Client Service Associate, Private Wealth

Discover a Career That Empowers You — Join HUB International

At HUB International, we're more than just an insurance brokerage firm — we're a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there — we also invest deeply in our people.

Here, your career is in your hands. You'll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you'll be backed by the strength of a global firm and the heart of a regional team.

As one of the world's largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation.

Explore your future with HUB International. Let's grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you.

We currently have an opportunity for a Client Service Associate to join our Retirement and Private Wealth team in our McLean, VA office.

The selected individual will be responsible for preparing client reviews and providing administrative support to the advisor's to ensure our clients experience outstanding service.  The successful candidate must be a detail-oriented individual with exceptional organizational, communication and interpersonal skills.

Job Responsibilities:

• Maintain insurance licenses and manage carrier appointments for brokers in the McLean office
• Assist in preparing client reviews for the investment side of the business, including:
  • Gathering reporting information and composing internal Excel review
  • Email client to obtain updated information
  • Provide Advisor with notes from prior meeting
• Assist advisor and department manager with quotes, applications and execution of life, disability, and long-term care policies
  • On New Business:
    • Obtain quotes
    • Provide client with application paperwork
    • Submit application
    • Set up exam (if necessary)
    • Track through underwriting
    • Issue policy, premium and any delivery requirements
    • Advise Planning Team to add to Wealth Vision site
    • Add to internal client review
  • For Existing Business:
    • Handle billing reminders
    • Execute policy changes (address, beneficiary, owner, terms, premiums, etc.)
    • Maintain current records of corporate policies

Qualifications:

• Background in financial services, insurance, or employee benefits including any knowledge of retirement plans and investments (1 year experience preferred but not required)
• Exceptional customer service experience
• Excellent verbal, written, analytical, and organizational skills
• Proficiency with Microsoft Office suite, including Excel
• Ability to interact with people across all levels of the business
• Strong attention to detail

What We Offer You:

At HUB International, we're invested in your success — both inside and outside of work. Our benefits are designed to support your well-being, empower your growth, and set you up for a secure future. From comprehensive health coverage to resources that promote work-life balance, we've got you covered.

We believe in continuous learning and career momentum. Whether you're just getting started or ready to take the next step, HUB provides the tools, mentorship, and opportunities to help you thrive. When you grow, we grow

Benefits you may enjoy working at HUB International Mid-Atlantic, Inc:

• Medical, Dental, Vision and Prescription Drug Coverage
• Health Plan Reimbursement Program
• Health Savings