Client Engagement Coordinator

Client Engagement Coordinator

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 Opportunity

We are currently seeking a Client Engagement Coordinator to join our Wealth & Retirement team. This position will work with the sales staff and Retirement Plan Advisors and assist with tasks associated with onboarding new clients and accounts.

Duties & Responsibilities

• Assisting with proposal materials, presentations, and scheduling of meetings with prospective clients.
• Tracking the onboarding tasks for new clients until the hand-off to client servicing.
• Preparing and ensuring all new client paperwork is complete and accurate.
• Participating in regular meetings during the onboarding process to track action items.
• Updating client databases.
• Assisting with and tracking the transition of Plan Recordkeeper as well as creating Plan Blackout and/or Fund Change notices, when applicable.
• Other projects/duties as assigned.

Qualifications

• 4 year college degree or equivalent work experience
• At least 3 years of Retirement Plan experience
• Retirement Plan related licensing a plus

Knowledge / Skills / Abilities

• Excellent organization skills and strong attention to detail
• Excellent written and verbal communication skills
• Proven ability to establish and maintain relationships with clients and carriers
• Ability to manage multiple responsibilities in a deadline driven environment
• Proven ability to work independently and collaboratively with a team
• Experience with an agency management system.
• Proficiency with Microsoft Office Suite and Adobe Acrobat Pro

Why Choose Hub?

Throughout our network of more than 450 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 better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves 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.

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.

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The expected salary range for this position is $28 - $33/hr depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's 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.