Account Manager

Account Manager (Hybrid)
Hub Financial

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
The Account Manager is a client service focused role supporting life insurance brokers throughout the full application cycle. The role manages cases from submission through commission and acts as the key connection point between brokers and insurance carriers. Responsibilities include reviewing applications for compliance, providing underwriting guidance, tracking progress, and communicating updates and decisions. Success in this role comes from delivering exceptional customer service, building strong broker relationships, managing multiple priorities, and staying current on industry products, policies, and regulatory changes.

What You’ll Do

Reporting to the Regional Manager, you will support our Western team by:

• 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

What You’ll Need for Success

• 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)

What’s in it for you?

Your well-being is our priority, and we back this up with a wealth of 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.

At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.

Compensation
The expected salary range for this position is $50,000 to $60,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level.

HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.
 

Why Choose HUB?

When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit - About Us - HUB International  

About HUB International

Headquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, HUB’s vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.

We’re not just an insurance broker, we’re a team of passionate professionals dedicated to innovation, excellence, and empowering our clients and communities through personalized support and expertise.

If you’re interested in learning how you can grow your career at HUB, visit our Careers Page to explore our opportunities.

 

HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience.

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Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

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