Retirement Service Agent (bilingual)

HUB International; Austin (TX); Hybrid; USD 34,440 - 41,328; Full time

Benefits offered by this job

Medical insurance

401(k) plus match

2 weeks of PTO

Dental insurance

Company Paid STD

Life Insurance

Parental leave

Job summary

A leading insurance brokerage firm in Austin, TX, is looking for a motivated bilingual (English & Spanish) customer service representative for its Retirement Customer Services Team. Your responsibilities will involve answering inquiries from school district employees about their retirement plans, as well as performing data entry and managing emails. This position offers a flexible hybrid work schedule and emphasizes career development opportunities. A high school diploma and strong communication skills are required.

Qualifications

• Proven experience in customer service and willingness to learn.
• Ability to maintain confidential information.

Responsibilities

• Answer phone calls and emails from employees about retirement plans.
• Manage time effectively for responsibilities.
• Conduct data entry and monitor department emails.

Skills

Customer service experience

Communication skills (verbal & written)

Fluency in English and Spanish

Attention to detail

Ability to work independently

Multi-tasking ability

Education

High school diploma

Tools

Microsoft Word

Microsoft Excel

Gmail

Job description

Department Office Administration & ClericalRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalentHUB 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.We 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 recruiting team [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.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 bilingual (English & Spanish) 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:*** Fluent in English and Spanish (verbally & written)* 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.**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.**#LI-DH1**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.