Account Manager
3 weeks ago
Account Manager and Investment Product Administrator
Do you have a passion for customer service excellence and a desire to create positive experiences for clients? If you answer “yes”, then HUB Financial Inc. has an exciting opening in our London, ON office for you We have built a culture at HUB that is focused on helping our clients grow their business, and developing our employees grow their careers.
The Investment Product Administrator role offers a variety of responsibilities and the opportunity to build strong relationships with our clients (Advisors) through seamless customer service. If this opportunity intrigues you, keep reading for more details about the role
**What’s it like working here**:
A positive, inclusive, and fun environment where we value diversity
We are a results’ driven organization where everyone contributes
Your effort and attitude matter
You will be relied upon and trusted
You will learn and grow (we will help bring out the best in you and yes, you are allowed to make mistakes)
Like your peers, you will be polished, professional, and fun to be around
**What we need you to do**:
Reporting directly to the Regional Office Manager, support our winning team in the Ontario Region by:
Account Manager Duties
Identify discrepancies and address any issues with the broker and/or insurance carriers
Provide underwriting feedback to brokers on carrier products, policies and requirements
Consistently follow-up on cases and obtain medical vendor and carrier requirements from the brokers; communicate decisions to brokers
Support brokers on new carrier policies, regulatory changes and HUB updates
Investment Product Administrator Duties
Process incoming segregated fund trades. This includes new account opening, non-financial trades, and investment transfers.
Follow-up on business transactions, data entry, account updates, account openings, and process transfers.
Assist advisors with investment trading and any inquiries and concerns that arise.
Ensuring transactions are processed accurately and in a timely manner.
Identify and correct transaction errors as required.
Liaise with carriers and fund companies on behalf of the advisors.
Other duties as assigned.
**What will it take to do good work at HUB**:
Strong customer service focus with the ability to deliver positive broker experiences
Demonstrated ability to communicate effectively (written and verbal)
Strong attention to detail and ability to problem solve
Industry related experience an asset
Minimum high school; Post-secondary preferred
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 and Canada. HUB International is ranked among the top insurance brokerages in the world.
\#LI-TD
Department Office Administration & Clerical
**Required Experience**: 1-2 years of relevant experience
**Required Travel**: No Travel Required
**Required Education**: High school or equivalent
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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