Retirement Relationship Manager

Retirement Relationship Manager

About HUB
In a rapidly changing world HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds 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 oneofa kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.

Job Summary

The Relationship Manager develops and maintains effective relationships with retirement plan sponsors wealth management clients and industry wholesalers. The Relationship Manager ensures delivery of optimal service client satisfaction and client retention. This position accountable for overall deliverables to clients. The Relationship Manager supports the Producer and Plan Sponsors with the administration and operation of the retirement plan including plan governance and plan compliance.

Duties & Responsibilities

• Works closely with Producers and other HUB personnel on all aspects of client service fiduciary reporting and market research while adhering to HUBs best practices and standard procedures.

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

• Participates in daytoday communication with clients and assists clients with questions or issue resolution.

• Discusses monitors and advises plan sponsors on plan design changes.

• In conjunction with the producer or independently manages organizes and conducts client meetings.

• Follows through with all meeting action items including research fund changes and all miscellaneous issues.

• Provides a high level of support toSales staffin obtaining maintaining and expanding business.

• Responsible for centralizing quarterly report generation.

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

• Typical projects may be related to: plan setup plan documents contributions loans distributions enrollment coordination of planlevel contact or plan changes product changes fund adds/eliminations plan amendments statement narratives statement reviews banking/division/pay center changes forms customization or updates pricing changes/recoveries. Supports product pricing projections and annual reconciliation. Help prepare forecasts and analyze trends.

• Proactively assists the team in streamlining services implement new application and software product enhancements and new Fiduciary Vault.

• Coordinates production and/or rollout of custom or specialized reporting for clients as required. Assists Producer in pulling data to distribute quarterly billing.

• 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.

• Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes; Attends industry related continuing education training and courses.

• Performs other duties and projects as assigned.

Qualifications

• Bachelors degree in business insurance or related field

• 3 years retirement plan industry experience or equivalent combination of education and experience

• FINRA Series 7 registration along with FINRA Series 63 and FINRA Series 66 or FINRA Series 65.

Knowledge / Skills / Abilities

• Knowledge of retirement plan design customer service and internal reporting.

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

• Ability to effectively present information and respond to questions from groups of managers clients customers and the general public.

• Computer skills: proficiency with Microsoft Office Suite Outlookand agency management systems.

• 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.

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

• Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients needs.

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

• Ability to calculate figures and amounts such as discounts interest commissions proportions percentages.

• Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy.

• Ability to effectively work with a team and coach others in developing their skills and abilities.

• Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions.

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.

We are the perfect fit if you:

• are seeking a progressive work environment at a rapidly growing organization

• have a desire to help others protect their future

• have an entrepreneurial spirit and are challenged by the opportunity to grow the business

• are focused on learning and development to enhance your industry knowledge and expertise

• are a selfstarter willing to invest time and energy to learn the technical aspects of our business

• believe in integrity and building success by developing relationships with others

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

The expected salary range for this position is $80000 to $90000/ yr. and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions 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 paidtimeoff benefits and eligible bonuses equity and commissions for some positions.

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 veterans 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 athttp:// Policy

EVerify 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 tollfree atThis contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

About HUB International

Headquartered in Chicago Illinois HUB International Limited (HUB) is a leading fullservice global insurance broker providing property and casualty life and health employee benefits investment and risk management products and services. From offices located throughout North America HUBs vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information please visit hubinternational.

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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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.

EVerify 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. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.