- Assist a busy team to meet tight deadlines;
- Have responsibility for organizing and scheduling client meetings every quarter and coordinating the meetings with our financial advisors' calendars;
- Assist with the preparation of meeting materials for meetings using Microsoft Office (Outlook, Word, PowerPoint, Excel) and proprietary reporting systems;
- Work closely with our vendor partners in gathering data needed for our meetings and using their websites to pull data from their reporting systems;
- Help to maintain, assemble, and update marketing materials, newsletters, and social media sites;
- Assist with client events, client support, and special projects;
- Keep our marketing databases up to date by gathering necessary information and by entering the data in a timely manner;
- Be willing to be part of team that helps each other meet our goals to grow our book of clients.
- This role follows a hybrid schedule, where you will expected to be in office 1-3 times per week
- The compensation for this position ranges from $55,000 - $63,000 annually, depending on experience
- Proficient in Microsoft Office including Word, Excel, PowerPoint and Outlook;
- Background in financial services, insurance or employer benefits industries including any knowledge of retirement plans and investments (1 year experience preferred);
- Comfortable speaking with people on the phone, positive attitude, and professional interpersonal skills;
- Project management experience with working on several projects with different timelines simultaneously;
- Strong attention to detail and organizational skills;
- Independent person able to problem solve and work well without oversight;
- Also, helpful to have experience with Constant Contact, Sales Force or client management data bases.
- A rewarding job that helps local businesses in the community
- Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options
- Generous time-off policies
- A work/life balance because that's important for all of us
- Learn from the expertise of your coworkers
- Growth- HUB is growing, and so can your career
- Be part of a motivated team
- Additional benefits based on qualifications of applicant
- 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
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Client Service Associate - Sandy, United States - Hub International
Description
About HUB:
HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.
Summary:
We are looking for a professional, organized, detail-oriented team player to join HUB International Investment Services, a nationally recognized Retirement Plan Consulting & Wealth Management Firm.
In this role, you will:
Qualifications:
What we offer you:
Why Choose HUB?
Throughout our network of more than 500+ 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 serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolve 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.
We are the perfect fit if you:
\#LI-WG1
\#INDUS
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: Negligible
Required Education: High school or equivalent
EEOAA Policy
E-Verify Program
Hi, we're HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
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, HUB's 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.
