Client Service Administrator

Role Overview

• Provides critical support to retirement and private wealth clients by performing clerical and administrative tasks to support the overall retention of accounts.
• Assists with pre and post client review meeting processes, including scheduling reviews, assembling reports, and driving deliverables from meeting minutes.
• Assists both Plan Sponsors and Plan participants with questions and issue resolution.
• Maintains Plan Documents such as amendments, Summary of Material Modifications, Summary Annual Report, Investment review, Meeting Minutes, and Notices, etc.
• Manages regular review meetings directly or in coordination with Retirement Advisors.
• Prepares plan review documents and implements Fund Changes, Plan Amendments and other Plan related change paperwork.
• Prepares Fiduciary Investment Review documents.
• Prepares newsletters and memos.
• Assists with the Request for Proposal (RFP) process.
• Oversees Client Invoicing & Billing.
• Sets up and maintains client service calendars.
• Coordinates with recordkeepers, and clients to ensure critical deadlines are being met, such as annual plan testing and 5500 filing.
• Tracks client’s completion of plan governance documentation, such as Investment Policy Statement (IPS) and Plan Committee Charter.
• Provides client with quarterly investment reports.
• Assists with identifying areas for Plan improvement.
• Provides professional, courteous service to our clients, plan sponsors, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
• Maintains strong and effective relationships with clients, co-workers, retirement plan vendors and other business contacts.
• Coordinates and manages input or imports data into multiple reporting engines and spreadsheets.
• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
• Performs other duties and projects as assigned.

Requirements

• High School / GED
• 1-2 years financial services, insurance, administrative or employee benefits experience or equivalent combination of education & experience
• Ability to effectively and professionally communicate orally and in writing with internal and external customers.
• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
• Confidence and demeanor to effectively interact with all levels within the organization.
• Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
• Computer skills: proficiency with Microsoft Office Suite and Outlook.
• Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
• Desire to learn and grow within the insurance industry.

Benefits

• health/dental/vision/life/disability insurance
• FSA
• HSA
• 401(k) accounts
• paid-time-off benefits
• eligible bonuses
• equity and commissions for some positions