Client Service Associate, Employee Benefits
Company: HUB International
Location: Newport Beach
Posted on: May 28, 2023
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
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.
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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