Client Specialist

About this role

POSITION SUMMARY:   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.   

ABOUT HUB INTERNATIONAL:  

H UB 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, H UB ’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.

WHAT WE OFFER YOU:  

At HUB we believe in investing in the future of our employees .  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization .  We offer:  

• 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, because that’s important for all of us!  

• Focus on creating a meaningful environment through employee engagement events  

• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!  

• Growth potential - HUB is constantly growing and so can your career!  

• A rewarding career that helps local businesses in the community  

• Strong community support and involvement through HUB Gives   

ESSENTIAL DUTIES AND RESPONSIBILITIES: Property & Casualty  

• 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 .     

ESSENTIAL DUTIES AND RESPONSIBILITIES: Employee Benefits  

• 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.   

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements . Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.  

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  

• Pro fessional designations are preferred  

• College degree preferred. High school di ploma 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  

Department Account Management & Service

Required Experience: Less than 1 year of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, ag

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