Assist Consultants with all aspects of servicing group and individual clients
Act as a liaison between Consultants and Clients, insurance carriers and plan members
Answer policy and coverage related questions/requests from clients and insurance carriers
Communicate with clients and insurance carriers regarding plan changes, amendments
Attend occasional client meetings with Consultants
Conduct employee education sessions and client administration orientation sessions
Create marketing materials and presentations for Consultants
Maintain accurate renewal calendar, communicate renewal timelines to Consultants
Process client communication documents such as renewals, proposals, claims experience reports, general correspondence
Maintain electronic client files
Ensure accuracy of policy documentation received from insurers
Assist with other duties as assigned

1-2 years of relevant experience
Strong Microsoft Excel skills.
Excellent attention to detail.
Strong critical thinking, communication (written and verbal), and interpersonal skills.
Ability to work independently and manage multiple tasks and deadlines.
Strong organizational and time management skills.
Ability to adapt to both routine and challenging environments.
Comfortable interacting with all levels of the organization, including senior management.
Positive attitude and team-oriented mindset.
Accounting background (e.g. accounts receivable) and working knowledge of EPIC is an asset.

Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.
Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.

Client Service Representative

Key skills