2 Client Services Coordinator Jobs in Blue Bell, PA
HUB International is Hiring a Client Services Coordinator Near Blue Bell, PA
We are currently seeking a Client Engagement Coordinator to join our Wealth & Retirement team in Pennsylvania.This position will work with the sales staff and Retirement Plan Advisors and assist with tasks associated with onboarding new clients and accounts.
Specific responsibilities include:
·Assisting with proposal materials, presentations, and scheduling of meetings with prospective clients.
·Tracking the onboarding tasks for new clients until the hand-off to client servicing.
·Preparing and ensuring all new client paperwork is complete and accurate.
·Participating in regular meetings during the onboarding process to track action items.
- Updating client databases.
·Assisting with and tracking the transition of Plan Recordkeeper as well as creating Plan Blackout and/or Fund Change notices, when applicable.
·Other projects/duties as assigned.
Please apply to join us if you meet the following requirements :
4 year college degree or equivalent work experience
At least 3 years of Retirement Plan experience
Excellent organization skills and strong attention to detail
Excellent written and verbal communication skills
Proven ability to establish and maintain relationships with clients and carriers
Ability to manage multiple responsibilities in a deadline driven environment
Proven ability to work independently and collaboratively with a team
Experience with an agency management system.
Proficiency with Microsoft Office Suite and Adobe Acrobat Pro
Retirement Plan related licensing a plus
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education: Bachelor's degree (4-year degree)
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. The EEO is the Law poster and its supplement is available here athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
EEOAA Policy
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We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 orUSRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.
Job Summary
Other
Insurance
$52k-68k (estimate)
11/14/2023
05/17/2024
OVERLAND PARK, KS
7,500 - 15,000
2008
MARK CUMMINGS
<$5M
Insurance
Related Companies
The job skills required for Client Services Coordinator include Scheduling, Microsoft Office, Attention to Detail, Verbal Communication, Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Coordinator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Coordinator. Select any job title you are interested in and start to search job requirements.
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Quotes from people on Client Services Coordinator job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Coordinator jobs
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Request Feedback To The Clients.
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client services coordinator positions require a wide variety of skills and draw on many fields.
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Step 3: View the best colleges and universities for Client Services Coordinator.
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