Position 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 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 athttp://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm.

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　　Hi, we're HUB.

　　In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

　　When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

　　And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.

　　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.