Product Specialist

About the role

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 our communities with integrity, serving, inspiring, and thriving while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all.

Job Purpose

We are looking for a versatile Product Specialist to join our 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 our 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.

Key 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.
• Manage and facilitate communications with Experian when escalating subscriber issues.
• Take calls from the customer service queue as needed, providing knowledgeable and professional support.

Qualifications

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

Featured Benefits

• Compensation: $25.00 per hour
• 6% yearly discretionary bonus
• Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
• Monday-Friday (8am-5pm)
• 2 weeks of vacation, sick leave, personal days, and floating holiday’s
• Hybrid schedule
• No travel required

Department

Account Management & Service

Required Experience

1-2 years of relevant experience

Required Travel

No Travel Required

Required Education

Associate degree (2-year degree)