Client Service Representative, Group Retirement

HUB International • Toronto, ON

8d • CA$51,000 - CA$60,000 • Onsite

About The Position

Our Employee Benefits & Retirement Division is excited to welcome you to our client-focused culture. Join us with your group benefits experience as our next Client Service Representative (CSR). This is an opportunity to further develop your client service and analytical skills as a Permanent Full-Time CSR within our Employee Benefits Division.

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)
• Strong communication, organization, and multitasking skills
• 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

Nice To Haves

• Experience within the group benefits space is considered an asset
• experience with Access or EPIC is a plus

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 each plan launches accurately and in compliance with regulatory requirements
• Build and maintain long-term client relationships, addressing inquiries directly or liaising with insurance carrier representatives for timely resolution
• 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 additional tasks as required, including preparing quote requests, comparing market options, and remarketing existing group retirement plans
• Maintain and update client files in our broker management system (EPIC)
• Support the advisor in delivering an exceptional client experience by anticipating plan administrator needs and responding to service requests with urgency and professionalism

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed