Licensing & Contracting Specialist
2 weeks ago
Licensing and Contracting Specialist - Hybrid
(Can be based out of Woodbridge, Vancouver, Calgary, Winnipeg or Montreal for in-office days)
Do you have a passion for service, with a desire to create positive experiences for clients? If you do, keep on reading
HUB Financial Inc. has an exciting opening for you in our Woodbridge office. We have built a culture at HUB that is focused on helping our clients grow their businesses, and our employees get the most out of their careers.
The Licensing and Contracting Specialist role offers a variety of responsibilities, and we are seeking someone who ‘gets’ customer service and is looking for a challenging role in a fun environment. This role also offers the opportunity to build strong relationships with our clients (Insurance Advisors) and carriers (Insurance Companies) through seamless customer service and support. Still interested? See more details below.
**What’s it like working here**:
A positive, inclusive, and fun environment where we value diversity
**We are a results-driven organization with three equal focuses**: results, processes, and relationships
Your attitude and effort matter
You will be relied upon as a trusted member of the team
You will learn and grow (we will help bring out the best in you and yes, you will make mistakes, and that’s okay)
**What your day will look like**:
Establish and maintain excellent working relationships with the HUB International Regional staff, working in partnership with them in getting advisors onboarded, licensed and contracted with insurers.
Discuss the onboarding process with the advisor and communicate the requirements for a complete set up
Ensure proper setup of the advisor in APEXA and in our Backoffice system.
Handle licensing and sponsorship requests when necessary for new and existing advisors
Process life and group carrier contracts. Responsibilities include:
Provide guidance to the advisor, as required
Follow up with carriers, as required
Process reassignment of business for advisors
Send communication and instruction to carriers to update corporate and broker accounts as acquisitions are completed.
Work on other contracting projects, as assigned
**You will be successful in this role if you have**:
A positive attitude, the constant desire to help others, curiosity, and the ability to deliver consistent performance
3-5 years industry-related experience
Strong time management, organizational and prioritization skills
Intermediate knowledge of MS Office Suite & most online meeting platforms
Effective interpersonal and communication skills (oral and written)
Experience using APEXA and WealthServ an asset
Working Conditions
Normal office environment and/or Hybrid Work-from-Home
HUB Financial is a wholly owned subsidiary of HUB International - a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located across the United States, Puerto Rico and Canada. HUB International is ranked among the top insurance brokerages in the world.
Department Business Operations
**Required Experience**: 2-5 years of relevant experience
**Required Travel**: Negligible
**Required Education**: Diploma
Hi, we’re HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
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