Retirement Service Agent

HUB International; Austin (TX); Hybrid; USD 34,000 - 41,000; Full time

Benefits offered by this job

Medical insurance

HSA with Match

Vision insurance

Dental insurance

401(k) plus match

Paid time off

Job summary

HUB Retirement & Private Wealth (RPW) in Austin seeks a motivated Retirement Customer Services team member to answer phone calls and emails from school district employees about their retirement plans. Training will be provided; strong communication and attention to detail are essential in our fast-growing department.

We offer a flexible, hybrid work schedule (3 days in office) and opportunities for career development within HUB International’s RPW division.

Qualifications

• High school diploma required.
• 1–2 years of relevant experience in customer service.
• Proven communication skills (verbal & written).
• Ability to multi-task and manage confidential information.

Responsibilities

• Primarily phone customer service.
• Time management of responsibilities.
• Data entry.
• Review & return voice mails.
• Monitor department emails.

Skills

Multi-tasking

Confidential information

Independent work

Interpersonal communication

Attention to detail

Microsoft Word

Microsoft Excel

Gmail

Education

High school diploma

Diploma

Job description

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.

Duties and responsibilities

• Primarily phone customer service
• Time management of responsibilities
• Data entry
• Review & return voice mails
• Monitor department emails

Work experience

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

Education/Licensing

High school diploma

Skills/Experience Required

• 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

Job Classification & Additional Information

Full Time $25.00-$30.00 per hour based on experience Hybrid (3 days in office each week) 900 S. Capital of Texas Highway, Ste 350, Austin, TX 78746

Featured 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
• and 11 paid Holidays.
• Corporate Gold's Gym Discount
• Team Appreciation Day
• Company sponsored team sports
• Free drinks and snacks stocked in the break room

Working Conditions

Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available.

Department Account Management & Service Required Experience

1-2 years of relevant experience

Required Travel

No Travel Required

Required Education

Diploma

E-Verify Program

Equal Opportunity Statement

HUB International Limited is an equal opportunity 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.

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.