Client Coordinator, Employee Benefits & Retirement at HUB International | CA | Rezi

Client Coordinator, Employee Benefits & Retirement at HUB International

Client Coordinator, Employee Benefits & Retirement

HUB International · CA

2 days ago

Client Coordinator, Employee Benefits & Retirement

HUB International · CA

2 days ago
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About the Role

HUB International is seeking a dynamic part-time Client Coordinator to provide high-level administrative support to the EB&R Practice at our Toronto HUB International Office. This role requires superior time-management, organizational, and follow-up skills to support a team of Benefits Analysts and Account Managers in a fast-paced corporate team environment.

Responsibilities

  • Prepare and assemble client reports.
  • Assemble benefit proposal booklets for prospect meetings.
  • Conduct benefits comparisons and generate reports.
  • Gather employee data and assist with marketing document preparation.
  • Prepare cover letters.
  • Support producers or account managers/analysts on client servicing requests.
  • Support analysts during implementations.
  • Prepare experience reports.
  • Read and analyze incoming memos, submissions, and reports to determine significance and distribute as appropriate.
  • Prepare and send outgoing mail and courier items.
  • File and retrieve corporate documents, records, and reports efficiently.
  • Open, sort, and execute all correspondence, including mail, faxes, and email in a timely manner.
  • Perform other duties as assigned.

Requirements

  • Minimum 2 years’ administrative support experience.
  • Advanced proficiency in Microsoft Office: Word, Excel, and Outlook.
  • Ability to learn new systems, i.e. Epic broker management system.
  • Strong organizational, time, and client management skills.
  • Effective communication skills: verbal and written.
  • Strong team player.
  • Proactive and customer-focused approach.
  • Strong initiative and follow-up skills.

Skills

  • Microsoft Office (Word, Excel, Outlook)
  • Epic broker management system
  • Organizational skills
  • Time management skills
  • Client management skills
  • Verbal communication skills
  • Written communication skills
  • Teamwork
  • Proactive approach
  • Customer focus
  • Initiative
  • Follow-up skills

Location

  • Toronto

Work Type

  • Part-time
  • 25 hours per week

Experience Level

  • Minimum 2 years’ administrative support experience

Salary/Compensations

  • $40,000 to $42,000

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
  • Competitive pay
  • Comprehensive health benefits
  • Retirement savings matching
  • Company-paid life and disability plans
  • Paid parental leave
  • Wellbeing program

About the Company

  • HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada.
  • We are powered by over 20,000 dedicated professionals across 500 offices in North America.
  • We operate through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.
  • Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future.
  • We foster bold ideas, celebrate curiosity and share what we know.

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.