Client Service Specialist, Employee Benefits

Horan Securities, Inc.; Winnipeg; Hybrid; CAD 60,000 - 75,000; Full time

Job summary

A leading company, Horan Securities, Inc., seeks a Client Service Specialist in Winnipeg. This full-time role involves assisting with group benefits plans, providing customer service, and communicating effectively with clients and team members. Join an inclusive culture that values professional development, teamwork, and community involvement.

Benefits

Excellent compensation and benefits

Paid educational training and development opportunities

Paid half a day off for community volunteering

Paid day off for your birthday

Qualifications

• 5+ years’ experience in a group insurance environment.
• Proficient with Microsoft Excel, Word, and PowerPoint.
• Strong team player and able to work independently.

Responsibilities

• Assist with set-up of employer group benefits plans.
• Communicate with Clients, Employees, and Carriers.
• Draft Employee communications and conduct meetings.

Skills

Communication

Analytical skills

Organizational skills

Microsoft Excel

Customer Service

Job description

Ignite your potential. Impact what matters.

Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a difference. Where pushing ourselves forward helps us give more to others.

When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow.

The Opportunity!

Acting as Client Service Specialist, you will be involved in assisting with the set-up of employer group benefits plans and are responsible for assisting with the day-to-day administrative duties for the Employee Benefits Department. During your busy day, your main duties will include but will not be limited to:

• Communicate with Clients, Employees and Carriers.
• Provide customer service support to Consultants, Clients, and Employees.
• Attend Client meetings.
• Draft Employee communications.
• Write/prepare marketing reports and other reports as needed.
• Conduct Employee meetings and presentations in person and/or virtual.
• Create Client and/or Employee presentations.
• Review contracts, booklets, and amendments.
• Prepare market specifications, summarize, and analyze quotations.
• Provide benefit solutions and alternatives to consultants.
• Prepare benefit costing alternatives.
• Undertake cost share analysis reviews.
• Peer review other team members’ work.

This is a Full-Time Permanent career working out of our Winnipeg Head Office located at 1661 Portage Avenue on a hybrid work schedule. Three (3) days in office, two (2) work from home.

What you will bring to the role –

• 5+ years’ experience in a group insurance environment such as an insurance company, consulting firm, or as a benefits plan administrator for an employer.
• Experience with insurance management software would be considered an asset.
• Proficient Microsoft Excel skills with ability to apply formulas.
• Proficient with Word and PowerPoint.
• Strong analytical, organizational, mathematical, and prioritizing skills.
• Comfortable communicating with Clients, Employees, and insurance carriers.
• Excellent written communication skills.
• Able to handle multiple deadlines and priorities.
• Strong team player and able to work independently.
• Commitment to education and ongoing development
• Availability of an automobile and valid Manitoba Driver’s License.

Why Join HUB?

• An exceptional, welcoming, and inclusive company culture.
• Excellent compensation, benefits, RRSP match, referral incentives, and company perks.
• Work flexibility.
• Paid educational training and vast learning opportunities.
• Room for advancement and growth within the organization.
• Paid half a day off for volunteering in your community- HUB is a company that gives back and is active in our communities.
• Paid day off for your birthday – we want to celebrate you!

What makes us different than all the rest?

Our Vision:To be everywhere risk exists – today and tomorrow. Helping protect what matters most.

Our Mission:To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values:

• Entrepreneurship: We encourage innovation and educated risk-taking.
• Integrity: We do the right thing every time.
• Teamwork: We work together to maximize results.
• Accountability: We measure and take responsibility for outcomes.
• Service: We serve clients, communities, and colleagues.

Ready to join HUB and build a career in a rapidly growing industry?

Apply today for the Client Service opportunity at our Winnipeg Head Office!

Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: Negligible

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