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Form of workPosition Summary
As the Marketing and Customer Service Representative you will interact with customers to provide information in response to inquiries about products and services and to troubleshoot and resolve customer requests and problems. This position is also responsible for Marketing and social media.
Responsibilities
Qualifications
Department Office Administration & Clerical
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education:
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 at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
EEOAA Policy
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 US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
As the Marketing and Customer Service Representative you will interact with customers to provide information in response to inquiries about products and services and to troubleshoot and resolve customer requests and problems. This position is also responsible for Marketing and social media.
Responsibilities
- Reaching out to clients and prospects to schedule annual review meetings via Microsoft Outlook and Zoom.
- Scheduling policy delivery meetings via Microsoft Outlook and Zoom.
- Updating client information and notes on Smart Office.
- Creating and updating contact set lists for marketing emails on Smart Office.
- Distributing marketing videos, letters, newsletters in compliance with broker-dealer via Act-On.
- Using Marketing Pro to obtain financial articles, newsletters, and to mail out birthday cards.
- Planning retirement seminars.
- Ordering and maintaining inventory of marketing materials (business cards, letterheads, envelopes, calendars).
- Ordering retirement baskets for clients.
- Updating company website.
- Providing financial reports for client meetings.
- Customer service.
- Back-up to front desk receptionist.
Qualifications
- Excellent communication abilities and data entry skills are essential.
- Excellent interpersonal skills and the ability to multi-task.
- Excellent knowledge of Microsoft Office.
- Problem solver, team player and proactive.
- Smart Office experience a plus!
Department Office Administration & Clerical
Required Experience: 2-5 years of relevant experience
Required Travel: Negligible
Required Education:
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 at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
EEOAA Policy
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 US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
