Nathan Leung
Richmond
Summary
Employee Benefits Specialist with extensive expertise in managing and optimizing benefits programs. Skilled in client relationship management, benefits administration, and compliance. Strong focus on team collaboration and achieving measurable results. Adaptable and reliable, ensuring seamless integration of changing needs. Proficient in communication, problem-solving, and strategic planning.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Employee Benefits Client Service Representative
HUB International
06.2022 - Current
- Supported a block of business of about 70 clients with a range of employees from 5 to 500 employees
- Provided support to plan administrators to ensure employee satisfaction by assisting with claim, billing, and enrollment issues.
- Educated clients on how to properly administer an employee benefits program through admin training sessions.
- Created employee communication documents like memos, benefit summaries, and notice of amendments/carrier change.
- Presented employee education sessions that highlighted the benefits that are being offered by their employer.
- Managed the files and documents of clients in an orderly manner which allowed for ease of use.
- Supported clients in the implementation process of benefit plan from signature of master application to go live date.
Employee Benefits Analyst
HUB International
01.2021 - 06.2022
- Managed relationships with insurance carriers and negotiated with account executives on client renewals.
- Performed and presented analysis of benefits program utilization patterns, identifying opportunities for cost savings or enhancements to offerings.
- Submitted request to quotes from insurers and ensured the quotes provided matched the specifications that were being asked.
- Collaborated with team members to guarantee that the analytics provided were timely and relevant to the client.
Team Assistant
HUB International
06.2019 - 01.2021
- Delivered outstanding support during peak periods or staff shortages to maintain seamless operations.
- Developed time management skills by prioritizing which customer and company deliverables needed to be completed.
- Worked with members across all regions of HUB to implement Cloud Advisors benchmarking tool.
- Created client management spreadsheet to organize information in a centralized location prior to EPIC integration.
Customer Service Representative
Vancouver Bullion and Currency Exchange
05.2015 - 04.2020
- Assisted customers with domestic and foreign currency exchange transactions in a fast-paced environment.
- Demonstrated strong problem-solving skills in a professional manner when dealing with customers.
- Strong communication and interpersonal skills were utilized when assisting customers with special requests, concerns and inquiries.
- Established and maintained relationships with individual and business customers to ensure customer satisfaction.
Education
Bachelor of Arts - Economics, minor in Commerce
University of British Columbia
12.2020
Skills
- Benefits administration
- Financial analysis
- Client & Insurer relationship management
- Account servicing
- Proficient in Excel, Powerpoint, and Word
- Familiar with Applied EPIC management system
- Presentation skills
- Time management abilities
Certification
- LLQP/Life License (Held since 2022)
Hobbies and Interests
Lowering my golf handicap; Hitting the slopes with my snowboard; Exploring BC's beauty through hiking
Timeline
Employee Benefits Client Service Representative
HUB International
06.2022 - Current
Employee Benefits Analyst
HUB International
01.2021 - 06.2022
Team Assistant
HUB International
06.2019 - 01.2021
Customer Service Representative
Vancouver Bullion and Currency Exchange
05.2015 - 04.2020
- LLQP/Life License (Held since 2022)
Bachelor of Arts - Economics, minor in Commerce
University of British Columbia
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