Teams 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.