Client Services Coordinator, Ancillary Benefits

HUB International; Chicago (IL); Remote; USD 75,000 - 95,000; Full time

Job summary

An innovative firm in the employee benefits and insurance services sector is seeking a motivated individual to join their remote team. This role offers a competitive salary and a comprehensive benefits package, including health, dental, and vision insurance. You'll support the account management team, assisting with service requests and client communications, all while enjoying the flexibility of working from your local time zone. With opportunities for career growth and a supportive work environment, this position is perfect for those eager to learn and develop in the insurance industry.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Remote Work Flexibility

Opportunities for Bonuses

Equity Options

Commissions

Qualifications

• Bachelor’s degree or equivalent work experience required.
• 0-2 years of experience in client service or administrative role.

Responsibilities

• Support account management team 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: Employee Benefits and Insurance Services

Why consider this job opportunity:
- Salary range of $75,000-$95,000, influenced by experience and location
- Comprehensive benefits package including health, dental, vision, life, and disability insurance
- Opportunities for bonuses, equity, and commissions for certain positions
- 100% remote work flexibility, allowing you to work from your local time zone
- Supportive work environment that encourages creativity and collaboration
- Potential for career growth in account management and client service

What to Expect (Job Responsibilities):
- Support the account management team with daily service requests and RFP coordination
- Assist in gathering and organizing data for carrier marketing and renewal negotiations
- Monitor open items to ensure timely completion of tasks and follow-ups
- Maintain accurate records of service activities and client information in the CRM system
- Participate in sold case implementation and assist in preparing client materials for renewals

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

How to Stand Out (Preferred Qualifications):
- Interest in ancillary group benefits such as dental, vision, life, and disability
- Self-motivated with a strong desire to learn and grow in the industry

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