Retirement Service Agent

HUB InternationalAustin, TX
2d$25 - $30Hybrid

About The Position

About Us: 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. About HUB Retirement & Private Wealth (RPW): We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. Mission Statement: We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set Are seeking a progressive work environment at a rapidly growing organization Have a desire to help others protect their future Are focused on learning and development to enhance your industry knowledge and expertise Believe in integrity and building success by developing relationships with others Job Purpose: We are looking for a motivated individual to join our Retirement Customer Services Team! Your job would be to answer phone calls and emails from the employees of these school districts about their retirement plans. We are 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 our quick paced, growing department. You will have the opportunity to help with a variety of accounts to best serve our clients. We encourage career development and opportunities are available upon satisfactory assessment. We offer a flexible work schedule in a fun and welcoming environment. We pride ourselves on having opportunities for training, development, and promotion.

Requirements

  • Proven experience in the areas of customer service, strong communication skills (verbal & written) and willingness to learn.
  • High school diploma
  • 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

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

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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

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