Client Service Associate

HUB International•Newport Beach, CA

About The Position

Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative insurance solutions. The Client Service Associate works collaboratively with the service team to manage a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships, and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.

Requirements

1+ years of related benefits experience
Demonstrated computer efficiency
Teamwork – Supports everyone's efforts to succeed
Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information
Initiative – Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed
Demonstrates attention to detail

Nice To Haves

Bachelor’s degree preferred

Responsibilities

Assist the Account Management team with all aspects of the account-service for all client group sizes
Assist eligibility changes, enrollments, changes and terminations
Processes COBRA documents
Provides billing and online portal assistance to clients
Assists with audits