About HUB

Join our Stevie Award Winning Team at HUB International!

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 19,000 professionals in 500 offices across North America.

We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

We currently have an opportunity for a Account Manager – Retirement Plan Services.

SUMMARY OF RESPONSIBILITIES:

Responsible for servicing retirement plans including, periodic plan reporting to Plan Advisors, and Plan Sponsors.  Assisting the team with Plan Review/preparation and providing administrative support to staff. 

SPECIFIC RESPONSIBILITIES:

Responsibilities include but not limited to the following:

Effectively communicate in a professional manner with clients, participants, auditors, vendors and other professionals.Research and answer questions regarding business transactions that could impact Plan setup and complianceManage assigned case load with minimal supervision, including:Plan design and Document reviewData collection and analysisAssist clients with Plan audits.Support clients with day-to-day plan questions and problem solving.Prepare and provide to clients any notices or employee communication.Annual or periodic due diligence reporting and review with clients.Scheduling client meetingsCRM data entry

QUALIFICATIONS:

Preferred not required Series 65 License or relevant credentials (QKA); or in process of obtainingBachelor’s Degree or equivalent experience.Five years of relevant work experience.Ability to multitask, prioritize and adhere to deadlines.Must be self-motivated, detail oriented, well organized and able to work in a team environment.Proficiency with Microsoft Office products.Excellent organizational, interpersonal, verbal and written communication skills, and ability to work in a team environment.

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent

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 .

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