Retirement Service Agent Austin, TX
TCG, a HUB International Company, manages retirement accounts, chiefly for the public sector. Our clients are mostly school districts who use us to manage the retirement accounts for their employees. TCG is responsible for ensuring that plans comply with federal laws and regulations, and our clients hire us to make sure that all of the money moving into and out of these accounts does so in accordance with those federal regulations.
We are a highly committed, diverse financial services organization serving hundreds of thousands of retirement plan participants, individuals, and institutions across the United States. We provide financial piece of mind and top of class solutions, investments, administration, and service. We are committed to the highest Ethics, Competency, Customer Service, and providing our valued clients with the best and most competent professional team.
BRIEF DESCRIPTION / OVERVIEW:
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 Experience with the material is preferred, but not required. 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.
Primarily phone customer service
Time management of responsibilities
Review & return voice mails
Monitor department emails
QUALIFICATIONS & SKILLS :
Proven experience in the areas of customer service, strong communication skills (verbal & written) and willingness to learn.
General knowledge of computer applications - Microsoft Word, Microsoft Excel, Adobe Photoshop, Gmail
JOB CLASSIFICATION & ADDITIONAL INFORMATION :
Job Classification: Full-Time
Position hours are 8am - 5pm, 9am – 6pm, or 10am - 7pm, Monday - Friday.
Medical, Dental, & Vision insurance
Premium Identity Theft Protection Coverage
Corporate Gold's Gym Discount
11 Paid company holidays
Team Appreciation Day
Company sponsored team sports
Free drinks and snacks stocked in the break room
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: High school or equivalent
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 athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.
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About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.