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Client Services Coordinator
2 months ago
About 5H2 Hub International Midwest Limited
In an ever-evolving landscape, 5H2 Hub International Midwest Limited provides guidance to businesses and individuals on preparing for unforeseen events. As one of the leading insurance brokerage firms, our mission is to ensure our clients have peace of mind, safeguarding what matters most through dedicated advocacy and customized insurance solutions that empower our clients.
Why Join Us?
With a network of over 450 offices across North America, we offer a dynamic, engaging, and supportive work environment that positions our employees for long-term success. We are committed to investing in our employees' futures, providing ongoing opportunities for professional growth and development. Our entrepreneurial culture encourages our team members to make informed decisions for our clients and the organization, focusing on enhancing the industry knowledge of our insurance professionals to better serve our valued clients. We are dedicated to offering competitive and adaptable benefits that meet your current needs and evolve as those needs change.
We are an ideal match if you:
- seek a progressive workplace within a rapidly expanding organization
- have a passion for helping others secure their future
- possess an entrepreneurial mindset and thrive on the challenge of business growth
- are committed to continuous learning and development to enhance your industry expertise
- are a proactive individual willing to invest time and effort to understand the technical aspects of our operations
- value integrity and believe in achieving success through relationship-building
Position Overview
The Client Services Coordinator will deliver professional and courteous service to our clients, producers, and internal personnel. With a positive demeanor, the Coordinator will provide exceptional support in acquiring, maintaining, expanding, and servicing our employee benefits accounts. The Coordinator will collaborate with producers to align with HUB's corporate objectives, carrier requirements, and client needs.
Key Responsibilities
- Respond promptly and professionally to the service requests of our clients.
- Provide administrative and technical support to Producers to benefit clients and achieve the agency's strategic goals.
- Assist producers in adding coverages to existing accounts.
- Generate quote requests, spreadsheets, and related documents while ensuring their accuracy.
- Maintain oversight on renewals to guarantee timely preparation and processing.
- Prepare insurance summaries and proposals as necessary for account evaluations.
- Re-market renewals, communicate with clients, create renewal proposals, and manage other renewal activities in collaboration with the producer.
- Refer current and prospective clients to other departments for solicitation of additional lines of business.
- Adhere to all agency systems, procedures, and regulatory requirements.
- Communicate effectively both verbally and in writing.
- Possess a broad understanding of insurance products and their applications, with the ability to work independently.
- Utilize computer programs efficiently and understand their functionalities.
- Oversee tasks performed by Assistant Client Service Specialists.
- Maintain necessary client documentation.
- Retrieve carrier information from their platforms as needed.
- Update internal systems as required.
Qualifications
- Bachelor's degree is highly preferred.
- Experience working with computers in a Windows environment.
- Strong proficiency in MS Office applications, including MS Word and MS Excel.
- Excellent written and verbal communication skills.
- Above-average mathematical abilities.
- Life, Accident, and Health Insurance License is preferred.
5H2 Hub International Midwest Limited is an equal opportunity employer that does not discriminate based on race, ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, veteran status, or any other characteristic protected by local, state, or federal laws.
We strive to make our website accessible to all users. If you require assistance with the application process, please reach out to our recruiting team for support.
