Sr. Client Service Associate

A path for every ambition.

At HUB we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us and equally for the people who make that possible every day.

Were creative thinkers and determined doers guided by values that show up in how we work together: with empathy adaptability accountability and a genuine commitment to one anothers success. We foster bold ideas celebrate curiosity and share what we know. Because when people grow the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms at their speed toward their future. We hold that same commitment to the people building careers here.

Whether youre starting out or leveling up youll find the resources to evolve the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

ABOUT HUB:

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.

THE OPPORTUNITY:

The Sr. Client Services Associate plays a vital role in on the Employee Benefits service by ensuring clients receive the service they need to properly manage their insurance policies. The Sr. Client Services Associate is the facilitator of positive and effective relationships with our valued clients and partners insurance carriers.

DUTIES & RESPONSIBILITIES:

• Makes initial request for plan renewals from carriers.
• Gathering/preparing census data.
• Assists with the Request for Proposal (RFP) process.
• Assists with Open Enrollment meetings / materials.
• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
• Assists client with all billing issues including auditing and reconciliation.
• Obtain post-enrollment numbers for each plan.
• Prepare Annual Legal Notices.
• Facilitate Ben Admin/HRIS System Updates (Ease ADP Paylocity etc.).
• Set-up HR Advocacy Tool Legal Compliance Resources and Wellness value adds.
• Performs other duties and projects as assigned.

QUALIFICATIONS:

• High School / GED; college degree preferred
• 2-4 years of related benefits experience (breakage environment preferred) or equivalent combination of education & experience
• Life & Health insurance license or wiliness to obtain within first 6 months

KNOWLEDGE / SKILLS / ABILITIES:

• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• Computer skills: proficiency with Microsoft Office Suite and Outlook .
• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions conclusions or approaches to problems.
• Desire to learn and grow within the insurance industry.
• Ability to respond to customer needs solicit customer feedback to improve service and handle difficult or emotional customer situations promptly and accurately.
• Confidence and demeanor to effectively interact with all levels within the organization.
• Ability to calculate figures and amounts such as discounts interest commissions proportions percentages.
• Ability to efficiently gather pertinent information and facts analyze and solve problems timely and thoroughly.
• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.

WORKING CONDITIONS AND PHYSICAL DEMANDS:

• This position primarily involves remaining in a stationary position for the majority of the workday.
• The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.
• Constantly operates a computer and other office productivity machinery such as a calculator copy machine and computer printer.
• The person in this position needs to occasionally move about inside the office to access file cabinets office machinery etc.

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 employeesandprovide continuous opportunitiesfor 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 thatarerooted 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 veterans status or any other characteristic protected by local state or federal laws rules or regulations. The EEO is the Law poster and its supplement is available here at Policy

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 US Recruiting Team toll-free at or . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

The expected salary range for this position is $75000 - $80000 depending on geographical location 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 health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits and eligible bonuses equity and commissions for some positions.

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LIKE US SO FAR

Take the first step toward creating a future that combines a diverse challenging work environment with financial security and career satisfaction. Apply online today!

What we offer you

We invest in your growth. HUB offers structured training licensing support and ongoing development opportunities designed to accelerate your career.

• Competitive pay with comprehensive health benefits retirement savings matching and company-paid life and disability plans
• Generous paid time off paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative high-performing culture with meaningful engagement community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North Americas largest insurance brokers delivering risk management insurance employee benefits retirement and wealth management solutions to businesses and individuals across the United States and Canada through locally led teams backed by national expertise giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age disability protected veteran status or any other characteristic protected by applicable federal state or local law.

Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site complete an application or participate in any part of the hiring process please contact the Recruiting Team at This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process Applicant Notices: E-Verify Program for additional information.

Required Experience:

Senior IC