Client Relationship Specialist

5 days ago

St Albert, Alberta, Canada 019986 Hub International Canada West ULC (Canada West) Full time
About the Role

We are seeking a highly skilled Client Relationship Specialist to join our team at HUB International Canada West ULC (Canada West). As a key member of our client services team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their day-to-day needs are met, and working closely with our Client Development Specialist to sell and assist in the sales of different types of insurance.

Key Responsibilities
  • Support the Client Development Specialist with new builder membership applications, including client follow-up and noting/uploading supporting documents to the Broker Management System (WIMS).
  • Introduce builder members to WIMS, training them on database functionality and assisting their office as necessary.
  • Develop and maintain strong, positive relationships with builder members and act as a subject matter expert on new home warranty.
  • Collection of builder fees, risk premium, and collateral security per terms and conditions letters.
  • Make renewal and expiry calls to existing clients, ensuring applications are completed and submitted to Underwriting.
  • Review and enter completion certificates, upload incomplete documents to registration.
  • Review enrollments and collect all supporting documents necessary to complete and enter a new home registration.
  • Complete all membership changes, such as updates to contact information, and collection of documents needed to process shareholder changes.
  • Work with the Client Development Specialist to quote and cross-sell insurance.
  • Maintain a current understanding of specified sections of the acts and regulations regarding home warranty insurance in the geographical area of responsibility.
  • Provide builders with guidance with respect to their obligations/requirements under home warranty protection regulations.
  • All Administrative duties as reasonably required.
Requirements
  • Level 1 or 2 General Insurance License or the willingness and desire to obtain.
  • Proficient technical skills (i.e., Microsoft Office, Outlook, and other standard business software).
  • Exceptional time management and organizational skills.
  • Exceptional communication, both verbal and written.
  • Ability to work in a team and independently.
  • Self-motivated and a positive attitude.
  • Experience in New Home Warranty, Real Estate conveyancing, Insurance, and/or Construction would be considered an asset but is not required.
  • Post-Secondary education would be considered an asset.
  • Fluency in Cantonese or Punjabi would be an asset but is not required.
What We Offer
  • An exceptional and welcoming company culture.
  • Excellent compensation, benefits, RRSP match, and company perks.
  • Paid educational training and vast learning opportunities.
  • Room for advancement and growth within the organization.
  • A company that gives back and is active in the community.
About HUB International Canada West ULC (Canada West)

We are a dynamic and fast-paced innovative construction insurance brokerage offering and developing products and services that meet the ever-changing needs of our home building clients and industry. We represent 3 New Home Warranty brands with over 400,000 home inspections completed and countless homes protected. We focus on delivering value to all our home builders and owners.

We are 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.

We value education and continuous learning, and we will assist you along your career development path. We provide HUB Ready training for new employees, as well as financial support for licensing, industry designations, management & leadership development, and other related courses, designations, or programs.

Our vision is to be everywhere risk exists – today and tomorrow. Helping protect what matters most.

Our mission is to protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow, and make a difference in their communities.

Our core values are:

  • Entrepreneurship: We encourage innovation and educated risk-taking.
  • Integrity: We do the right thing every time.
  • Teamwork: We work together to maximize results.
  • Accountability: We measure and take responsibility for outcomes.
  • Service: We serve customers, communities, and colleagues.

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