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 youre 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 clients 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$75000to $90000 and will be impacted by factors such as the successful candidates skills experience andworking location as well as the specific positions business line scope and level. This role is eligible for performance bonus. HUBInternational is proud to offer comprehensive benefit and total compensation packages whichcould include extended health benefits disability insurance RRSP matchingpaid-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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Required Experience:

Manager

Employment Type : Full-Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 75000 - 90000