Client Engagement Manager for Retirement Plans

2 weeks ago

Northbrook, Illinois, United States 5H2 Hub International Midwest Limited Full time

About 5H2 Hub International Midwest Limited

In an ever-evolving landscape, 5H2 Hub International Midwest Limited provides expert guidance to both businesses and individuals, preparing them for unforeseen challenges. As a prominent global insurance broker, our mission is to ensure our clients' essential interests are protected through dedicated advocacy and tailored insurance solutions that empower them. Our growing team of professionals across North America embodies a diverse mix of entrepreneurs and leaders recognized for their excellence in the insurance sector.

Why Join Us?

With a network of over 450 offices in North America, we offer a competitive, dynamic, and welcoming work environment that strategically positions our employees for long-term success. At 5H2 Hub, we are committed to investing in our employees' futures by providing ongoing growth opportunities. Our entrepreneurial culture promotes an empowering atmosphere where our team members can make informed decisions for our clients and the organization, with a focus on enhancing the industry expertise of our insurance professionals to better serve our valued clients. We are dedicated to offering competitive and flexible benefits options that align with your evolving needs. Join us in embarking on a journey that combines a diverse, stimulating work environment with financial stability and career fulfillment.

Key Responsibilities:

  • Act as a primary point of contact for a designated portfolio of retirement plans, ensuring overall client satisfaction.
  • Collaborate with lead advisors to deliver exceptional services to existing clients while addressing complex operational and compliance matters.
  • Possess a thorough understanding of plan design, customer service, and internal reporting requirements.
  • Coordinate quarterly reporting for all retirement clients, including meeting minutes and ongoing client initiatives.
  • Manage daily communications with internal and external stakeholders to maintain and strengthen client relationships.
  • Oversee plan coordination with service providers and actively participate in client meetings and calls.
  • Proactively identify and resolve plan issues within established timelines.

Qualifications:

  • A bachelor's degree is required.
  • Possession of FINRA Series 6 & 63, along with applicable state licenses, is necessary within a specified timeframe.
  • A minimum of three (3) years of relevant experience in the financial services industry is essential.
  • A comprehensive understanding of the industry is crucial.
  • Demonstrated proficiency in investment products is required.
  • Strong communication and presentation skills are essential.
  • Basic computer skills in Microsoft Word, Excel, PowerPoint, and Outlook are necessary.
  • Experience with CRM systems is advantageous.
  • Face-to-face experience, preferably in a field structure setting, is required.
  • A collaborative team player who is adaptable in a growing organization.

5H2 Hub International Midwest Limited is an equal opportunity employer that values diversity and prohibits discrimination based on various characteristics to comply with laws. We are committed to making our website accessible to all users. For inquiries regarding website accessibility or assistance with the application process, please reach out to the US Recruiting Team. This contact is solely for accommodation requests; do not inquire about application status.

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