Client Service Associate, Retirement

Join HUB International

At HUB International, we're more than just an insurance brokerage firm we're a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there we also invest deeply in our people. Here, your career is in your hands. You'll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm and the heart of a regional team. As one of the world's largest insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 19,000 professionals across 650 offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. Explore your future with HUB International. Let's grow together.

We currently have an opportunity for a Client Service Associate to join our Retirement and Private Wealth team in our McLean, VA office. The selected individual will be responsible for preparing client reviews and providing administrative support to the advisor's to ensure our clients experience outstanding service. The successful candidate must be a detail-oriented individual with exceptional organizational, communication, and interpersonal skills.

Job Responsibilities

• Maintain insurance licenses and manage carrier appointments for brokers in the McLean office
• Assist in preparing client reviews for the investment side of the business, including:
  • Gathering reporting information and composing internal Excel review
  • Email client to obtain updated information
  • Provide Advisor with notes from prior meeting
• Assist advisor and department manager with quotes, applications, and execution of life, disability, and long-term care policies
• On New Business:
  • Obtain quotes
  • Provide client with application paperwork
  • Submit application
  • Set up exam (if necessary)
  • Track through underwriting
  • Issue policy, premium and any delivery requirements
  • Advise Planning Team to add to Wealth Vision site
  • Add to internal client review
• For Existing Business:
  • Handle billing reminders
  • Execute policy changes (address, beneficiary, owner, terms, premiums, etc.)
  • Maintain current records of corporate policies

Qualifications

• Background in financial services, insurance, or employee benefits including any knowledge of retirement plans and investments (1 year experience preferred but not required)
• Exceptional customer service experience
• Excellent verbal, written, analytical, and organizational skills
• Proficiency with Microsoft Office suite, including Excel
• Ability to interact with people across all levels of the business
• Strong attention to detail

What We Offer You

At HUB International, we're invested in your success both inside and outside of work. Our benefits are designed to support your well-being, empower your growth, and set you up for a secure future. From comprehensive health coverage to resources that promote work-life balance, we've got you covered. We believe in continuous learning and career momentum. Whether you're just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you thrive. When you grow, we grow Benefits you may enjoy working at HUB International Mid-Atlantic, Inc:

• Medical, Dental, Vision and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings Account
• 401(k) Savings Plan
• Employee Assistance Program
• Comprehensive Wellness Program
• Flexible Spending Accounts
• Life and Disability Plans
• Long-Term Care
• Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more
• Low-Cost Loan Program and Student Loan Resources
• Vacation, Holiday, Sick, and Personal Time Off
• Comprehensive Onboarding
• Continuing Education
• Flexible Work Arrangements
• Dress for Your Day Dress-Code

Employee Resource Groups and Voices of HUB Employee Groups

At HUB, inclusion isn't just a core value it's a shared commitment. We're building a workplace where every voice is heard, every person is respected, and everyone can show up as their authentic self. One of the easiest ways to get involved is by joining one of our Employee Resource Groups (ERGs) or Voices of HUB Employee Groups communities where connection, support, and impact come to life. Currently we have two ERGs:

• HUB Women Network
• HUB Black Inclusion Network

Our Voices of HUB Employee Groups are:

• Asian Pacific Islander Voices
• Hispanic Voices
• HUB Young Professional Enrichment (HYPE)
• Indigenous Voices
• Pride Voices
• Military Veterans/Military Spouses & Families Voices

Employees engaged in these groups all have an interest in raising awareness at HUB supporting the three-pronged D&I Strategy:

• Talent the attraction, recruitment, and hiring of the best diverse talent;
• Culture creating a culture of Inclusion and Belonging; and
• Community having a diverse lens to the societal impact that we have in communities through volunteerism and philanthropy.

The expected salary range for this position is $30.77 to $41.03 hourly and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, and personal days, and eligible bonuses, equity and commissions for some positions.

HUB 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.

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