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About the Role
Join our Employee Benefits & Retirement Division as a Client Service Representative (CSR). This permanent, full-time role offers an opportunity to develop client service and analytical skills within a client-focused culture.
Responsibilities
- Monitor employer-sponsored retirement plans, serving as the primary liaison between plan administrators, insurance carriers, and advisors.
- Oversee the implementation of new group retirement plans, ensuring accurate and compliant launches.
- Build and maintain long-term client relationships, addressing inquiries directly or liaising with insurance carrier representatives.
- Track key plan metrics including contribution rates, member participation, investment fund performance, and plan utilization.
- Support plan administrators during employee life events (terminations, leaves of absence, etc.).
- Assist the advisor and broader team with preparing quote requests, comparing market options, and remarketing existing group retirement plans.
- Maintain and update client files in the broker management system (EPIC).
- Support the advisor in delivering exceptional client experience by anticipating plan administrator needs and responding to service requests with urgency and professionalism.
Requirements
- 2+ years of group retirement experience, with knowledge of Canadian group retirement plan types.
- Experience working with plan administrators or employers managing group retirement plans.
- Demonstrated experience managing carrier relationships and navigating escalation processes.
- Exposure to retirement income products (LIF, RRIF, annuities).
- LLQP license (or willingness to obtain).
- Proficiency in Microsoft Office.
- Ability to manage a high volume of concurrent service requests across multiple plan administrator relationships.
- Ability to work independently and collaboratively in a fast-paced team environment.
- 2-5 years of relevant experience.
Skills
- Group retirement experience
- Client service
- Analytical skills
- Communication skills
- Organization skills
- Multitasking skills
- Microsoft Office proficiency
- Access or EPIC experience (a plus)
- Experience within the group benefits space (an asset)
Location
- Canada
Work Type
- Permanent
- Full-Time
- No Travel Required
Experience Level
- 2-5 years
Salary/Compensations
- $51,000 to $60,000
Benefits
- Flexible working arrangements
- Generous time-off policies
- HUB-sponsored training programs
- Tuition reimbursement
- Reimbursements for professional licensing and membership fees
- Special discounts on events, travel, accommodations, and personal home & auto insurance
- Extended health benefits
- Disability insurance
- RRSP matching
- Paid-time-off benefits
- Eligible bonuses
- Commissions for some positions
About the Company
- HUB International is a premier insurance brokerage with an expansive network of over 20,000 professionals across 500 offices in North America.
- We advise businesses and individuals on how to prepare for the unexpected, offering risk services, claims management, and compliance support.
- 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.
- Our vast network of specialists provides peace of mind by protecting clients through unrelenting advocacy and tailored insurance solutions.
Equal Opportunity
- At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are.
- If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know—we’re here to support you.