Client Service Representative – Employee Benefits
HUB International
full-time
Posted on:
Location Type: Hybrid
Location: Burnaby • Canada
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Salary
💰 CA$60,000 - CA$70,000 per year
About the role
- Assist Consultants with all aspects of servicing group and individual accounts
- Maintain accurate renewal calendar, communicate renewal timelines to Account Executives
- Process documentation: renewals, proposals, claims history, customer correspondence
- Maintain electronic and paper client/carrier files
- Ensure accuracy of policy documentation from insurers before forwarding to the client
- Contact clients regarding renewals and claims, update changes
- Answer account related questions/requests from clients and insurers
- Provide policy and coverage information to clients upon request or inquiry
- Attend occasional client meetings with Consultants
- Create marketing materials and presentations for Consultants
- Act as liaison between Consultants and Corporate clients
Requirements
- Successful completion of LLQP or willing to obtain within the first year
- 2+ years of experience in the employee benefits industry
- Willingness to learn and take on increasing levels of responsibility, including client communication
- Intermediate proficiency in Microsoft Word, Excel and Outlook
- Excellent Communication
- Typing speed of at least 55 wpm
- Good working knowledge of underwriting arrangements
- Has a high attention to detail
- Comfortable conducting employee education sessions and client administration orientation sessions
- Good understanding of employee benefits plan analytics
- Experience with flex plans is an asset
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
LLQPemployee benefitsunderwriting arrangementsemployee benefits plan analyticsflex plans
Soft skills
communicationattention to detailwillingness to learnclient communicationconducting employee education sessions
Certifications
LLQP