**This is a temporary part-time position totaling 10 hours per week**

ABOUT HUB:

In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

WHY CHOOSE HUB?

Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.

Job Summary

The Client Service Administrator provides critical support to retirement and private wealth clients by performing clerical and administrative tasks for the team to support the overall retention of accounts.

Duties & Responsibilities

Assists with pre and post client review meeting processes, including scheduling reviews, assembling reports, and driving deliverables from meeting minutes.

Assists both Plan Sponsors and Plan participants with questions and issue resolution.

Maintains Plan Documents such as amendments, Summary of Material Modifications, Summary Annual Report, Investment review, Meeting Minutes, and Notices, etc.

Manages regular review meetings directly or in coordination with Retirement Advisors. 

Prepares plan review documents and implements Fund Changes, Plan Amendments and other Plan related change paperwork.

Prepares Fiduciary Investment Review documents.

Prepares newsletters and memos.

Assists with the Request for Proposal (RFP) process.

Oversees Client Invoicing & Billing.

Sets up and maintains client service calendars.

Coordinates with recordkeepers, and clients to ensure critical deadlines are being met, such as annual plan testing and 5500 filing. 

Tracks client’s completion of plan governance documentation, such as Investment Policy Statement (IPS) and Plan Committee Charter.

Provides client with quarterly investment reports.

Assists with identifying areas for Plan improvement.

Provides professional, courteous service to our clients, plan sponsors, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. 

Maintains strong and effective relationships with clients, co-workers, retirement plan vendors and other business contacts.

Coordinates and manages input or imports data into multiple reporting engines and spreadsheets.

Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.

Performs other duties and projects as assigned.

Qualifications

High School / GED

1-2 years financial services, insurance, administrative or employee benefits experience or equivalent combination of education & experience

Knowledge / Skills / Abilities

Ability to effectively and professionally communicate orally and in writing with internal and external customers.

Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.

Confidence and demeanor to effectively interact with all levels within the organization.

Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.

Computer skills: proficiency with Microsoft Office Suite and Outlook.

Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Desire to learn and grow within the insurance industry.

Working Conditions and Physical Demands

This position primarily involves remaining in a stationary position for the majority of the workday.

The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.

Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.

The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.

Working Conditions and Physical DemandsThis position primarily involves remaining in a stationary position for the majority of the workday.The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information.Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc

The expected salary range for this position is $20.00 to - $25.00 /hr and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions.

LIKE US SO FAR?

Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today!

Are you a veteran? Disabled? We welcome ALL candidates and are proud of our wonderfully diverse employee population.

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

#CA #LI-RS1 #LI-LW1

Department Office Administration & Clerical

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.