Retirement Service Agent

About HUB Retirement & Private Wealth (RPW):

Job Purpose:

• We are looking for a motivated individual to join our Retirement Customer Services Team! Your job would be to answer phone calls and emails from the employees of these school districts about their retirement plans. We are willing to train up the right individual. Passion for communication and customer service are a must. Eagerness to learn and attention to detail are keys in our quick paced, growing department. You will have the opportunity to help with a variety of accounts to best serve our clients. We encourage career development and opportunities are available upon satisfactory assessment.
• We offer a flexible work schedule in a fun and welcoming environment. We pride ourselves on having opportunities for training, development, and promotion.
• Primarily phone customer service
• Time management of responsibilities
• Data entry
• Review & return voice mails
• Monitor department emails
• Proven experience in the areas of customer service, strong communication skills (verbal & written) and willingness to learn.
• High school diploma
• Ability to multi-task
• Ability to maintain confidential information
• Ability to work independently and under pressure
• Excellent interpersonal and communication skills
• Great attention to detail
• General knowledge of computer applications - Microsoft Word, Microsoft Excel, Gmail
• Full Time
• $25.00-$30.00 per hour based on experience
• Hybrid (3 days in office each week)
• 900 S. Capital of Texas Highway, Ste 350, Austin, TX 78746
• Medical insurance, HSA with Match, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave.
• 2 weeks of PTO, Sick Time, Personal Time, Floating Holidays, and 11 paid Holidays.
• Working Conditions:
• Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available.
• #LI-DH1
• What we offer you
• We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.
• Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
• A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career
• The HUB difference
• HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.
• Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
• Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [email protected]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.
• E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.

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