Client Services Associate
About the position At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it. We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career. Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling. We would love for you to explore what is possible at HUB International. We currently have an opportunity for a Client Services Associate to join our Employee Benefits team in our Wilmington, MA office on a Hybrid work schedule.
Responsibilities
- Assist the CRM in client retention and building relationships with key client personnel.
- Acquire a thorough understanding of client’s business, insurance objectives, and benefit program.
- Assist the CRM in the daily management of client accounts including claims questions, administrative issues, client requests and keep CRM informed of status.
- Provide meeting /conference call notes to CRM, recapping key discussion points and action items.
- Prepare benchmark reports and supplemental sales materials for presentation to clients.
- Implementation and carrier coordination and completion of new business/carrier change application forms and confirmation of carrier enrollment materials.
- Implementation and renewal paperwork for HSA/HRA/FSA/COBRA. Review final employee documents for accuracy
- Implement and coordinate value added services offered to client (ThinkHR, Choosewell, etc).
- Assist with the preparation of communications, benefit guides, open enrollment memos, PowerPoint Presentations and Brainsharks.
- Other responsibilities/duties as assigned or requested by Management.
Requirements
- One year experience in employee benefits account management
- Life/Health license required within six months of employment
- Proficiency with Microsoft Office products.
- Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
Benefits
- Medical, Dental, Vision, and Prescription Drug Coverage
- Health Plan Reimbursement Program
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
- 401(k) Savings Plan
- Life and Disability Plans
- Long-Term Care
- Employee Assistance Program (EAP)
- Comprehensive Wellness Program
- Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
- Low-Cost Loan Program and Student Loan Resources
- Vacation, Holiday, Sick, and Personal Time Off
- Flexible Work Arrangements
- Dress for Your Day Policy
- Comprehensive Onboarding and Continuing Education