Jobs at HUB International

Serves as the first point of contact for clients and visitors, answers and routes calls, provides general administrative support, and manages daily office tasks. The role requires strong communication, attention to detail, initiative, teamwork, and proficiency with Windows-based systems. An insurance license is considered an asset, with training and licensing support available.

Builds new personal insurance business and manages existing client relationships by assessing needs, developing tailored coverage solutions, gathering underwriting information, and managing submissions. The role requires consultative selling, client education, cross-channel collaboration, and relationship development to expand market share. Candidates need a Level 2 insurance license, personal lines expertise, at least three years of insurance sales experience, strong communication skills, attention to detail, and proficiency with Windows-based systems.

Manage advisor block transfers and reassignments, ensuring accurate servicing and commission changes. Prepare transfer documentation, maintain broker and transfer records in WealthServ, coordinate with brokers and insurance carriers, follow up on requests, investigate discrepancies, obtain client listings, and support related projects. The role requires strong attention to detail, organization, communication, relationship-building, and proficiency with Microsoft Word and Excel.

Drive growth by building advisor relationships, recommending insurance and investment solutions, using illustration platforms (Propel), promoting HUB tools and campaigns, reviewing cases, and staying current with carrier training.

The Transfer Specialist manages advisor block transfers, ensuring timely updates of policies and close collaboration with brokers and insurance carriers. Responsibilities include processing agreements, maintaining records, and resolving discrepancies, while supporting the broader contracting team with project work.

The Investment Specialist drives regional sales of wealth management products, guides advisors on investment solutions, and supports their professional growth by providing expertise in funds and portfolio solutions.