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Client Relationship Support Specialist

3 months ago

London, Ontario, Canada 019984 Hub Financial Inc. Full time

Client Relationship Support Specialist

At HUB Financial, we are committed to creating an environment that emphasizes professional development and a client-focused approach. As part of the HUB International network, we provide customized financial and insurance solutions, enabling our clients to realize their long-term aspirations. Our dedication to quality goes beyond offering superior insurance products; it includes a culture that promotes teamwork, innovation, and ongoing education.

The Role:

In the position of Client Relationship Support Specialist, you will play a vital role in our London office. This position entails working closely with our HUB advisors to enhance client growth and retention. You will interact with clients via phone and email, assess their insurance and investment portfolios, and prepare critical information for meetings. Furthermore, you will facilitate seamless transactions and address service inquiries, ensuring a smooth and supportive client experience.

Daily Responsibilities:

  • Follow up on leads and opportunities generated from client communications
  • Analyze clients' insurance and investment portfolios to uncover growth potential
  • Compile policy and account details for client meetings
  • Summarize and act on notes and activities from client meetings
  • Facilitate transactions and trades efficiently
  • Address client service inquiries promptly
  • Process life insurance modifications and documentation accurately
  • Manage insurance and investment applications with precision and compliance
  • Initiate proactive outreach to existing clients to maintain strong relationships and meet their financial objectives
  • Develop new client relationships by showcasing the value of our services
  • Identify potential areas for portfolio enhancement and suggest appropriate strategies to clients
  • Stay informed about industry trends, financial products, and regulatory updates

Ideal Candidate Profile:

  • 1-3 years of relevant administrative experience
  • Excellent written and verbal communication skills; capable of conveying concepts clearly and succinctly
  • Strong customer service orientation
  • Positive demeanor, approachable, and engaging personality
  • Willingness to learn and advance within HUB
  • Ability to cultivate relationships and network within the insurance/investment sector
  • Proficient in MS Office, CRM, and planning software(s)
  • Familiarity with Mutual Funds, Segregated Funds, and Life Insurance products is advantageous
  • LLQP & Mutual Fund License are considered beneficial

What We Offer:

  • Career-oriented training and development opportunities
  • We support work-life balance through flexible scheduling
  • Initiatives for mental and physical wellness
  • Opportunities for advancement
  • HUB Cares: a commitment to community involvement and giving back
  • Discover more about HUB's Culture & Values

About HUB International:

Headquartered in Chicago, Illinois, HUB is a premier full-service global insurance broker and financial services firm, offering risk management, insurance, employee benefits, retirement, and wealth management products and services. With a workforce of over 18,000 employees across North America, HUB's extensive network of specialists provides clarity in a dynamic world through tailored solutions and unwavering advocacy, preparing clients for the future.

Our commitment to excellence and innovation has earned us the distinction of being the 5th largest insurance brokerage worldwide. We are more than just an insurance broker; we deliver clarity in a changing world with customized solutions and steadfast advocacy.

If you are interested in exploring career growth opportunities at HUB, please visit our website for more information.