Senior Client Relationship Manager, Group Retirement Services

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

Senior 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

Client Relationship Management:

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

Skills, Characteristics & Qualifications

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

The expected salary range for this position is $75,000 to $90,000 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. This role is eligible for performance bonus. 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.

Our Culture Starts with You

We are looking for SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business

We want you to be INNOVATIVE and open to sharing your ideas

You work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues.

You are a TEAM PLAYER who positively impact those around them; We MOTIVATE each other to GROW TOGETHER

You work with a high degree of INTEGRITY and ACCOUNTABILITY

To find associated positions at our HUB simply search myHUBbc as a keyword in the search bar on our careers page!

Department Account Management & Service

Required Experience: 5-7 years of relevant experience

Required Travel: No Travel Required

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