Client Service Associate, Employee Benefits

HUB InternationalSan Diego, CA
Onsite

About The Position

HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, HUB's focus is dedicated to providing customers with peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions. The service team plays a vital role in ensuring clients receive the service they need to properly manage their insurance policies, acting as the facilitator of positive and effective relationships with 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
  • 1-2 years of relevant experience

Nice To Haves

  • college degree strongly preferred

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
  • 401(k) accounts
  • paid-time-off benefits
  • eligible bonuses
  • equity
  • commissions for some positions
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