Account Manager

4 weeks ago


Wilmington, Massachusetts, United States HUB International Full time

About HUB International

We are seeking a highly skilled Account Manager to join our Retirement and Private Wealth team at HUB International. As a leading global insurance broker, we provide a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

As a key member of our team, you will be responsible for servicing retirement plans, ensuring IRS and ERISA compliance, and building and maintaining positive client relationships. Your expertise will be essential in conducting plan reviews, preparing and delivering government reporting, and providing exceptional customer service.

Key Responsibilities:

  • Build and foster relationships with clients
  • Effectively communicate with clients, participants, auditors, vendors, and other professionals
  • Research and answer questions regarding business transactions that could impact Plan setup and compliance
  • Manage assigned case load with minimal supervision, including plan design and document review, data collection and analysis, compliance testing, and reconciliation of plan assets
  • Prepare and provide to clients any notices or employee communication
  • Annual or periodic due diligence reporting and review with clients
  • Frequent client visitation

Qualifications:

  • Bachelor's Degree or equivalent experience
  • Five years of relevant work experience
  • ASPPA credentials QKA, QPA or similar professional designation
  • Ability to multitask, prioritize, and adhere to deadlines
  • Self-motivated, detail-oriented, well-organized, and able to work in a team environment
  • Proficiency with Microsoft Office products
  • Working knowledge of ASC pension software, preferred

HUB International Limited is an equal opportunity and affirmative action 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.


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