Client Service Representative, Employee Benefits

HUB International; Burnaby; On-site; CAD 65,000 - 75,000; Full time

Job summary

Join a dynamic and growing team at a leading insurance broker as a Client Service Representative in the Employee Benefits Division. This role offers a unique opportunity to leverage your experience in group benefits while enhancing your client service and analytical skills. You will be part of a supportive culture that values innovation, teamwork, and integrity. With a focus on career development and a commitment to work-life balance, this position promises a fulfilling career path. Embrace the chance to contribute to a company that prioritizes community involvement and employee well-being.

Benefits

Competitive compensation

Comprehensive tuition financing

Company matching RRSP contributions

Customizable flexible benefits

Work-life balance initiatives

Employee assistance program

Mental and physical wellness initiatives

Community involvement programs

Qualifications

• Completion of LLQP or willingness to obtain is required.
• 2+ years experience in employee benefits industry preferred.

Responsibilities

• Assist Account Executives with servicing group and individual accounts.
• Maintain accurate renewal calendar and communicate timelines.
• Process documentation and maintain client files.

Skills

Client Communication

Attention to Detail

Microsoft Word

Microsoft Excel

Microsoft Outlook

Typing Speed (55 wpm)

Employee Benefits Plan Analytics

Flex Plans Experience

Education

LLQP Certification

2+ years in Employee Benefits Industry

Job description

Client Service Representative, Employee Benefits

HUB International is continuously GROWING, and we are looking for individuals with an ENTREPRENEURIAL mindset to join our team!

We are BC’s largest insurance broker, growing 15% year over year! We offer stability, career development opportunities, and a strong teamworking environment. Whether you’re just starting out in insurance, or a seasoned veteran, HUB can take you to your next career goal.

We are Proud to Offer

• Competitive compensation
• Comprehensive tuition financing and career-related training and development
• Company matching RRSP contributions
• Customizable flexible benefits options for you and your family
• We promote work-life balance through flexible scheduling and hours
• A progressive employee assistance program through LifeWorks
• Mental and physical wellness initiatives
• HUB Cares: we are a company that gives back and is active in the community

The Opportunity

Our Employee Benefits Division is excited to welcome you into our client-focused culture. Join us with your years of group benefits experience as our next Client Service Representative. Here’s your chance to refine and develop your client service and analytical skills as a Permanent Full Time CSR in our Employee Benefits Division. This role can be based out of our Burnaby Headquarters.

Our Burnaby Still Creek location is our head office and is centrally located in the Willingdon Business Park. The office location is easily accessible by the Gilmore sky train station with many shops, restaurants and other amenities nearby.

The Responsibilities

• Assist Account Executives 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

The Requirements

• Successful completion of LLQP or willing to obtain
• 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

Asset experience that will make you stand out:

• Experience with flex plans is an asset

The expected salary range for this position is $65,000 to $75,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

Our Culture Starts with You

• We are looking for SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business
• We want you to be INNOVATIVE and open to sharing your ideas
• You work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues.
• You are a TEAM PLAYER who positively impacts those around them; We MOTIVATE each other to GROW TOGETHER
• You work with a high degree of INTEGRITY and ACCOUNTABILITY