Insurance Portfolio Coordinator

5 hours ago


London, Ontario, Canada Hub Financial Inc. Full time

Job Summary:

We are seeking a highly motivated Insurance Portfolio Coordinator to join our team at HUB Financial Inc. in London. As an Insurance Portfolio Coordinator, you will play a critical role in supporting our advisors to foster client growth and retention.

About the Role:

  • Collaborate with our advisors to identify opportunities for client growth and retention.
  • Engage with clients through calls and emails to review their insurance and investment portfolios.
  • Prepare essential information for meetings, ensuring smooth transactions and handling service inquiries.
  • Follow up on leads and opportunities from client interactions.
  • Review clients' insurance and investment portfolios to identify growth opportunities.
  • Initiate proactive communication with existing clients to maintain strong relationships and meet their financial needs.
  • Cultivate new client relationships by demonstrating the value of our services.

About You:

  • 1-3 years of administrative experience in the insurance industry.
  • Clear written and oral communication skills; able to express concepts clearly and concisely.
  • Strong customer service skills.
  • Positive attitude, approachable, and engaging.
  • Eager to learn and grow within HUB.
  • Ability to build relationships and network within the insurance/investment industry.

What We Offer:

  • A competitive salary: £30,000 - £40,000 per annum.
  • Career-related training and development.
  • We promote work-life balance through flexible scheduling and hours.
  • Mental and physical wellness initiatives.
  • Advancement opportunities.
  • HUB Cares: we are a company that gives back and is active in the community.

About Us:

HUB Financial Inc. 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 18,000 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.



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