Client Services Associate

Hub International; Norwell (MA); Hybrid; USD 28,000 - 41,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Rx coverage

HSA

FSAs

401(k) Savings

Life & Disability

PTO

Flexible schedule

Dress for day

Wellness program

ID protection

Job summary

HUB International in Wilmington, MA is seeking a Client Services Associate to join our Employee Benefits team on a hybrid schedule. You will work closely with the CRM to support client retention, manage day-to-day accounts, and prepare materials for client meetings.

Ideal candidates have at least one year of experience in employee benefits account management, a Life/Health license within six months, and proficiency with Microsoft Office.

Qualifications

• One year of experience in employee benefits account management.
• Life/Health license required within six months of employment.
• Proficiency with Microsoft Office products.
• Excellent organizational, interpersonal, communication skills and ability to work in a team.

Responsibilities

• Assist CRM in client retention and build relationships with key client personnel.
• Manage daily client accounts: claims questions, administrative issues, and client requests; keep CRM updated.
• Provide meeting notes and action items to CRM.
• Prepare benchmark reports and supplementary sales materials for presentation to clients.
• Coordinate new business enrollment forms and carrier enrollment materials.
• Prepare and renew documentation for HSA/HRA/FSA/COBRA; review employee documents.
• Coordinate value-added services offered to client (ThinkHR, Choosewell, etc.).
• Assist with communications, benefit guides, open enrollment memos, and presentations.
• Perform other duties as assigned.

Skills

Employee benefits experience

Microsoft Office

Communication skills

Team player

Licensing: Life/Health

Job description

Discover a Career That Empowers You - Join HUB International

At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it.

In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve.

We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and services. HUB is one of the world's largest insurance brokerages, with over 540 locations and more than 20,000 professionals across North America. We bring together the resources of a global firm and the agility of a regional team, giving you the tools, support, and community you need to grow throughout your career.

Whether you are supporting a local business, helping a national client navigate complex risk, or building your expertise in a specialized practice area, you will find that your voice matters here. Your work has purpose. And your potential has no ceiling.

We would love for you to explore what is possible at HUB International. We currently have an opportunity for a Client Services Associate to join our Employee Benefits team in our Wilmington, MA office on a Hybrid work schedule.

SPECIFIC RESPONSIBILITIES

• Assist the CRM in client retention and building relationships with key client personnel. Acquire a thorough understanding of client's business, insurance objectives, and benefit program.
• Assist the CRM in the daily management of client accounts including claims questions, administrative issues, client requests and keep CRM informed of status.
• Provide meeting /conference call notes to CRM, recapping key discussion points and action items.
• Prepare benchmark reports and supplemental sales materials for presentation to clients.
• Implementation and carrier coordination and completion of new business/carrier change application forms and confirmation of carrier enrollment materials.
• Implementation and renewal paperwork for HSA/HRA/FSA/COBRA. Review final employee documents for accuracy
• Implement and coordinate value added services offered to client (ThinkHR, Choosewell, etc).
• Assist with the preparation of communications, benefit guides, open enrollment memos, PowerPoint Presentations and Brainsharks.
• Other responsibilities/duties as assigned or requested by Management.

QUALIFICATIONS

• One year experience in employee benefits account management
• Life/Health license required within six months of employment
• Proficiency with Microsoft Office products.
• Excellent organizational, interpersonal, communication skills and ability to work in a team environment.

What We Offer You

At HUB International, we are invested in your success - both inside and outside of work. Our benefits are designed to support your well‑being, fuel your growth, and help you build a secure future. We believe that when our people thrive, our clients and communities do too. We are committed to continuous learning and career momentum. Whether you are just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you move forward with confidence.

Benefits you may enjoy as part of the HUB International team:

• Medical, Dental, Vision, and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
• 401(k) Savings Plan
• Life and Disability Plans
• Long‑Term Care
• Employee Assistance Program (EAP)
• Comprehensive Wellness Program
• Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
• Low‑Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Flexible Work Arrangements
• Dress for Your Day Policy
• Comprehensive Onboarding and Continuing Education

The expected salary range for this position is $20.44/hr to $30.00/hr 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 health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid‑time‑off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

Department Account Management & Service

Required