Client Service Administrator

HUB International • Sacramento, CA

3d

About The Position

The Client Service Administrator provides critical support to retirement and private wealth clients by performing clerical and administrative tasks for the team to support the overall retention of accounts. Duties & Responsibilities Assists with pre and post client review meeting processes, including scheduling reviews, assembling reports, and driving deliverables from meeting minutes. Assists both Plan Sponsors and Plan participants with questions and issue resolution. Maintains Plan Documents such as amendments, Summary of Material Modifications, Summary Annual Report, Investment review, Meeting Minutes, and Notices, etc. Manages regular review meetings directly or in coordination with Retirement Advisors. Prepares plan review documents and implements Fund Changes, Plan Amendments and other Plan related change paperwork. Prepares Fiduciary Investment Review documents. Prepares newsletters and memos. Assists with the Request for Proposal (RFP) process. Oversees Client Invoicing & Billing. Sets up and maintains client service calendars. Coordinates with recordkeepers, and clients to ensure critical deadlines are being met, such as annual plan testing and 5500 filing. Tracks client’s completion of plan governance documentation, such as Investment Policy Statement (IPS) and Plan Committee Charter. Provides client with quarterly investment reports. Assists with identifying areas for Plan improvement. Provides professional, courteous service to our clients, plan sponsors, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Maintains strong and effective relationships with clients, co-workers, retirement plan vendors and other business contacts. Coordinates and manages input or imports data into multiple reporting engines and spreadsheets. Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. Performs other duties and projects as assigned.

Requirements

• High School / GED
• 1-2 years financial services, insurance, administrative or employee benefits experience or equivalent combination of education & experience
• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
• Confidence and demeanor to effectively interact with all levels within the organization.
• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
• Computer skills: proficiency with Microsoft Office Suite and Outlook.
• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Desire to learn and grow within the insurance industry.
• 2-5 years of relevant experience
• Required Education: High school or equivalent

Responsibilities

• Assists with pre and post client review meeting processes, including scheduling reviews, assembling reports, and driving deliverables from meeting minutes.
• Assists both Plan Sponsors and Plan participants with questions and issue resolution.
• Maintains Plan Documents such as amendments, Summary of Material Modifications, Summary Annual Report, Investment review, Meeting Minutes, and Notices, etc.
• Manages regular review meetings directly or in coordination with Retirement Advisors.
• Prepares plan review documents and implements Fund Changes, Plan Amendments and other Plan related change paperwork.
• Prepares Fiduciary Investment Review documents.
• Prepares newsletters and memos.
• Assists with the Request for Proposal (RFP) process.
• Oversees Client Invoicing & Billing.
• Sets up and maintains client service calendars.
• Coordinates with recordkeepers, and clients to ensure critical deadlines are being met, such as annual plan testing and 5500 filing.
• Tracks client’s completion of plan governance documentation, such as Investment Policy Statement (IPS) and Plan Committee Charter.
• Provides client with quarterly investment reports.
• Assists with identifying areas for Plan improvement.
• Provides professional, courteous service to our clients, plan sponsors, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
• Maintains strong and effective relationships with clients, co-workers, retirement plan vendors and other business contacts.
• Coordinates and manages input or imports data into multiple reporting engines and spreadsheets.
• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
• Performs other duties and projects as assigned.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees