Client Service Representative
About The Position
The Client Service Representative, Employee Benefits acts as the primary liaison between clients (employers), plan members (employees), insurance carriers and internal teams (Consultants) to deliver exceptional service on group benefit plans including health, dental, disability, life insurance and retirement plans. Reporting to the Director, Operations, this position is responsible for supporting Consultants with all aspects of servicing group and individual clients, ensuring accurate documentation, timely communication, and exceptional client experience. The ideal candidate will be a self-starter who's comfortable working independently to provide a wide range of duties to support our Consultants and clients.
Requirements
- Strong Microsoft Excel skills.
- Excellent attention to detail.
- Strong critical thinking, communication (written and verbal), and interpersonal skills.
- Ability to work independently and manage multiple tasks and deadlines.
- Strong organizational and time management skills.
- Ability to adapt to both routine and challenging environments.
- Comfortable interacting with all levels of the organization, including senior management.
- Positive attitude and team-oriented mindset.
Nice To Haves
- Accounting background (e.g. accounts receivable) and working knowledge of EPIC is an asset.
Responsibilities
- Assist Consultants with all aspects of servicing group and individual clients
- Act as a liaison between Consultants and Clients, insurance carriers and plan members
- Answer policy and coverage related questions/requests from clients and insurance carriers
- Communicate with clients and insurance carriers regarding plan changes, amendments
- Attend occasional client meetings with Consultants
- Conduct employee education sessions and client administration orientation sessions
- Create marketing materials and presentations for Consultants
- Maintain accurate renewal calendar, communicate renewal timelines to Consultants
- Process client communication documents such as renewals, proposals, claims experience reports, general correspondence
- Maintain electronic client files
- Ensure accuracy of policy documentation received from insurers
- Assist with other duties as assigned
Benefits
- Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
- Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
- Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
- Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.
- Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
