Client Services Coordinator, Ancillary Benefits

HUB International; Atlanta (GA); Remote; USD 75,000 - 95,000; Full time

Job summary

An established industry player in insurance services is seeking a motivated individual for a fully remote position in account management. This role offers an excellent opportunity for career advancement while working with a dynamic team focused on ancillary group benefits. You will support daily service requests, assist in data organization for carrier marketing, and ensure timely completion of tasks. With a comprehensive benefits package and a supportive work environment, this position is ideal for someone eager to learn and grow in their career. Join a company that values creativity and collaboration in a flexible work setting!

Benefits

Comprehensive Benefits Package

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Qualifications

• 0-2 years of experience in client service or administrative role.
• Strong organizational skills and attention to detail.

Responsibilities

• Support account management with service requests and RFP coordination.
• Maintain accurate records of service activities in the CRM system.

Skills

Organizational Skills

Verbal Communication

Written Communication

Microsoft Office Suite

Education

Bachelor’s Degree

Tools

CRM System

Job description

Employer Industry: Insurance Services

Why consider this job opportunity:
- Salary range: $75,000 - $95,000
- Comprehensive benefits package including health, dental, vision, life, and disability insurance
- Opportunity for career advancement in account management and client services
- Fully remote position with flexibility to work in your local time zone
- Supportive work environment that encourages creativity and collaboration
- Chance to work with a dynamic team focused on ancillary group benefits

What to Expect (Job Responsibilities):
- Support the account management team with daily service requests, RFP coordination, and implementation activities
- Assist in 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

What is Required (Qualifications):
- Bachelor’s degree or equivalent work experience
- 0-2 years of experience in a client service, insurance, or administrative role (internship experience welcome)
- Strong organizational skills and attention to detail
- Excellent verbal and written communication skills
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

How to Stand Out (Preferred Qualifications):
- Interest in ancillary group benefits (dental, vision, life, disability, supplemental health)
- Self-motivated and eager to learn
- Ability to manage multiple priorities and meet deadlines

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