 1,200 offices across 42 countries...  ...attractive and comprehensive employee benefits and perks in the industry. There... 
    Temporary work
    Work experience placement
    Local area

    Morgan-Stanley

    Newport Beach, CA
    2 days ago
  • $25 per hour

    Client Services Associate - Fall Opening The Meier Law Firm is seeking a full-time Client Services Associate, a role primarily staffed by recent...  ...into how a successful law firm operates. Compensation: $25 per hour plus competitive benefits #J-18808-Ljbffr Meier Law Firm
    Hourly pay
    Full time

    Meier Law Firm

    Newport Beach, CA
    1 day ago
  •  ...insurance solutions that put our clients in control. Our growing team...  ...Opportunity HUB's Customer Service professionals provide...  ...solutions. The purpose of the Benefit Analyst is to support the Account...  ...strategically positions our employees for longevity and success. At... 
    Work at office
    Local area
    Flexible hours

    HUB International

    Irvine, CA
    4 days ago
  •  ...oriented Account Manager in the Employee Benefits space. This position requires...  ...relationships, exceeding client expectations, and providing excellent client service. As an Account Manager, you will...  ...clients, project team members, and associates at all levels of... 
    Contract work
    Work at office
    Night shift

    Lockton

    Irvine, CA
    5 days ago
  • Job Description Title: Senior Account Manager - Employee Benefits Work Mode: Remote/ California, Nevada and Arizona residents only | Location...  ....com/locations About the Role Responsibilities include client service and communication, team leadership, directing daily tasks... 
    Remote job

    Insurance Office of America

    Tustin, CA
    3 days ago
  • Insurance Office of America is seeking a Senior Account Manager - Employee Benefits. This remote/hybrid role supports CA, NV, and AZ with occasional on-site in Los Angeles. You will lead client service, oversee Account Coordinators, and drive renewal processes and new business... 
    Remote job
    Work at office

    Insurance Office of America

    Costa Mesa, CA
    5 days ago
  •  ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and... 

    TradeJobsWorkforce

    Irvine, CA
    17 hours ago
  • Citi is hiring a Licensed Client Service Associate in Fountain Valley, California, to deliver wealth management services with guidance from Banker teams. The role requires thoughtful risk assessment, adherence to laws and Citi policy, and clear communication in a client... 

    Citi

    Fountain Valley, CA
    3 days ago
  • Citibank (Switzerland) AG seeks a Licensed Client Service Associate to support wealth management teams in Fountain Valley, CA. The role emphasizes compliant client service, data-driven decision making, and strong communication with Citi's client base. Candidates should... 
    Full time

    Citibank (Switzerland) AG

    Fountain Valley, CA
    2 days ago
  • Bank of America Merrill Wealth Management in Newport Beach seeks a Client Service Associate to support multiple Financial Advisors. You will act as the primary client contact, guiding service needs and ensuring timely, accurate materials. You will educate clients on bank... 

    Bank of America

    Newport Beach, CA
    1 day ago
  • $65k - $85k

     ...California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services...  ...for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy... 
    Full time
    Internship
    Monday to Friday
    Flexible hours

    The Rand Group

    Newport Beach, CA
    5 days ago
  •  ...Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Newport Beach, CA office. The Client Service Associate will join a highly talented team of wealth management and client service professionals... 
    Work at office

    Beacon Pointe Advisors LLC

    Newport Beach, CA
    2 days ago
  •  ...to our Commercial Bank clients. Manage multiple relationships...  ...management products and services. As a Client Service Senior Associate in the Commercial Bank,...  ...Resource Groups, employees who come together on topics...  ...We also offer a range of benefits and programs to meet... 
    Work experience placement
    Work at office

    JP Morgan Chase

    Irvine, CA
    2 days ago
  • $68k - $120k

    Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private...  ...and more than 80,000 employees in 1,200 offices across 42 countries...  ...attractive and comprehensive employee benefits and perks in the industry. There... 
    Full time
    Temporary work
    Work experience placement
    Local area

    Morgan Stanley

    Newport Beach, CA
    17 hours ago
  • $23 - $26 per hour

     ...legally bound to act in our clients' best interests —...  ...More than half of our employees and client-facing...  ...including size, growth, service quality, technology, succession...  ...of a Client Service Associate I is to provide...  ...Range $23—$26 USD Benefits: Mercer Advisors offers... 
    Temporary work
    Second job
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Newport Beach, CA
    8 days ago
  •  ...At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled... 
    Work experience placement
    Work at office
    Local area
    Immediate start

    Alliant Insurance Services

    Irvine, CA
    17 hours ago
  • $35.6k - $66.2k

     ...Under direct supervision of the Client Service Executive, provide...  ...will work with a variety of associates within a Practice Group, and...  ...individuals for promotion to the Benefit Analyst position. ESSENTIAL...  ...) and a basic knowledge of employee benefit insurance terminology... 
    Minimum wage
    Work at office

    Marsh McLennan

    Aliso Viejo, CA
    4 hours ago
  •  ...Senior Client Service Associate At Gallagher, we're looking for a Senior Client Service Associate to join our Commercial team. In this role...  ...written and verbal communication skills. Compensation and benefits: At Gallagher, we believe supporting our colleagues goes... 
    Work experience placement
    Work at office
    Local area
    Shift work

    Arthur J. Gallagher & Co.

    Irvine, CA
    4 days ago
  • Lockton is seeking an experienced Account Executive in the Employee Benefits space to lead marketing, servicing, and strategic consulting for client accounts in Irvine. You will cultivate strong relationships, present strategic benefit solutions, and coordinate with carriers... 

    Lockton

    Irvine, CA
    5 days ago
  •  ...bilingual (English/Spanish) , detail-oriented, and client-focused Account Manager to join our Employee Benefits team, specializing in Small Group (1–100...  ...organized, and passionate about providing exceptional service to a diverse client base. Key Responsibilities... 
    Work at office
    Flexible hours

    Cingular HR

    Santa Ana, CA
    23 days ago
  • $50k - $60k

     ...middle-market investment bank and full service broker-dealer. With roots tracing...  ...Description The firm is seeking a Client Service Associate to join our Private Client Division in...  ...and articulate well with all levels of employees, management and clients in a highly... 
    Local area

    Oppenheimer & Co. Inc.

    Newport Beach, CA
    17 days ago
  • $25 - $44 per hour

     ...and investment products and services for individuals, companies,...  ...Advisors and Wealth Management Client Associates help clients pursue the life...  ..., business, and within our employees and clients. Our Wealth...  ...Beach 520 Ncd (CA6814)Pay and benefits informationPay range$25.00 -... 
    Hourly pay
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Newport Coast, CA
    1 day ago
  •  ...insurance solutions that put our clients in control. Our growing team...  .... Position Summary In the Benefits Technology Specialist I role,...  ...platforms such as Ease, Employee Navigator, and other platforms...  ...consultation to Producers and Service Team for prospects and clients... 
    Work at office
    Local area

    HUB International

    Newport Beach, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate, Employee Benefits. Be the first to apply!