Client Coordinator, Employee Benefits

HUB International•Burnaby, BC

6d•Onsite

About The Position

Our Employee Benefits Division is excited to welcome you into our client-focused culture. Join us with your years of group benefits experience as our next Senior Client Coordinator. Here’s your chance to refine and develop your client service and analytical skills as a Permanent Full Time Client Coordinator in our Employee Benefits Division. This role will be based out of our Burnaby Still Creek Head Office. Our Burnaby Still Creek location is our head office and is centrally located in the Willingdon Business Park. The office location is centrally located in the Willingdon Business Park near Brentwood Town Centre. This location is easily accessible by the Gilmore sky train station with many shops, restaurants and other amenities nearby.

Requirements

Diploma in Business Administrative program or an equivalent combination of experience and education
2-3 years’ experience in similar administrative roles
Strong attention to detail
Solid work ethic and a ‘can-do’ 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
SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business
INNOVATIVE and open to sharing your ideas
Work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues.
TEAM PLAYER who positively impact those around them; MOTIVATE each other to GROW TOGETHER
Work with a high degree of INTEGRITY and ACCOUNTABILITY
1-2 years of relevant experience

Nice To Haves

Life License Qualification Program (LLQP) and current Life License (Insurance Council of BC) is not required but would be an asset.

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 Service Managers and Consultants
Prepare client documents, including renewals, proposals, claims history and correspondence
Prepare spreadsheets and requests for proposal to insurers
Summarize all insurer proposals for Advisor and clients, using our qualitative and quantitative analysis templates
Prepare sales presentations for Service Reps and Consultants
Prepare and submit expense reports for Advisors
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