Client Service Administrator

Client Service Administrator Santa Barbara, CA Job Details Full-time $34 - $39 an hour 10 hours ago Benefits Health savings account Disability insurance Health insurance Dental insurance 401(k) Flexible spending account Paid time off Vision insurance Qualifications Meeting minutes Vendor relationship building Investment Record keeping Computer operation Report writing Customer relationship building Microsoft Outlook Customer retention Phone communication Computer literacy Writing skills Filing Client relationship development Administrative experience High school diploma or GED Client invoicing Data management Calendar management Vendor relationship management Newsletters (communication methods) Financial services Clerical experience Request for proposal 2 years Technical Proficiency Entry level Customer complaint resolution Client interaction via phone calls Full Job Description Job Summary The Client Service Administrator provides critical support to retirement and private wealth clients by performing clerical and administrative tasks for the team to support the overall retention of accounts. Duties & Responsibilities Assists with pre and post client review meeting processes, including scheduling reviews, assembling reports, and driving deliverables from meeting minutes. Assists both Plan Sponsors and Plan participants with questions and issue resolution. Maintains Plan Documents such as amendments, Summary of Material Modifications, Summary Annual Report, Investment review, Meeting Minutes, and Notices, etc. Manages regular review meetings directly or in coordination with Retirement Advisors. Prepares plan review documents and implements Fund Changes, Plan Amendments and other Plan related change paperwork. Prepares Fiduciary Investment Review documents. Prepares newsletters and memos. Assists with the Request for Proposal (RFP) process. Oversees Client Invoicing & Billing. Sets up and maintains client service calendars. Coordinates with recordkeepers, and clients to ensure critical deadlines are being met, such as annual plan testing and 5500 filing. Tracks client's completion of plan governance documentation, such as Investment Policy Statement (IPS) and Plan Committee Charter. Provides client with quarterly investment reports. Assists with identifying areas for Plan improvement. Provides professional, courteous service to our clients, plan sponsors, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations. Maintains strong and effective relationships with clients, co-workers, retirement plan vendors and other business contacts. Coordinates and manages input or imports data into multiple reporting engines and spreadsheets. Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data. Performs other duties and projects as assigned. Job Specifications Qualifications High School / GED 1-2 years financial services, insurance, administrative or employee benefits experience or equivalent combination of education & experience Knowledge / Skills / Abilities Ability to effectively and professionally communicate orally and in writing with internal and external customers. Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately. Confidence and demeanor to effectively interact with all levels within the organization. Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.

Computer skills:

proficiency with Microsoft Office Suite and Outlook.

Critical Thinking:

Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Desire to learn and grow within the insurance industry. Working Conditions and Physical Demands This position primarily involves remaining in a stationary position for the majority of the workday. The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc. The expected hourly pay range for this position is $34 - $39/hour depending on geographical location 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, and eligible bonuses, equity and commissions for some positions.

Department Account Management & Service Required Experience:

2-5 years of relevant experience

Required Travel:

Up to 25%

Required Education:

High school or equivalent 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. E-Verify Program 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 recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.