Client Services Representative, Employee Benefits

HUB International; Vancouver; On-site; CAD 60,000 - 70,000; Full time

Job summary

A leading insurance broker in Vancouver is seeking a Client Service Representative to join their Employee Benefits Division. This full-time position requires at least 2 years of experience in the employee benefits industry and offers competitive compensation within the range of $60,000 to $70,000. Candidates must have strong communication skills and attention to detail. The role involves assisting Account Executives and maintaining client accounts while working in a supportive team environment.

Benefits

Competitive compensation

Comprehensive tuition financing

Company matching RRSP contributions

Customizable flexible benefits

Progressive employee assistance program

Qualifications

• 2+ years of experience in the employee benefits industry.
• Willingness to learn and take on increasing levels of responsibility.
• Comfortable conducting employee education sessions.

Responsibilities

• Assist Account Executives with servicing accounts.
• Maintain accurate renewal calendar.
• Process documentation: renewals and proposals.
• Ensure policy documentation accuracy.
• Answer account related questions from clients.

Skills

Client communication

Attention to detail

Proficiency in Microsoft Word

Proficiency in Microsoft Excel

Proficiency in Microsoft Outlook

Typing speed of at least 55 wpm

Understanding of employee benefits plan analytics

Education

LLQP certification or willingness to obtain

Job description

Overview

We are BC’s largest insurance broker, growing 15% year over year! We offer stability, career development opportunities, and a strong teamwork 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 Downtown Vancouver.

Our Downtown Vancouver location is centrally located in the heart of the business district, in the Bentall office complex. This location is easily accessible by the Burrard and Vancouver City Centre sky train stations 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 Consultans 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 $60,000 to $70,000 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. HUBInternational 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

To find associated positions at our HUB simply search myHUBbc as a keyword in the search bar on our careers page.

Department Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: No Travel Required

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 recruiting team [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.