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Client Engagement Coordinator at Hub International - ApplyBlast

Client Engagement Coordinator

Hub International

3 months ago

3.7 on Glassdoor

Newport Beach, CA

Onsite

Full Time

Senior

0 applicants

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About this role

A Client Engagement Coordinator at HUB supports the Wealth & Retirement team by assisting sales staff and Retirement Plan Advisors with client onboarding and account setup. The role involves preparing proposal materials, tracking administrative tasks, ensuring paperwork accuracy, and maintaining client databases within a deadline-driven environment.

Responsibilities

Assist sales staff and advisors with new client onboarding tasks
Prepare and verify accurate client paperwork and proposal materials
Track onboarding tasks until hand-off to client servicing teams
Update and maintain client databases and action items
Create Plan Blackout and Fund Change notices when applicable

Skills

About Hub International

hubinternational.com

Headquarters

Chicago, Illinois, United States

Company Size

10001+ employees

Founded

1998

View Profile

HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.