Join our Award-Winning Team at HUB International!

When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

In addition to winning the Gold Stevie Award for Employer of the Year in 2023, HUB is honored to be recognized by Forbes as one of America’s Best Large Employers in 2024. HUB also won the Insurance Business America’s 5-Star Diversity, Equity, and Inclusion Award for the past two years. Becoming a part of HUB means that you have the opportunity to thrive in a diverse, entrepreneurial, and fast paced team environment supported by over 17,000 professionals in 600 offices across North America.

We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.

What You Bring:

You will be able to actively contribute to our track record of year over year growth fueled by innovative new products and services, mergers and acquisitions, and a great team of people. As part of our talent engine, you will exemplify our strong core values which drive our unique corporate culture. HUB’s entrepreneurial spirit is evident in our people, products and philanthropic initiatives and we are passionate about our talent.

We currently have an opportunity for a Client Service Associate to join our Retirement & Private Wealth team in our McLean, VA office.

The selected individual will support and assist our financial advisors while helping to round out the client service team. They will be an essential member of our team dynamic as their assistance allows our firm to support a healthy level of growth, both currently and moving forward. If you enjoy making meaningful connections with clients, like working as part of a team, and find joy in “crossing all your t’s and dotting all your I’s” – we’d very much like to talk to you.

Job Responsibilities:

• Follow established processes for opening and servicing client accounts.

• Proactively participate in day-to-day communication with clients.

• Assist clients with account related requests, questions and issue resolution.

• Prepare and submit insurance applications and assist underwriters with any requirements necessary to issue coverage.

• Schedule and manage “review” meetings directly or in coordination with Financial Advisors.

• Manage onboarding of prospects who become new clients.

• Review processes and make suggestions to improve the client experience.

• Follow-up after meetings, track, and complete pending activities.

• Maintain and update client data, input updated values into appropriate planning and CRM software.

• Assist with firm and team goals and ad hoc reporting requests from the team.

• Communicate accurate, up-to-date status information with team members.

• Other duties as assigned.

Qualifications:

• Ability to prioritize tasks.

• A genuine passion for helping others and willingness to serve our clients.

• Demonstrated track record of attention to detail and dedication to quality.

• Excellent written and verbal communication skills.

• BA / BS, or equivalent experience.

• Three or more years of experience in the financial services industry preferred.

• Knowledge of basic financial planning concepts, terminology and products (mutual funds, stocks, bonds, insurance, annuities, etc.).

• The drive to nurture long-term relationships with our clients.

• Proficiency with computer programs, including MS Office Suite (particularly Excel, Word, and PowerPoint), and CRM.

• Ability to be creative and find ways to deepen the relationships with our clients.

• Ability to come into the office consistently. This position will be a hybrid structure of in-office & remote work.

What We Offer You:

At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity!

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 (HSA)

• 401(k) Savings Plan

• Employee Assistance Program (EAP)

• Comprehensive Wellness Program

• Flexible Spending Accounts (FSAs)

• 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:

All HUB employees have an opportunity to get personally involved in our efforts to be an inclusive company where everyone is heard, valued, respected and everyone can be their authentic selves. An easy way to get involved is to join one of our Employee Resource Groups (ERGs) or one of the Voices of HUB Employee Groups.

Currently we have two ERGs:

• HUB Women Network

• HUB Black Inclusion Network

Our Voices of HUB Groups are:

• Asian Pacific Islander Voices

• Hispanic Voices

• Native American/First Nation 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.

Apply today!

*LI-AM

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 at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy (https://hubinternational.jobs/eeo/)

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