Client Engagement Coordinator

Duties & Responsibilities

• Assisting with proposal materials, presentations, and scheduling of meetings with prospective clients.
• Tracking the onboarding tasks for new clients until the hand-off to client servicing.
• Preparing and ensuring all new client paperwork is complete and accurate.
• Participating in regular meetings during the onboarding process to track action items.
• Updating client databases.
• Assisting with and tracking the transition of Plan Recordkeeper as well as creating Plan Blackout and/or Fund Change notices, when applicable.
• Other projects/duties as assigned.

Qualifications

• 4 year college degree or equivalent work experience
• At least 3 years of Retirement Plan experience
• Retirement Plan related licensing a plus

Knowledge / Skills / Abilities:

• Excellent organization skills and strong attention to detail
• Excellent written and verbal communication skills
• Proven ability to establish and maintain relationships with clients and carriers
• Proven ability to manage multiple responsibilities in a deadline driven environment
• Proven ability to work independently and collaboratively with a team
• Experience with an agency management system
• Proficiency with Microsoft Office Suite and Adobe Acrobat Pro

Why Choose HUB?

• A competitive, exciting and friendly work environment
• Continuous opportunities for growth and development
• An entrepreneurial culture that fosters decision-making for both customers and organization
• Comprehensive benefit and total compensation packages including 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

Pay & Benefits

The expected salary range for this position is $28 - $33/hr depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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