Client Specialist

HUB International • Cincinnati, OH

2d • Onsite

About The Position

The Client Specialist will provide administrative and professional support to insurance clients and HUB associates, with a focus on excellent customer service and teamwork, supporting either our Property & Casualty or Employee Benefits line of business.
HUB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.

Requirements

• Prior working experience in the insurance industry or knowledge of insurance products is highly preferred
• Proper insurance licensure is required, or needs to be obtained within 90 days of employment
• Professional designations are preferred
• College degree preferred. High school diploma or equivalent is required
• Strong understanding and comfort using Microsoft Office tools (Word, Excel, Outlook, PowerPoint)
• Existing knowledge of Applied Epic is preferred
• Strong customer service, organization and time management skills
• Strong decision making and problem-solving skills

Nice To Haves

• Prior working experience in the insurance industry or knowledge of insurance products
• Professional designations
• College degree
• Existing knowledge of Applied Epic

Responsibilities

• Communicate with HUB associates, clients and carriers via phone and email to provide answers to questions or concerns relevant to commercial lines policies and products
• Deliver policies in a timely manner and in the format in which the Account Manager advises
• Properly document all communication and activity with HUB associates, clients and carriers to maintain compliance and organization
• Coordinate policy expirations with HUB associates to obtain and process renewal information
• Coordinate motor vehicle reports, certificates of insurance, policies, change requests, cancellations and endorsements per HUB processes and standards, ensuring all activity is properly documented in HUB systems
• Prepare and update renewal proposals and summaries
• Follow up on cancellations and billing issues by effectively communicating with client and carrier
• Assist with claim reporting and follow up
• Pursue and maintain professional insurance designations as recommended by HUB.
• Provide extraordinary customer service for HUB clients: provide day-to-day client support for your assigned block of clients, including troubleshooting issues and problem solving; Ensure client information for your block of clients is always accurate and up to date.
• Develop and deliver employee education and communication materials including live and virtual presentations; Facilitate presentations for Open Enrollment and New Hire Orientations as needed.
• Act as liaison between client and vendor partners to resolve problems and troubleshoot client issues with invoices, claims and delivery of service.
• Collaborate with HUB Benefit Consultants to understand and address specific questions and insurance plan renewals for HUB clients.
• Work with our Data Analytics team to understand data trends and address specific questions and needs of our clients.
• Understand compliance requirements related to benefits, and how these requirements affect HUB clients.
• Assist in the preparation of sales-related materials including bids and proposals.
• Coordinate annual processes across functions that relate to wellness planning, annual health care planning, and plan renewals for clients.
• Learn the Employee Benefits business by collaborating with colleagues and internal mentors, taking part in education meetings & carrier updates, and attending client outreach/appreciation events.

Benefits

• Competitive salaries and benefits offerings
• Medical/dental/vision insurance and voluntary insurance options
• Health Savings Account funding
• 401k matching program
• Company paid Life and Short-Term Disability Plans
• Supplemental Life and Long-Term Disability Options
• Comprehensive Wellness Program
• Paid Parental Leave
• Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance
• Employee engagement events
• Opportunity to learn from colleagues who are amongst the top talent in the industry
• Growth potential
• Rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED