Jobs at HUB International

Services and maintains employee benefits accounts as the primary client contact. Supports renewals, strategy execution, reporting, implementation, carrier changes, communications, and issue resolution. Coordinates client teams, consultants, carriers, and vendors while managing open items and policy-cycle deliverables. Contributes to account growth through cross-selling and up-selling HUB products and services, stays informed about insurance industry changes, and may travel up to 25% for client meetings.

Coordinates strategic projects across HUB International’s Canadian Employee Benefits and Retirement division. Responsibilities include developing project plans, tracking budgets and timelines, reporting status and risks, facilitating meetings, supporting change management, creating Excel and Power BI reports, coordinating process improvements, managing vendor deliverables, and supporting retirement-services and EPIC data-cleanup initiatives.

Provides cross-functional operational support across transfer, trade, and advisor experience teams. Responsibilities include managing follow-ups and backlogs, assisting with peak-period trading activity, supporting advisor onboarding and training, and maintaining service continuity. The role requires investment industry experience, familiarity with mutual or segregated funds, strong attention to detail, communication and time-management skills, and proficiency with Microsoft 365 and financial technology tools.

Manages and analyzes account activities affecting revenue, billing, accounts receivable, premium payments, and carrier relationships. Responsibilities include investigating discrepancies, resolving open items, supporting invoicing and accounting inquiries, preparing monthly reports, creating dashboards, identifying workflow issues, and producing ad hoc analyses. The role collaborates with operations, leadership, client service teams, and regional stakeholders to improve accuracy, consistency, and process efficiency.

Leads business intelligence and analytics strategy, oversees Power BI reporting and governance, analyzes financial and business performance, ensures data consistency, automates reporting workflows, and translates executive questions into actionable insights. The role also manages analytics priorities, partners with finance and business leaders, and develops scalable processes and team capabilities.

Manage advisor block transfers and reassignments, ensuring accurate servicing and commission changes. Prepare transfer documentation, maintain broker and transfer records in WealthServ, coordinate with brokers and insurance carriers, follow up on requests, investigate discrepancies, obtain client listings, and support related projects. The role requires strong attention to detail, organization, communication, relationship-building, and proficiency with Microsoft Word and Excel.

Supports commercial insurance account management by preparing certificates, binders, proposals, policies, endorsements, and client documents. Maintains client and policy information in EPIC and Certificate Exchange, updates premium histories and insurance summaries, processes invoices and finance forms, follows up on receivables and claims, and responds to client and insurer inquiries. Requires 1–2 years of insurance account experience, strong administrative and communication skills, Microsoft Office proficiency, and ideally experience with EPIC.

Supports regional sales enablement by providing CRM and sales-tool assistance, coordinating meetings and events, preparing reports, managing referrals and prospect lists, and executing digital marketing campaigns. The role also handles brand collateral, presentations, marketing supplies, internal and external meeting logistics, and administrative support for sales leadership. Success requires strong communication, organization, analytical ability, Microsoft Office proficiency, attention to detail, and comfort learning new systems.

Manage a commercial insurance book of business, serving as a primary client and insurer contact. Responsibilities include quotations, endorsements, renewals, policy documentation, billing, receivables, insurer negotiations, claims advocacy, submissions, client retention, and cross-selling. The role requires a RIBO license, insurance industry experience, strong customer service and communication skills, organizational ability, and proficiency with Microsoft Office. EPIC experience and insurance designations such as CIP or CAIB are assets.

Manage an established personal lines insurance portfolio by advising clients, quoting, selling, and servicing home, auto, and specialty products. Build long-term client relationships, analyze risks and pricing, optimize coverage, and collaborate with the team to improve service delivery. The role requires strong communication, organization, sales or service experience, technology adaptability, and RIBO licensing or willingness to obtain it.

Supports the Surety Practice by preparing and processing surety bond documentation, answering client and insurer inquiries, uploading files into Epic, maintaining abeyance systems, and assisting Account Managers. The role requires strong organization, communication, customer service, attention to detail, and administrative follow-through. Candidates typically need at least two years of administrative support experience; surety knowledge and RIBO licensing are assets.

Manage commercial insurance client accounts through renewals, documentation, submissions, binders, certificates, invoicing, and policy reviews. Maintain compliant digital and physical files, respond to client inquiries, prepare renewal packages, calculate taxes, obtain premium finance quotes, track expiries and reporting requirements, and support account administration. The role requires a valid RIBO license, commercial insurance experience, strong organizational skills, Microsoft Office proficiency, and experience with Applied EPIC or similar broker management systems.

Supports commercial insurance account management by preparing certificates, binders, proposals, policies, endorsements, and client documents. Maintains client and policy data in EPIC and Certificate Exchange, updates insurance summaries and claims histories, processes invoices and premium finance forms, follows up on receivables and claims, answers client and insurer inquiries, and provides reception backup. Requires insurance account experience, strong administrative and organizational skills, Microsoft Office proficiency, and effective communication.

Sell group home and auto insurance by working inbound and generated leads, assessing client needs, preparing quotes, explaining coverage and pricing, closing policies, and cross-selling additional coverage. The role also involves managing client inquiries, maintaining product expertise, developing referral and community relationships, and representing HUB at client visits, industry events, and networking functions.

Processes and reviews new business submissions, validates vendor data, coordinates with internal teams, and maintains knowledge of insurance carrier procedures. The role also handles administrative duties, prioritizes workloads, communicates clearly, and supports accurate, efficient onboarding of new insurance business.

Sell group home and auto insurance by working inbound and generated leads, assessing client needs, preparing quotes, explaining coverage, closing policies, and cross-selling additional products. The role also requires building relationships with clients, community partners, and industry contacts to generate new business. Candidates will maintain strong product knowledge, provide responsive service, manage priorities independently, and represent HUB at onsite visits, events, and networking functions.

Lead captive feasibility, TCOR, and retention/limits studies; manage captive placements and fronting/reinsurance negotiations; perform reserve and capital adequacy analysis under IFRS 4/17; develop probabilistic risk frameworks and financial projections; produce board-ready reports; mentor junior analysts and coordinate with broking, underwriting, claims, and specialty teams; support business development.

Support insurance compliance functions by monitoring advisor suitability, conducting audits, preparing trending and monitoring reports, escalating compliance concerns, collaborating with insurers on audits, and assisting with related projects and data analysis.

Manage full-cycle life insurance applications for insurance brokers, serving as the bridge between brokers and carriers. Review applications for regulatory and carrier compliance, provide underwriting and product guidance, follow up on medical and carrier requirements, communicate decisions, and support brokers with policy and regulatory updates while maintaining strong client relationships and service standards.

The Transfer Specialist manages advisor block transfers, ensuring timely updates of policies and close collaboration with brokers and insurance carriers. Responsibilities include processing agreements, maintaining records, and resolving discrepancies, while supporting the broader contracting team with project work.