Client Services Coordinator, Ancillary Benefits

Horan Securities, Inc.; Chicago (IL); Remote; USD 75,000 - 95,000; Full time

Job summary

A leading company is seeking a Client Services Coordinator to support account management and client services. This remote entry-level position requires strong organizational skills and attention to detail. The ideal candidate will assist with RFP coordination, data organization, and client material preparation, contributing to a collaborative team environment focused on delivering excellent service.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Accounts

Paid Time Off

Eligible Bonuses

Qualifications

• 0-2 years’ experience in client service, insurance, or administrative role.
• Interest in ancillary group benefits like dental, vision, life.

Responsibilities

• Support account management team with service requests and RFP coordination.
• Maintain accurate records of service activities in CRM system.
• Assist in preparing client materials for renewals.

Skills

Organizational Skills

Communication

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

About Specialty Program Group: Our goal is topartner with industry-leadingspecialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offersaccess 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 deliversleading-edge specialty expertisebacked by transformativedigital capabilitiesand sophisticateddata 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 & ServiceRequired Experience: Less than 1 year of relevant experienceRequired Travel: No Travel RequiredRequired 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.

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