Client Service Associate, Employee Benefits
Company: HUB International
Location: Newport Beach
Posted on: May 28, 2023
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Job Description:
Job Description
ABOUT HUB:
In a rapidly changing world, HUB advises businesses and individuals
on how to prepare for the unexpected. As one of the world's largest
insurance brokers, our focus is dedicated to providing our
customers with the peace of mind that what matters most will be
protected-through unrelenting advocacy and tailored insurance
solutions that put our clients in control. Our growing team of
professionals across North America represents a broad, deep and
one-of-a-kind aggregation of entrepreneurs and leaders recognized
for their excellence throughout the insurance community.
WHY CHOOSE HUB?
Throughout our network of more than 450 HUB offices in North
America, we offer a competitive, exciting and friendly work
environment that strategically positions our employees for
longevity and success. At HUB, we believe in investing in the
future of our employees, and provide continuous opportunities for
growth and development . Our entrepreneurial culture fosters an
environment that empowers our people to make the best decisions for
our customers and organization, focusing on expanding the industry
knowledge of our insurance professionals to better serve our valued
clients. We are committed to providing you with competitive and
flexible benefits options that are rooted in your current needs,
yet evolves as your needs change over time. Join us in taking the
first step toward creating a future that combines a diverse,
challenging work environment with financial security and career
satisfaction
We are the perfect fit if you:
are seeking a progressive work environment at a rapidly growing
organization
have a desire to help others protect their future
have an entrepreneurial spirit and are challenged by the
opportunity to grow the business
are focused on learning and development to enhance your industry
knowledge and expertise
are a self-starter willing to invest time and energy to learn the
technical aspects of our business
believe in integrity and building success by developing
relationships with others
THE OPPORTUNITY:
This role works collaboratively with the account-service team to
support a book of business. Coordinates and provides day-to-day
service for employee benefits clients by maintaining client
relationships, supporting client retention, maintaining strong
carrier relationships and understanding client needs. Serves as day
to day contact and provides resolution for client questions and
issues. Essential Duties and Responsibilities:
Essential Duties and Responsibilities
Assists with the design of annual benchmarking reports and strategy
recommendation based on findings.
Maintains client relationships, supports client retention,
maintains strong carrier relationships, and understands client
needs.
Serves as day to day contact and provides resolution for client
questions and issues.
Responds to all phone calls and inquiries within 24 hours of
receipt.
Assists with the management of claims and coverage issue
resolution.
Provides assistance with clients' billing and eligibility
audits.
Advises and guides clients in compliance matters.
Educates clients on all Value Added Services.
Assists with the preparation of open enrollment including Employee
Guides, SBCs, compliance notices, disclosure notices.
Develops open enrollment presentations in Microsoft PowerPoint and
assists with benefits webinars for employees and HR Managers.
Orders supplies from carriers, and reviews for accuracy.
Collaborates with Marketing Department on the creation and
distribution of communication materials.
Assists with the management of new carrier, plan or vendor
implementation including benefits administration system build-out
and project management.
Installs and regularly updates client specific data in data
management system.
Performs contract review and facilitates preparation of SPD Wraps,
Cafeteria and POP Plan documents.
Facilitates 5500 preparation with CPA and client.
Prepares master group files, client contact sheet, and maintains
carrier files.
FACTORS FOR SUCCESS:
Bachelor's degree preferred.
1-2 years of related benefits experience.
Ability to speak effectively before groups of customers or
employees of organization.
Team Work - Supports everyone's efforts to succeed.
Written Communication - Writes clearly and informatively; Edits
work for spelling and grammar; Varies writing style to meet needs;
Presents numerical data effectively; Able to read and interpret
written information.
Initiative - Volunteers readily; Undertakes self-development
activities; Seeks increased responsibilities; Takes independent
actions and calculated risks; Looks for and takes advantage of
opportunities; Asks for and offers help when needed.
Quality Management - Demonstrates attention to detail.
*Position can be a hybrid role (a few days in the office and a few
days at home) - based out of our Culver City or Newport Beach
office.
Are you disabled? A Veteran? We welcome ALL candidates and are
proud of our wonderfully diverse employee population
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
HUB International Limited is an equal opportunity and affirmative
action employer that does not discriminate on the basis of
race/ethnicity, national origin, religion, age, color, sex, sexual
orientation, gender identity, disability or veteran's status, or
any other characteristic protected by local, state or federal laws,
rules or regulations. The EEO is the Law poster and its supplement
is available here
athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
EEOAA Policy
E-Verify Program
We endeavor to make this website accessible to any and all users.
If you would like to contact us regarding the accessibility of our
website or need assistance completing the application process,
please contact the US Recruiting Team toll-free at (844) 300-9193
orUSRecruiting@hubinternational.com. This contact information is
for accommodation requests only; do not use this contact
information to inquire about the status of applications.
Hi, we're HUB.
In a rapidly changing world, we advise businesses and individuals
on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of
experts who will help you reach your goals through risk services,
claims management, and compliance support.
And this gives you the peace of mind that what matters most to you
will be protected - through unrelenting advocacy and tailored
insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB)
is a leading full-service global insurance broker providing
property and casualty, life and health, employee benefits,
investment and risk management products and services. From offices
located throughout North America, HUB's vast network of specialists
provides peace of mind on what matters most by protecting clients
through unrelenting advocacy and tailored insurance solutions. For
more information, please visit hubinternational.com.
Keywords: HUB International, Newport Beach , Client Service Associate, Employee Benefits, Other , Newport Beach, California
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