Retirement Plan Relationship Manager
7 days ago
About 5H2 Hub International Midwest Limited
In a rapidly changing world, 5H2 Hub International Midwest Limited 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 5H2 Hub International Midwest Limited?
Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At 5H2 Hub International Midwest Limited, 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 better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time.
Key Responsibilities:
- Participate in day-to-day communication with clients and/or coordinates conference calls and meetings to consult and assist client with questions or issue resolution.
- Responsible for centralizing quarterly report generation
- Coordinate and manage input or imports data into multiple reporting engines and spreadsheets.
- Completes routine monthly and quarterly deliverables, to both internal and external clients.
- Typical projects may be related to plan set-up, plan documents, contributions, loans, distributions, enrollment, coordination of plan-level contact or plan changes, product changes, fund adds/eliminations, plan amendments, statement narratives, statement reviews, banking/division/pay center changes, forms customization or updates, pricing changes/recoveries. Supports product pricing, projections and annual reconciliation. Help prepare forecasts and analyze trends.
- Ensure the highest level of customer service and satisfaction
- Proactively assist the team in streamlining services, implement new application and software, product enhancements and new Fiduciary Vault.
- Coordinate production and/or rollout of custom or specialized reporting for clients as required. Assist team in pulling data to distribute quarterly billing
- Acts as a resource and guides and advises (trains and mentors) less experienced staff.
- Other duties as assigned
Requirements:
- Bachelor's degree required
- Requires FINRA Series 6 & 63 & applicable state licenses within the established timeframe
- Minimum three (3) years relevant financial services industry experience
- Comprehensive industry knowledge essential
- Demonstrated investment product skills
- Demonstrated effective communication and presentation skills
- Basic personal computer skills including Microsoft Word, Excel, PowerPoint and Outlook
- CRM experience preferred
- Must have face-to-face experience preferably in a field structure environment.
- Must be a team player and willing to be flexible in a growing company.
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