Client Services Coordinator, Ancillary Benefits

Specialty Program Group; Atlanta (GA); Remote; USD 75,000 - 95,000; Full time

Job summary

A leading company in the insurance sector is seeking a Client Services Coordinator to support account management and client service functions. This entry-level role involves RFP coordination, data organization for renewals, and maintaining client records. Ideal candidates will have a bachelor's degree and strong organizational skills, with a commitment to delivering excellent service.

Benefits

Comprehensive benefits package

401(k) accounts

Paid-time off benefits

Qualifications

• Bachelor's degree or equivalent work experience.
• 0-2 years’ experience in client service or administrative role.
• Interest in ancillary group benefits.

Responsibilities

• Support account management with daily service requests and RFP coordination.
• Assist with data gathering for carrier marketing and renewal negotiations.
• Maintain accurate records of service activities in the CRM system.

Skills

Organizational skills

Attention to detail

Verbal communication

Written communication

Self-motivated

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Client Services Coordinator, Ancillary Benefits

Client Services Coordinator, Ancillary Benefits

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About Specialty Program Group: Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.

About SPG Ancillary, a division of Strategic Benefit Resources: SPG Ancillary is a division of Specialty Program Group, a wholly owned subsidiary of HUB International. Our mission is to solve problems, create a better experience, and produce results for our broker, carrier, and benefits technology partners. We pride ourselves on encouraging creativity with each problem, embracing collaboration at every opportunity, and empowering commitment to expected results. Our expertise lies in dental, vision, life, disability, supplemental health, and leave management. Our organization is comprised of four integrated teams: marketing, client service, leave management solutions, and business operations. As an extension of a brokerage’s consulting and service teams, we support marketing, sold case implementation, account support, renewal management, analytics & insights, leave administration & state disability compliance.

About the Position: The ideal candidate for the Client Services Coordinator position will have a foundational understanding of group benefits and a strong desire to build a career in account management or client service. This entry-level role will provide support across key service functions, including RFP coordination, sold case implementation, renewal preparation, and ongoing account support. The successful candidate will demonstrate a keen attention to detail, an ability to prioritize tasks in a dynamic environment, and a commitment to delivering excellent service to our broker and carrier partners.

Key Responsibilities

• Support the account management team with daily service requests, RFP coordination, and implementation activities.
• Assist with gathering and organizing data for carrier marketing and renewal negotiations.
• Monitor open items to ensure timely completion of tasks and follow-ups with internal and external partners.
• Maintain accurate records of service activities and client information in the CRM system.
• Participate in sold case implementation by helping with installation checklists, carrier submissions, and internal tracking.
• Assist in preparing client materials for renewals and new business opportunities.
• Support process improvement initiatives and ad-hoc projects as needed.
  
  

Qualifications

• Bachelor’s degree or equivalent work experience.
• 0-2 years’ experience in a client service, insurance, or administrative role (internship experience welcome).
• Interest in ancillary group benefits (dental, vision, life, disability, supplemental health).
• Strong organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Self-motivated and eager to learn.
  
  

Work Location: This is a 100% remote position working in your local time zone. Access to a local office may be available upon request.

Salary Transparency: The expected salary range for this position is $75,000-$95,000 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 health/dental/vision/life/disability insurance, FSA, HSA, and 401(k) accounts, paid-time off benefits, and eligible bonuses, equity, and commissions for some positions.

#SPG

Department Account Management & Service

Required Experience: Less than 1 year of relevant experience

Required Travel: No Travel Required

Required Education: Bachelor's degree (4-year degree)

HUB International Limited is an equal opportunity 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.

E-Verify Program

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.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  Insurance

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