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Retirement Service Agent
Retirement Service Agent-March 2024
Austin
Mar 29, 2026
About Retirement Service Agent

  About Us:

  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.

  Mission Statement:

  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.

  RESPONSIBILITIES :

  Primarily phone customer service

  Time management of responsibilities

  Data entry

  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.

  Benefits:

  Medical, Dental, & Vision insurance

  Premium Identity Theft Protection Coverage

  Corporate Gold's Gym Discount

  Generous PTO

  11 Paid company holidays

  Team Appreciation Day

  Company sponsored team sports

  Free drinks and snacks stocked in the break room

  #LI-KP1

  Department Account Management & Service

  Required Experience: Less than 1 year 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.

  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 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

  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.

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