Client Service Administrator
Client Service Administrator
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Job Description
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 one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.
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.
- Provides support toSales staffin obtaining maintaining and expanding business. Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients needs.
- 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 clients 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.
Job Specifications
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.
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 self-starter 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 $31.25 - $33.65 per hour 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 paid-time-off benefits and eligible bonuses equity and commissions for some positions.
About HUB International
Headquartered in Chicago Illinois HUB International Limited (HUB) is a leading full-service 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 .
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Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalentHUB 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.
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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
