Teams at HUB International

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.

Processes first-year and renewal commissions, reviews statements, reconciles payments, investigates chargebacks and broker debt, corrects account discrepancies, and responds to commission inquiries. The role collaborates with insurance companies and internal teams while maintaining accurate, timely commission records. It requires strong attention to detail, analytical and communication skills, efficient data management, and proficiency with Microsoft Office. Insurance commission processing, WealthServ, and accounting or financial experience are assets.

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.