**Summary:**We are looking for a professional, organized, detail-oriented team player to join HUB International Investment Services, a nationally recognized Retirement Plan Consulting & Wealth Management Firm. This is a part-time position, requiring 20-30 hours per week.**In this role, you will:**+ Assist our client relationship managers in special projects for our clients;+ Manage multiple client service requests daily through telephone and email;+ Have responsibility for presenting financial wellness information to our clients in group and one on one settings;+ Work closely with our vendor partners in gathering data needed for our meetings and using their websites to pull data from their reporting systems;+ Assists with the preparation of meeting materials for meetings using Microsoft Office (Outlook, Word, PowerPoint, Excel) and proprietary reporting systems;+ Assist with client events, client support, and special projects;+ Keep our marketing databases up to date by gathering necessary information and by entering the data in a timely manner;+ Be willing to be part of team that helps each other meet our goals to grow our book of clients.**What you offer us:**+ Proficiency in Microsoft Office including Word, Excel, PowerPoint and Outlook+ Background in financial services, insurance, or employer benefits industries including any knowledge of retirement plans and investments (1 year experience preferred)+ Comfort speaking with people in group settings in person or by phone, with a positive attitude, and professional interpersonal skills+ Project management experience, simultaneously working on several projects with different timelines+ Strong attention to detail and organizational skills+ Ability to problem solve and work well without oversight+ Experience with Constant Contact, Sales Force, or client management databases a plus+ Securities licensing (Series 65) required; may also be earned after hire**What we offer you:**+ A rewarding job that helps local businesses in the community+ Medical/dental/vision/life insurance, 401k matching program, Health Savings Account funding, and voluntary insurance options+ Generous time-off policies+ A work/life balance because that s important for all of us+ Learn from the expertise of your coworkers+ Growth- HUB is growing, and so can your career+ Be part of a motivated team+ Additional benefits based on qualifications of applicant+ This position pays $26-$30 per hour, depending on experience**About HUB:**In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep, and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community.**Why Choose HUB?**Throughout our network of more than 500+ HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.**We are the perfect fit if you:**+ are seeking a progressive work environment at a rapidly growing organization+ have a desire to help others protect their future+ have an entrepreneurial spirit and are challenged by the opportunity to grow the business+ are focused on learning and development to enhance your industry knowledge and expertise+ are a self-starter willing to invest time and energy to learn the technical aspects of our business+ believe in integrity and building success by developing relationships with others#LI-JP#INDUSDepartment Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: NegligibleRequired Education: High school or equivalentHUB 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. The EEO is the Law poster and its supplement is available here atol.gov/ofccp/regs/compliance/posters/ofccpost.htm.EEOAA PolicyE-Verify ProgramWe endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) ###-#### …@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.Hi, we re HUB.In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.When you partner with us, you’re at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.And this gives you the peace of mind that what matters most to you will be protected through unrelenting advocacy and tailored insurance solutions that put you in control.About HUB InternationalHeadquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.
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