HUB International

Account Manager, Life Insurance

3+ months agoVancouver, Canada

HUB Financial Inc./HUB Capital Inc., is Canada's largest Managing General Agency for Life Insurance and Investments. We are looking for people that are self-motivated, career oriented, have a high attention to detail and a strong team approach. If you are looking for a great career opportunity, to grow and develop both personally and professionally in an open and collaborative environment, we want hear from you! HUB offers competitive salary and we value work/life balance. We have offices coast to coast, and we are all our connected by our mission: "To be everywhere risk exists - today and tomorrow. Helping protect what matters most ._ " _We work in a fast paced, client oriented environment and want to deliver excellence in everything we do. Our people are our greatest asset! If you are looking for a fun, team environment where you can grow, this is the place for you!" Terri Botosan, President Hub Financial Inc./Hub Capital Inc.

Position Summary:

HUB Financial Inc., is seeking a strong Account Manager, Life Insurance based in our Vancouver, BC office. This role serves as the bridge between insurance carriers and brokers, assisting the broker from submission to commission during the application process. The ideal candidate will ensure the brokers meets compliance standards and expectations of both the carrier and HUB financial, while acting as the voice of the Brokers. This role reports directly into the Regional Office Manager.

Job Responsibilities:

  • Manage full-cycle life insurance application cases from submission to broker commission
  • Perform quality audits on all life insurance applications received ensuring regulatory, carrier policies and HUB's procedures are met and complied with by the broker
  • Identify discrepancies and address any issues with the broker and/or insurance carriers
  • Provide underwriting feedback to brokers on carrier products, policies and requirements
  • Consistently follow-up on cases and obtain medical vendor and carrier requirements from the brokers; communicate decisions to brokers
  • Support brokers on new carrier policies, regulatory changes and HUB updates
  • Build strong relationships with brokers to assist in streamlining their life insurance applications and uphold service standards
  • Office administrative and operational tasks as required
Qualifications & Required Experience:
  • College Diploma, University Degree or equivalent work experience
  • 3-5 years of related experience
  • Knowledge of competition and overall trends in the industry
  • Proficiency in MS Office: Word, Excel, PowerPoint and Outlook
  • Demonstrated ability to communicate effectively both written and verbally
  • Strong customer service focus with the ability to deliver positive broker experiences
  • Experienced in delivering client-focused solutions based on customer needs
  • Strong attention to detail, thorough problem-solving skills, exceptional good time management skills
  • Bilingual in English and French (written and verbal) an asset
HUB Financial Inc./HUB Capital Inc. is a wholly owned subsidiary of HUB International - a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located across the United States and Canada. HUB International is ranked among the top insurance brokerages in the world.

#LI-JL

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: College diploma (3-year degree)

Client-provided location(s): Vancouver, BC, Canada
Job ID: hub-1068851676

Perks and Benefits

  • Health and Wellness
    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • Wellness Program
  • Work Flexibility
    • Flexible Work Hours
    • Remote Work Opportunities
  • Office Life and Perks
    • Commuter Benefits Program
    • Happy Hours
    • Company Outings
  • Vacation and Time Off
    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement
    • 401(K)
    • 401(K) With Company Matching
  • Professional Development
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
  • Diversity and Inclusion
    • Diversity, Equity, and Inclusion Program