Client Specialist, Employee Benefits

HUB International; Dublin (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

HUB International is seeking an Account Management & Service professional in California to deliver day-to-day client support, ensuring data accuracy and clear communication for a block of clients. You will develop employee education materials, facilitate enrollment and orientations, and coordinate with vendor partners on invoices and service delivery.

Regional travel may be required. Join HUB for a collaborative environment with growth opportunities in employee benefits and client service

Qualifications

• College diploma preferred.
• Minimum of 2 years of experience in a professional environment.
• Strong time management and organizational skills.
• Work well in a team environment and independently.
• Ability to act resourcefully and solve problems.
• Professional presence and strong communication skills.
• High energy and a positive attitude.
• Strong IT skills with Microsoft Office (Word, Excel, PowerPoint).

Responsibilities

• Provide day-to-day client support for your block of clients, ensuring accurate data and issue resolution.
• Develop and deliver employee education materials and presentations; support open enrollment and new hire orientations (regional travel may be required).
• Act as liaison between clients and vendor partners to resolve issues with invoices, claims and service delivery.
• Collaborate with HUB Benefit Consultants on questions and renewals for HUB clients.
• Work with Data Analytics to understand trends and client needs.
• Understand and communicate compliance requirements related to benefits.
• Assist in preparing sales-related materials including bids and proposals.
• Coordinate annual wellness planning and plan renewals for clients.
• Learn the Employee Benefits business from the inside out with mentors and trainings.

Skills

Customer service

Time management

Organizational skills

Communication

Problem solving

Education

College diploma

Tools

Microsoft Office

Job description

POSITION SUMMARY:

Are you a creative and detail-oriented individual who strives for excellence? Will you thrive in a dynamic environment that requires organization, strong communication skills and the ability to manage multiple projects simultaneously? If the answer is yes, we have the perfect opportunity for you.

ABOUT HUB INTERNATIONAL:

HUB International is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 21,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings
• Great work/life balance, because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Provide extraordinary customer service for HUB clients: provide day-to-day client support for your assigned block of clients, including troubleshooting issues and problem solving; Ensure client information for your block of clients is always accurate and up to date.
• Develop and deliver employee education and communication materials including live and virtual presentations; Facilitate presentations for Open Enrollment and New Hire Orientations as needed. (Regional travel may be required.)
• Act as liaison between client and vendor partners to resolve problems and troubleshoot client issues with invoices, claims and delivery of service.
• Collaborate with HUB Benefit Consultants to understand and address specific questions and insurance plan renewals for HUB clients.
• Work with our Data Analytics team to understand data trends and address specific questions and needs of our clients.
• Understand compliance requirements related to benefits, and how these requirements affect HUB clients.
• Assist in the preparation of sales-related materials including bids and proposals.
• Coordinate annual processes across functions that relate to wellness planning, annual health care planning, and plan renewals for clients.
• Learn the Employee Benefits business from the inside out, by collaborating with colleagues and internal mentors, taking part in education meetings & carrier updates, and attending client outreach/appreciation events.

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

REQUIREMENTS:

• College diploma from an accredited University is preferred.
• Minimum of 2 years of experience in a professional environment
• Strong time management and organizational skills.
• Work well in a team environment and independently.
• Ability to act resourcefully and in an innovative way to solve problems and complete tasks.
• Professional presence and the ability to communicate with people at all levels.
• Strong interpersonal, excellent communication skills in both verbal and written.
• High energy, positive and winning attitude, determination to succeed.
• Strong IT skills with deep knowledge of Microsoft Office products, especially Word, Excel and PowerPoint, and internet-based applications.

Department Account Management & Service

Required Experience: Less than 1 year of relevant experience

Required Travel: Negligible

Required Education: College diploma (3-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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