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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 guides organizations and individuals on how to navigate uncertainties. As one of the premier insurance brokerage firms, our commitment is to deliver our clients the assurance that their most valued assets are safeguarded — through unwavering support and customized insurance strategies that empower our clients.
Why Join Us?
With a network of numerous offices across North America, we provide a dynamic, engaging, and supportive workplace that strategically positions our team members for long-term success. At 5H2, we are dedicated to investing in our employees' futures, offering ongoing opportunities for professional growth and development. Our entrepreneurial culture nurtures an environment that enables our team to make informed decisions for our clients and the organization, emphasizing the enhancement of industry knowledge among our insurance professionals to better serve our esteemed clients. We are committed to offering competitive and adaptable benefits that align with your current needs and evolve as those needs change.
We are an ideal match if you:
- are looking for a forward-thinking work environment within a rapidly expanding organization
- have a passion for assisting others in securing their future
- possess an entrepreneurial mindset and are motivated by the opportunity to contribute to business growth
- are dedicated to continuous learning and development to enhance your expertise in the industry
- are a proactive individual willing to invest time and effort into mastering the technical aspects of our operations
- value integrity and believe in achieving success through building relationships
Position Overview
The Client Services Coordinator will deliver professional and courteous assistance to our clients, producers, and internal teams. 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 ensure alignment with corporate objectives, carrier requirements, and client needs.
Key Responsibilities
- Respond promptly and professionally to the service inquiries of our clients.
- Provide administrative and technical support to Producers to benefit clients and achieve the agency's strategic objectives.
- Assist producers in enhancing coverage for 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.
- Manage renewal activities, including remarketing renewals, contacting clients, and creating renewal proposals in collaboration with the producer.
- Refer current and prospective clients to other departments for additional services.
- Adhere to all agency protocols, procedures, and regulatory requirements.
- Communicate effectively in both verbal and written formats.
- Possess a broad understanding of insurance products and the ability to work independently.
- Utilize computer software effectively and understand its functionalities.
- Oversee tasks performed by Assistant Client Service Specialists.
- Maintain organized client records.
- Retrieve carrier information from their respective platforms.
- 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, particularly 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, gender, sexual orientation, gender identity, disability, veteran status, or any other characteristic protected by law.
We strive to make our website accessible to all users. If you require assistance regarding website accessibility or need help with the application process, please reach out to our recruiting team.
