Job Description
Full job description
About The Role
Our Employee Benefits & Retirement Division is excited to welcome you to our client-focused culture. Join us with your group benefits experience as our next Client Service Representative (CSR).
This is an opportunity to further develop your client service and analytical skills as a Permanent Full-Time CSR within our Employee Benefits Division.
What You’ll Do
Serve as the primary point of contact for clients, addressing all inquiries before involving the insurance company.
Manage all aspects of client administration, including billing, enrollment, and general account management.
Oversee health, dental, life, and disability claims, promptly resolving any issues or concerns.
Resolve complex client service issues, particularly when clients are dissatisfied with responses from the insurance company.
Maintain administrative rights for client accounts, enabling the addition of new employees, coverage terminations, and other account updates.
Provide training to clients on the insurance company’s administration system, ensuring they can efficiently manage their accounts.
Assist with employee meetings, offering support and guidance on benefits when needed.
Build and maintain long-term client relationships by addressing inquiries directly or liaising with insurance carrier representatives to resolve issues.
Handle Paid-Up Life benefits for retirees, ensuring timely management of all life claims.
Attend client meetings with Advisors when required, offering support during discussions.
Reach out to clients at year-end to ensure proper allocation of their Healthcare Spending Account funds for the upcoming year.
Process annual salary updates for clients, ensuring their benefits align with current compensation data.
Support the setup of new groups and amendments, ensuring smooth onboarding and necessary adjustments for both new and existing clients
Qualifications and expertise that pave the way for Success
2+ years of experience in the employee benefits industry with a solid understanding of employee benefits plans.
Successful completion of the LLQP (Life License Qualification Program) or willingness to obtain it within 6 months of joining.
Strong knowledge of major Canadian insurance markets and established relationships with insurers (e.g., Manulife, Canada Life, Desjardins).
Intermediate to advanced proficiency in Microsoft Word, Excel, and Outlook.
Typing speed of at least 55 words per minute with high attention to detail and accuracy in all tasks.
Strong verbal and written communication skills with a proactive approach to client communication.
Exceptional problem-solving skills, with the ability to handle complex issues effectively.
Outstanding time management, multitasking, and prioritization skills, particularly in fast-paced settings.
Comfortable conducting employee education sessions and client administration orientation sessions.
A proactive attitude with a willingness to take on increasing levels of responsibility.
Elevate Your Career with HUB International
Choosing HUB International means aligning your career with the premier insurance brokerage worldwide. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/.
Your Advancement and Well-being: Our Priority
At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB Team:
Recognized Rewards: Thrive in a supportive environment that values your contributions with a competitive compensation package, including incentives, bonuses, and additional earning opportunities.
Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
Comprehensive Benefits: Access a robust benefits package, including company-matched RRSPs, designed to support you and your family.
Professional Growth: Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.
Industry Support: Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.
Exclusive Perks: Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding
Culture and Belonging: Our Commitment
At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process, please let us know—we’re here to support you. At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are.
Service: Our Ethos
At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we’re proud to support. Our regional offices are actively involved in local initiatives, reflecting our commitment to giving back and making a positive impact.
When you join HUB, you’ll find more than just a career—you’ll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
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 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
About The Role
Our Employee Benefits & Retirement Division is excited to welcome you to our client-focused culture. Join us with your group benefits experience as our next Client Service Representative (CSR).
This is an opportunity to further develop your client service and analytical skills as a Permanent Full-Time CSR within our Employee Benefits Division.
What You’ll Do
Serve as the primary point of contact for clients, addressing all inquiries before involving the insurance company.
Manage all aspects of client administration, including billing, enrollment, and general account management.
Oversee health, dental, life, and disability claims, promptly resolving any issues or concerns.
Resolve complex client service issues, particularly when clients are dissatisfied with responses from the insurance company.
Maintain administrative rights for client accounts, enabling the addition of new employees, coverage terminations, and other account updates.
Provide training to clients on the insurance company’s administration system, ensuring they can efficiently manage their accounts.
Assist with employee meetings, offering support and guidance on benefits when needed.
Build and maintain long-term client relationships by addressing inquiries directly or liaising with insurance carrier representatives to resolve issues.
Handle Paid-Up Life benefits for retirees, ensuring timely management of all life claims.
Attend client meetings with Advisors when required, offering support during discussions.
Reach out to clients at year-end to ensure proper allocation of their Healthcare Spending Account funds for the upcoming year.
Process annual salary updates for clients, ensuring their benefits align with current compensation data.
Support the setup of new groups and amendments, ensuring smooth onboarding and necessary adjustments for both new and existing clients
Qualifications and expertise that pave the way for Success
2+ years of experience in the employee benefits industry with a solid understanding of employee benefits plans.
Successful completion of the LLQP (Life License Qualification Program) or willingness to obtain it within 6 months of joining.
Strong knowledge of major Canadian insurance markets and established relationships with insurers (e.g., Manulife, Canada Life, Desjardins).
Intermediate to advanced proficiency in Microsoft Word, Excel, and Outlook.
Typing speed of at least 55 words per minute with high attention to detail and accuracy in all tasks.
Strong verbal and written communication skills with a proactive approach to client communication.
Exceptional problem-solving skills, with the ability to handle complex issues effectively.
Outstanding time management, multitasking, and prioritization skills, particularly in fast-paced settings.
Comfortable conducting employee education sessions and client administration orientation sessions.
A proactive attitude with a willingness to take on increasing levels of responsibility.
Elevate Your Career with HUB International
Choosing HUB International means aligning your career with the premier insurance brokerage worldwide. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/.
Your Advancement and Well-being: Our Priority
At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB Team:
Recognized Rewards: Thrive in a supportive environment that values your contributions with a competitive compensation package, including incentives, bonuses, and additional earning opportunities.
Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
Comprehensive Benefits: Access a robust benefits package, including company-matched RRSPs, designed to support you and your family.
Professional Growth: Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.
Industry Support: Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.
Exclusive Perks: Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding
Culture and Belonging: Our Commitment
At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process, please let us know—we’re here to support you. At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are.
Service: Our Ethos
At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we’re proud to support. Our regional offices are actively involved in local initiatives, reflecting our commitment to giving back and making a positive impact.
When you join HUB, you’ll find more than just a career—you’ll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
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 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
💡 Quick Summary
Seeking a career-building opportunity? The Client Service Representative, Employee Benefits & Retirement position is now open for candidates interested in the Human Resource (HR) Jobs sector. This role in Leamington offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Human Resource (HR) Jobs is a plus.
