Retirement Service Agent
About The Position
HUB is a global insurance and employee benefits broker. 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. They innovate, collaborate, and achieve success together, focused on the tomorrows for all. HUB RPW is a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. They provide financial peace of mind and top-of-class solutions, investments, administration, and service. They are committed to the highest Ethics, Competency, Customer Service, and providing their valued clients with the best and most competent professional team. This role is for a motivated individual to join the Retirement Customer Services Team. The job would be to answer phone calls and emails from the employees of school districts about their retirement plans. The company is willing to train up the right individual. Passion for communication and customer service are a must. Eagerness to learn and attention to detail are keys in this quick-paced, growing department. There will be an opportunity to help with a variety of accounts to best serve clients. Career development is encouraged and opportunities are available upon satisfactory assessment. A flexible work schedule is offered in a fun and welcoming environment. The company prides itself on having opportunities for training, development, and promotion.
Requirements
- Proven experience in the areas of customer service
- Strong communication skills (verbal & written)
- Willingness to learn
- Ability to multi-task
- Ability to maintain confidential information
- Ability to work independently and under pressure
- Excellent interpersonal and communication skills
- Great attention to detail
- General knowledge of computer applications - Microsoft Word, Microsoft Excel, Gmail
- 1-2 years of relevant experience
Responsibilities
- Primarily phone customer service
- Time management of responsibilities
- Data entry
- Review & return voice mails
- Monitor department emails
Benefits
- Medical insurance
- HSA with Match
- Vision insurance
- Dental insurance
- 401(k) plus match
- Company Paid STD
- Life Insurance
- Parental leave
- 2 weeks of PTO
- Sick Time
- Personal Time
- Floating Holidays
- 11 paid Holidays
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
