Client Service Associate, Employee Benefits

Hub International InsuranceSan Diego, CA
Onsite

About The Position

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.

Requirements

  • 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

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

Benefits

  • health/dental/vision/life/disability insurance
  • FSA, HSA and 401(k) accounts
  • paid-time-off benefits
  • eligible bonuses, equity and commissions for some positions
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