Client Service Associate, Retirement Potential for Hybrid Work at Hub International Insurance

Discover a Career That Empowers You Join HUB International!At HUB International were more than just an insurance brokerage firm were a thriving community of entrepreneurs driven by purpose and passion. Every day we help individuals families and businesses protect what matters most by providing a broad array of insurance retirement and wealth management products and services. But we dont stop there we also invest deeply in our people.Here your career is in your hands. Youll be empowered to learn grow and truly make an impact. Whether youre supporting a local business or helping a national client navigate complex risk youll be backed by the strength of a global firm and the heart of a regional team.As one of the worlds largest insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 19000 professionals across 650 offices in North America we bring together industry-leading technology a strong culture of collaboration and centers of excellence that fuel innovation.Explore your future with HUB International. Lets grow together. If youre ready to be part of a company where your voice matters your work has purpose and your potential has no limits HUB is the place for you. We currently have an opportunity for a Client Service Associate to join our Retirement and Private Wealth team in our McLean VA office.The selected individual will be responsible for preparing client reviews and providing administrative support to the advisors to ensure our clients experience outstanding service. The successful candidate must be a detail-oriented individual with exceptional organizational communication and interpersonal skills.Job Responsibilities:Support the onboarding of new clients including creating client profiles scheduling kick-off calls and meetings collecting key documents setting up files and updating the CRM system.Maintain the master calendar of client deliverables per the service plan and project management tracking system.Schedule upcoming client activities including committee meetings and annual reviews.Assist team members in preparing for upcoming client meetings including creating agendas handouts reports loading iPads and other key materials including meeting templates.Ensure that proper client meeting notes are received reviewed filed and notable action items are scheduled and/or assigned.Support the process of invoicing clients as required per the written agreement.Follow up on outstanding action items and issues with internal teams until completed or resolved.Assist with the daily activities of the Client Services Director.Assist with research and special projects.Coordinate activities with third party vendors and business partners.Track key metrics for client annual report cards.Generate internal reports.Keep client contact information up to date.Attend weekly staff meetings and quarterly offsite meetings.Maintain and update the Client Service Manual including key checklists and templates.Other responsibilities as assigned by Manager.Qualifications:College degree.Retirement plan designation through the National Association of Plan Sponsors (NAPA) or ability to obtain a designation after hire.Experience in a client service administrative role; must have a passion for client service.Financial services / retirement plans experience is required.Proven ability to manage multiple projects assignments and tasks in a timely fashion by prioritizing and organizing daily work activities.Proficiency with Microsoft Office products.Experience utilizing CRM systems and project management tools.Must have superior organizational planning and time management skills.Excellent written verbal communication listening and thinking skills.Must take the initiative to ask questions recommend changes and improve operational efficiency.Proven ability to work in a fast pace client service environment.What We Offer You:At HUB International were invested in your success both inside and outside of work. Our benefits are designed to support your well-being empower your growth and set you up for a secure future. From comprehensive health coverage to resources that promote work-life balance weve got you covered.We believe in continuous learning and career momentum. Whether youre just getting started or ready to take the next step HUB provides the tools mentorship and opportunities to help you thrive. When you grow we grow!Benefits you may enjoy working at HUB International Mid-Atlantic Inc:Medical Dental Vision and Prescription Drug CoverageHealth Plan Reimbursement ProgramHealth Savings Account (HSA)401(k) Savings PlanEmployee Assistance Program (EAP)Comprehensive Wellness ProgramFlexible Spending Accounts (FSAs)Life and Disability PlansLong-Term CareIdentity Theft Group Legal Accident Critical Illness Pet Insurance and many more!Low-Cost Loan Program and Student Loan ResourcesVacation Holiday Sick and Personal Time OffComprehensive OnboardingContinuing EducationFlexible Work ArrangementsDress for Your Day Dress-CodeEmployee Resource Groups and Voices of HUB Employee Groups:At HUB inclusion isnt just a core value its a shared commitment. Were building a workplace where every voice is heard every person is respected and everyone can show up as their authentic self.One of the easiest ways to get involved is by joining one of our Employee Resource Groups (ERGs) or Voices of HUB Employee Groups communities where connection support and impact come to life.Currently we have two ERGs:HUB Women NetworkHUB Black Inclusion NetworkOur Voices of HUB Employee Groups are:Asian Pacific Islander VoicesHispanic VoicesHUB Young Professional Enrichment (HYPE)Indigenous VoicesPride VoicesMilitary Veterans/Military Spouses & Families VoicesEmployees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy:Talent the attraction recruitment and hiring of the best diverse talent;Culture creating a culture of Inclusion and Belonging; andCommunity having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.The expected salary range for this position is $28.21 to $35.90 hourly 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 such as vacation sick and personal days and eligible bonuses equity and commissions for some positions.Apply today!*LI-AMDepartment Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: NegligibleRequired Education: Bachelors degree (4-year degree)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.E-Verify ProgramWe 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:IC Key Skills Restaurant Experience,Time Management,Food Service,Data Entry,Customer Service,Direct Support,Computer Skills,Serving Experience,Medical office experience,Dietary Department Experience,Medical Terminology,Phone Etiquette Employment Type : Full-Time Experience: years Vacancy: 1 Hourly Salary Salary: 28 - 35