HUB International · 2 weeks ago
Distribution Specialist
Austin, TX
Full-time
Hybrid
Entry Level
$25/hr - $30/hr
1+ years expHUB International is a global insurance and employee benefits broker, providing a broad array of products and services. They are seeking a motivated individual to join their Distribution Processing Team, where the role involves processing various retirement plans and maintaining compliance with federal regulations.
Financial ServicesInsuranceInsurTechRisk Management
Responsibilities
Assist relationship manager in processing 403(b), 457(b), 401(a) and FICA Alternative retirement plans
Process loans, hardship withdrawals, death claims, rollovers, and cash payments distributions
Review plan distributions and determine eligibility based on plan design and regulations
Coordinate with internal relationship manager to resolve problems relating to information or payments
Maintain understanding of applicable rules, regulations and polices governing 403(b), 401(a), 457(b) and FICA Alternative retirement plans
Maintain strong communication with school district officials for participants eligibility
Reconcile payment amounts and documentation with custodian banking team
Process required minimum distributions and maintain knowledge of IRS requirements
Review documents for authenticity and accuracy and processes requests relating to assigned benefit programs
Process all distributions and meet distribution deadlines (both individual and team deadlines)
Provide account statements when needed
May verify the legitimacy of beneficiary designations and finalizes payments for death claims for members/retirees, including those with specialized issues such as QDROs
Send letters/email communication with the associated reason in reference to declination, missing information, and appropriate forms when needed
Assist in the check file process
Assist in providing 1099 records or corrections
Qualification
Required
Proven experience in the areas of customer service, strong communication skills (verbal & written) and willingness to learn
General knowledge of computer applications - Microsoft Office, Gmail, Adobe Acrobat
Highly skilled at time management and prioritization of responsibilities
Ability to handle multiple tasks simultaneously with a high degree of accuracy
1-2 years of relevant experience
Associate degree (2-year degree)
Preferred
Preferred knowledge of retirement accounts: 403(b), 457(b), 401(k), 401(a), FICA Alternative
College Degree or comparable industry experience is preferred
Benefits
Competitive compensation and benefits package
Comprehensive wellness and employee assistance programs
Career advancement and development opportunities
A dynamic and collaborative work environment
HUB Cares: Company-wide initiatives supporting our communities
Company
HUB International
HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.5BKey Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B
Leadership Team
Marc Cohen
Chairman of the Board and CEO
Joseph C. Hyde
Chief Financial Officer
Recent News
Calgary Herald
2026-01-11
Company data provided by crunchbase