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Retirement Service Agent Tier 3
Retirement Service Agent Tier 3-October 2024
Austin
Oct 31, 2024
About Retirement Service Agent Tier 3

  About Us:

  At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. 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.

  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 13,000 employees in 500 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

  Mission Statement:

  We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.

  BRIEF DESCRIPTION / OVERVIEW:

  We are looking for a motivated individual to join our Retirement Customer Services Team! Experience with the material is preferred, but not required. We are willing to train up the right individual. Passion for communication and customer service are a must. Eagerness to learn and attention to detail are keys in our quick paced, growing department. You will have the opportunity to help with a variety of accounts to best serve our clients. We encourage career development and opportunities are available upon satisfactory assessment.

  RESPONSIBILITIES : Primarily phone customer service Time management of responsibilities Data entry Review & return voice mails Monitor department emails QUALIFICATIONS & SKILLS : Proven experience in the areas of customer service, strong communication skills (verbal & written) and willingness to learn. Preferred knowledge of 403(b), 457(b), 401(k), 401(a), FICA Alternative College Degree or comparable industry experience Bilingual, preferably Spanish General knowledge of computer applications - Microsoft Word, Microsoft Excel, Adobe Photoshop, Gmail JOB CLASSIFICATION & ADDITIONAL INFORMATION : Job Classification: Full-Time Base Salary/ Wage: $22 an hour Position hours are 8am - 5pm, 9am - 6pm, or 10am - 7pm, Monday - Friday. Benefits: Medical, Dental, & Vision insurance Premium Identity Theft Protection Coverage Corporate Gold's Gym Discount Generous PTO 11 Paid company holidays Team Appreciation Day Company sponsored team sports Free drinks and snacks stocked in the break room #LI-KP1

  Department Account Management & Service

  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 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 athttp://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 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

  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.com.

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