Senior Client Relationship Manager, Group Retirement Services

HUB International•Vancouver, BC

4d•CA$75,000 - CA$90,000•Remote

About The Position

HUB International is continuously GROWING, and we are looking for individuals with an ENTREPRENEURIAL mindset to join our team! We offer stability, career development opportunities, and a strong teamworking environment. Whether you’re just starting out in insurance, or a seasoned veteran, HUB can take you to your next career goal. We are Proud to Offer Competitive compensation Comprehensive tuition financing and career-related training and development Company matching RRSP contributions Customizable flexible benefits options for you and your family We promote work-life balance through flexible scheduling and hours A progressive employee assistance program through LifeWorks Mental and physical wellness initiatives HUB Cares: we are a company that gives back and is active in the community

Requirements

5+ years of strong working experience of the group retirement plan lifecycle, including plan governance, CAP guidelines, investment fund oversight, and carrier relationships
5+ years of proven success in a Client Service position in the group retirement industry
Successful completion of LLQP (or willing to obtain)
Confident presenting to and communicating with plan sponsors, senior stakeholders, and plan members
Exceptional organizational and time management skills; able to manage multiple priorities and deadlines simultaneously
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint); experience with CRM platforms (e.g., Microsoft Dynamics) is an asset
Analytical mindset with the ability to review, interpret, and communicate plan performance data
High degree of professionalism and discretion when handling confidential plan and member information
Collaborative and approachable leadership style that builds trust with both clients and colleagues
Self-directed, proactive, and solutions-oriented – able to work effectively with minimal supervision
5-7 years of relevant experience

Nice To Haves

experience with CRM platforms (e.g., Microsoft Dynamics) is an asset

Responsibilities

Supporting the manager to oversee the day-to-day workflow of the GRS team, assigning tasks, setting priorities, and ensuring timely delivery of client commitments
Coach and mentor service and support team, providing guidance on client communication and retirement plan knowledge
Serve as a subject matter expert and first point of escalation for team members encountering service issues, complex inquiries, or process questions
Serve as the lead relationship contact for a defined portfolio of our most complex and high-priority retirement plan clients
Develop a thorough understanding of each client’s plan design, objectives, governance requirements, and history
Proactively manage the client service calendar, anticipating deliverables and service needs throughout the plan year
Prepare and participate in plan governance and strategy meetings with consultant and plan sponsors
Prepare and support in the acquisition of new clients
Respond to plan sponsor and member inquiries, escalations, and issues, coordinating resolutions with internal and external stakeholders
Identify opportunities to improve member outcomes, or strengthen the client relationship
Represent HUB and its values in all client-facing interactions
Collaborate with team leadership to refine and document service processes, templates, and standards
Support team members and contribute to training and knowledge-sharing initiatives
Coordinate plan implementations, conversions, and amendments — coordinating with carriers, internal teams, and clients to ensure accuracy and on-time delivery
Ensure client records, files (paper and electronic), and CRM data are maintained accurately and up to date
Contribute to the continuous improvement of tools, templates, and reporting to drive team efficiency
Ability to coach/mentor other team members
Participate in client meetings as required
Other duties assigned