Account Manager
About The Position
Account Manager – Calgary (Hybrid) Hub Financial, a division of HUB International, is one of Canada’s largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help their business succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support all designed to streamline business processes and improve client outcomes. At Hub Financial we empower independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions. About The Role Do you have a passion for customer service excellence with a desire to create positive experiences for clients? If you answer “yes”, then HUB Financial Inc. has an exciting opening in Calgary for you! We have built a culture at HUB that is focused on helping our clients grow their business and developing our employees to grow their careers.
Requirements
- A positive attitude, the constant desire to help others, curiosity, and the ability to deliver consistently strong customer service
- Experience in delivering client-focused solutions based on customer needs
- 1+ years of life insurance industry experience
- Strong time management, organizational and prioritization skills
- Intermediate knowledge of MS Office Suite & most online meeting platforms
- Possess working knowledge of competition and trends in the industry
- Ability to meet tight deadlines while maintaining accuracy and attention to detail
- Great communication skills (oral and written)
Responsibilities
- Serve as the bridge between insurance carriers and Brokers, assisting the Brokers from submission to commission during the application process, managing full-cycle life insurance applications
- Be the voice of the Broker and build strong relationships with Brokers to assist in streamlining their life insurance applications and uphold our high service standards
- Ensure that the Broker meets compliance standards and expectations of both the carrier and HUB Financial
- Perform review on all life insurance applications to ensure regulatory, carrier policies and HUB’s procedures are met and complied with by the Broker
- Provide underwriting feedback to brokers on carrier products, policies and requirements
- Consistently follow up on cases and obtain medical vendor/carrier requirements from the Broker; communicate decisions to Brokers
- Support Brokers on new carrier policies, regulatory changes and HUB updates
Benefits
- Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
- Work-Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
- Tailored Benefits: Access a personalized benefits package, including company-matched RRSPs, designed to meet your unique needs.
- Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.
- Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.
- extended health benefits
- disability insurance
- RRSP matching
- paid-time-off benefits
- eligible bonuses
- commissions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
