Education & Plan Conversion Specialist (Retirement Plans)
Hub International(1 month ago)
About this role
An Education & Plan Conversion Specialist at HUB supports employer-sponsored retirement plans for governmental and corporate clients. The role centers on ensuring accurate plan administration, participant education, and facilitating plan conversions through collaboration with internal teams and external partners.
Required Skills
- Participant Education
- Project Management
- Client Communication
- Vendor Management
- Plan Conversion
- Fund Management
- Record Keeping
- PowerPoint
- Word
- Excel
+3 more
Qualifications
- Bachelor's Degree
- Series 65
- Series 66
About Hub International
hubinternational.comHUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
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