Product Specialist

HUB International•Austin, TX

1d•Hybrid

About The Position

HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB Retirement & Private Wealth (RPW) leads communities with integrity, driven to make things better, both now and in the future. They serve, inspire, and thrive while maintaining an entrepreneurial spirit, innovating, collaborating, and achieving success together, focused on the tomorrows for all. The company is looking for a versatile Product Specialist to join their financial services team in a hybrid capacity that spans both operations and product management. In this role, you will serve as a critical link between reseller partners, internal data systems, and end subscribers—ensuring seamless coordination across all touchpoints of the product lifecycle. This position requires a high degree of accuracy, discretion, and compliance awareness, and is ideal for a detail-oriented financial services professional who thrives on both strategic partnership management and hands-on data operations. This is a unique opportunity to operate at the intersection of client relations, financial data operations, and subscriber experience within the financial services industry. You'll gain broad exposure to the full product lifecycle and work closely with both internal teams and external partners in a fast-paced, compliance-conscious environment. If you're someone who takes pride in precision, enjoys ownership, and wants to make a meaningful impact at the heart of our business operations, this role is built for you.

Requirements

2+ years of experience in a financial services operations, account management, or client services role
Strong data literacy and comfort working with financial data files, fund allocation, and reconciliation processes
Understanding of financial services compliance requirements and the importance of data accuracy and confidentiality
Exceptional organizational skills and ability to manage multiple concurrent workflows with competing deadlines
Clear, professional written and verbal communication skills appropriate for a regulated industry environment
A proactive, problem-solving mindset with an uncompromising standard for accuracy
Associate degree (2-year degree)

Nice To Haves

Familiarity with Experian platforms or similar credit/identity service activation processes
Experience managing escalated client or subscriber inquiries in a financial services context

Responsibilities

Serve as the primary point of contact for reseller partners, building strong working relationships and ensuring timely, accurate communication across all account activities.
Act as the main liaison between reseller accounts and internal teams, coordinating day-to-day communications.
Distribute sales materials, marketing collateral, and education resources to Account Managers and reseller partners.
Send change files and plan-specific materials to clients in a timely manner.
Verify plan builds and subscriber pricing to ensure accuracy before client delivery.
Review and validate incoming data received from resellers and clients.
Own the end-to-end data processing workflow, ensuring data integrity and accurate fund allocation across all incoming files.
Load and process incoming data files from resellers and clients.
Allocate funds received in accordance with plan and subscriber records.
Adjudicate incoming data files, resolving discrepancies and data quality issues.
Identify and resolve missing subscriber email addresses.
Activate subscribers through the Experian platform.
Support subscribers at an escalated level, acting as a trusted resource for complex inquiries and cross-functional escalations.
Serve as an escalation point for customer service inquiries that require deeper product or operational knowledge.
Manage and facilitate communications with Experian when escalating subscriber issues.
Take calls from the customer service queue as needed, providing knowledgeable and professional support.