Account Manager – Calgary (Hybrid)
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
Do you have a passion for customer service excellence with a desire to create positive experiences for clients? If you answer “yes”, then HUB Financial Inc. has an exciting opening in Calgary for you! We have built a culture at HUB that is focused on helping our clients grow their business and developing our employees to grow their careers.
What You’ll Do
Reporting to the Regional Manager, you will support our Alberta Brokers 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 $55.000 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.
AI Disclosure
AI and Automation Notice HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates — all decisions are made through human review.
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 Office Administration & Clerical
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
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