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HUB International · 1 month ago

Client Service Associate, Retirement - Potential for Hybrid Work

McLean, VA

Full-time

Hybrid

Entry Level

$28.21/hr - $35.90/hr

1+ years exp

HUB International is a leading insurance brokerage firm dedicated to empowering individuals and businesses. They are seeking a Client Service Associate to support their Retirement and Private Wealth team by providing exceptional administrative support and ensuring outstanding client service.

Financial ServicesInsuranceInsurTechRisk Management

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

Qualification

Retirement plan designationFinancial services experienceClient service experienceCRM systems proficiencyProject management toolsMicrosoft Office proficiencyOrganizational skillsCommunication skillsTime management skills