Client Placement Assistant

Start Date: June 15, 2026

The Early Career Development Program Associate participates in a six-month structured training and development program designed to prepare early-career

professionals for long-term roles within the organization. This position provides foundational training in insurance operations, systems, workflows, and client service while supporting multiple departments through hands-on, supervised work. This is a hybrid position - reporting into an office 3-days per week.

The Associate will complete licensing coursework, gain exposure to Benefits Insurance, operations, and work closely with experienced team members to develop the skills necessary to transition into an analytics support role upon program completion.

Program Overview:

During the program, responsibilities may include, but are not limited to:

• Participate in a two-week immersive onboarding program covering insurance fundamentals, systems training, workflows, and professional development

• Complete licensing coursework and on-line Insurance 101 curriculum within defined timelines

• Learn and utilize agency management systems and Microsoft Office tools to support daily operations

• Assist service teams with administrative and account support tasks under supervision

• Participate in carrier presentations and training sessions to understand carrier relationships and insurance products

• Attend cohort meetings, leadership sessions, and ongoing training throughout the program

• Meet defined milestones for licensing, coursework completion, and performance expectationn

• Obtain and verify rates using multiple quoting platforms.

• Ensure all rate data is accurate and aligned with client specifications.

• Prepare client facing proposals inclusive of medical, dental, vision, life, short term, long term, voluntary and other insurance products.   

• Generate Excel-based illustrations for financial modeling with a high degree of accuracy.

• Review client census data and reconcile discrepancies by cross-referencing carrier invoices and client-provided information.

• Communicate with clients to clarify and confirm data as needed.

• Prepare and distribute Requests for Proposals (RFPs) following established standard processes and follow up with stakeholders as needed until completion.

• Interact with internal teams and clients via email, virtual meetings, and occasionally by phone.

• Collaborate with team members to support proposal development and client deliverables.

Qualifications:

To perform this role successfully, an individual must demonstrate:

• Obtained Bachelor's degree or in process of obtaining

• Strong interest in the insurance field.

• Bachelor’s degree preferred; equivalent work experience considered.

• Advanced proficiency in Microsoft Excel and strong skills in other Microsoft Office applications.

• Exceptional attention to detail; accuracy is essential in all aspects of the role.

• Proven ability to work both independently and collaboratively in a team environment.

• Strong time management and organizational skills with the ability to prioritize multiple tasks.

• Comfortable working in a fast-paced setting with tight deadlines.

• Ability to produce error-free work consistently and efficiently.

• Willingness to accept feedback and actively pursue development opportunities

• Ability to work independently and as part of a team

Benefits:

• Company Paid Life Insurance, Long-Term and Short-Term Disability.

• Medical, Dental, Vision and FSA/HSA plans.

• 401(k) with company match.

• Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits.

• Generous PTO.

• An awesome team of professionals!

The Hilb Group is an equal opportunity employer, and we actively support and comply with all applicable federal, state, and local laws prohibiting all forms of discrimination in employment. Additionally, we have a zero-tolerance policy for all forms of harassment in violation of federal, state, and local laws.