Insurance Portfolio Coordinator

2 weeks ago

London, Ontario, Canada Hub Financial Inc. Full time

Role Overview:

The Insurance Portfolio Coordinator will be responsible for collaborating with HUB advisors to foster client growth and retention. This role involves engaging with clients through calls and emails, reviewing their insurance and investment portfolios, and preparing essential information for meetings.

Key Responsibilities:

  • Follow up on leads and opportunities from client calls and emails
  • Review clients' insurance and investment portfolios to identify growth opportunities
  • Prepare policy and account information for client meetings
  • Summarize and act on post-client meeting notes and activities
  • Facilitate transactions and trades
  • Manage client service inquiries
  • Complete life insurance changes and forms
  • Handle insurance and investment applications with accuracy and compliance
  • 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
  • Identify potential areas for portfolio growth and propose suitable strategies to clients
  • Stay up-to-date with industry trends, financial products, and regulatory changes

Requirements:

  • 1-3 years of administrative experience
  • 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
  • Experience in using MS Office, CRM, and planning software(s)
  • Knowledge of Mutual Funds, Segregated Fund, and Life Insurance products is an asset
  • LLQP & Mutual Fund License are both considered an asset

About HUB International:

HUB International 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.

Through our dedication to excellence and innovation, we are proud to have achieved the remarkable distinction of ranking 5th largest insurance brokerage worldwide We're not just an insurance broker, we bring clarity to a changing world with tailored solutions and unrelenting advocacy.

  • Insurance Portfolio Coordinator

    2 weeks ago

    London, Ontario, Canada Hub Financial Inc. Full time

    Insurance Portfolio CoordinatorFoster client growth and retention by collaborating with HUB advisors. Engage with clients through calls and emails, review their insurance and investment portfolios, and prepare essential information for meetings. Ensure smooth transactions and handle service inquiries, contributing to a seamless and supportive client...

  • Insurance Portfolio Coordinator

    2 weeks ago

    London, Ontario, Canada Hub Financial Inc. Full time

    Role Overview:We are seeking a highly skilled Insurance Portfolio Coordinator to join our team at Hub Financial Inc. This role involves collaborating with our advisors to foster client growth and retention.Key Responsibilities:Engage with clients through calls and emails to review their insurance and investment portfolios.Prepare essential information for...

  • Insurance Portfolio Coordinator

    2 weeks ago

    London, Ontario, Canada Hub Financial Inc. Full time

    Job Summary:We are seeking a highly skilled Insurance Portfolio Coordinator to join our team at Hub Financial Inc. This role involves collaborating with our advisors to foster client growth and retention.Key Responsibilities:Engage with clients through calls and emails to review their insurance and investment portfolios.Prepare essential information for...

  • Insurance Portfolio Coordinator

    11 hours ago

    London, Ontario, Canada Hub Financial Inc. Full time

    About the RoleWe are seeking a highly skilled Sales Support Representative to join our team at HUB Financial Inc.Key ResponsibilitiesCollaborate with HUB advisors to foster client growth and retentionEngage with clients through calls and emails to review their insurance and investment portfoliosPrepare essential information for client meetings and facilitate...

  • Insurance Portfolio Coordinator

    4 weeks ago

    London, Ontario, Canada Hub Financial Inc. Full time

    Job Title: Sales Support RepresentativeAbout the Role:We are seeking a highly motivated and organized Sales Support Representative to join our team at Hub Financial Inc. As a Sales Support Representative, you will play a critical role in supporting our sales team in fostering client growth and retention.Key Responsibilities:Collaborate with our sales team to...

  • Insurance Portfolio Coordinator

    4 weeks ago

    London, Ontario, Canada Hub Financial Inc. Full time

    Job Title: Sales Support RepresentativeAbout the Role:We are seeking a highly motivated and organized Sales Support Representative to join our team at Hub Financial Inc. As a Sales Support Representative, you will play a critical role in supporting our sales team in fostering client growth and retention.Key Responsibilities:Collaborate with our sales team to...

  • Insurance Portfolio Coordinator

    3 weeks ago

    London, Ontario, Canada Hub Financial Inc. Full time

    Job Title: Sales Support RepresentativeAbout the Role:We are seeking a highly motivated and organized Sales Support Representative to join our team at Hub Financial Inc. As a Sales Support Representative, you will play a critical role in supporting our sales team in fostering client growth and retention.Key Responsibilities:Collaborate with our sales team to...

  • Insurance Portfolio Coordinator

    4 weeks ago

    London, Ontario, Canada Hub Financial Inc. Full time

    Job Title: Sales Support RepresentativeAbout the Role:We are seeking a highly motivated and organized Sales Support Representative to join our team at Hub Financial Inc. As a Sales Support Representative, you will play a critical role in supporting our sales team in fostering client growth and retention.Key Responsibilities:Collaborate with our sales team to...

  • Insurance Portfolio Coordinator

    4 weeks ago

    London, Ontario, Canada Hub Financial Inc. Full time

    Job Title: Sales Support RepresentativeAbout the Role:We are seeking a highly motivated and organized Sales Support Representative to join our team at Hub Financial Inc. As a Sales Support Representative, you will play a critical role in supporting our sales team in fostering client growth and retention.Key Responsibilities:Collaborate with our sales team to...

  • Insurance Portfolio Coordinator

    3 weeks ago

    London, Ontario, Canada Hub Financial Inc. Full time

    Job Title: Sales Support RepresentativeAbout the Role:We are seeking a highly motivated and organized Sales Support Representative to join our team at Hub Financial Inc. As a Sales Support Representative, you will play a critical role in supporting our sales team in fostering client growth and retention.Key Responsibilities:Collaborate with our sales team to...

  • Insurance Portfolio Coordinator

    4 weeks ago

    London, Ontario, Canada Hub Financial Inc. Full time

    Job Title: Sales Support RepresentativeAbout the Role:We are seeking a highly motivated and organized Sales Support Representative to join our team at Hub Financial Inc. As a Sales Support Representative, you will play a critical role in supporting our sales team by providing exceptional client service, managing client relationships, and driving business...

  • Insurance Portfolio Coordinator

    4 weeks ago

    London, Ontario, Canada Hub Financial Inc. Full time

    Job Title: Sales Support RepresentativeAbout the Role:We are seeking a highly motivated and organized Sales Support Representative to join our team at Hub Financial Inc. As a Sales Support Representative, you will play a critical role in supporting our sales team by providing exceptional client service, managing client relationships, and driving business...

  • Real Estate Portfolio Director

    2 weeks ago

    London, Ontario, Canada Workplace Safety and Insurance Board Full time

    Job Summary:The Workplace Safety and Insurance Board (WSIB) is seeking a highly skilled and experienced Real Estate Portfolio Director to join our team. As a key member of our organization, you will be responsible for overseeing the WSIB's real estate portfolio across the province, including lease management, landlord relationships, and space planning and...

  • Commercial Property Portfolio Manager

    2 weeks ago

    London, Ontario, Canada Farhi Holdings Corporation Full time

    Job Title: Commercial Property Portfolio ManagerJob Summary: We are seeking a highly skilled Commercial Property Portfolio Manager to join our team at Farhi Holdings Corporation. As a Commercial Property Portfolio Manager, you will be responsible for overseeing the management of our commercial properties, ensuring that they are well-maintained, and that our...

  • Investment Portfolio Manager

    2 weeks ago

    London, Ontario, Canada NBC Full time

    Investment Portfolio ManagerAt National Bank Financial – Wealth Management, we're seeking a skilled Investment Portfolio Manager to join our team of 1,000 investment advisors. As a key member of our organization, you'll play a vital role in managing investment portfolios and providing strategic guidance to our clients.Analyze and track individual stocks,...

  • Commercial Property Portfolio Manager

    2 weeks ago

    London, Ontario, Canada Farhi Holdings Corporation Full time

    Job SummaryWe are seeking a highly skilled Commercial Property Portfolio Manager to join our team at Farhi Holdings Corporation. As a key member of our property management team, you will be responsible for overseeing the day-to-day operations of our commercial properties, ensuring that they are managed efficiently and effectively.Key ResponsibilitiesHire and...

  • Administrative Coordinator

    2 weeks ago

    London, Ontario, Canada BILLYARD INSURANCE GROUP Full time

    BILLYARD INSURANCE GROUP is seeking an experienced Administrative Coordinator to join our team. The successful candidate will be responsible for arranging and coordinating seminars, conferences, and other events. They will also plan and control budgets and expenditures, record and prepare minutes of meetings, and oversee the classification and rating of...

  • Investment Portfolio Manager

    3 weeks ago

    London, Ontario, Canada NBC Full time

    Investment Portfolio ManagerAs an Investment Portfolio Manager at National Bank Financial – Wealth Management, you will be responsible for strategically managing investment portfolios to bring value to our clients. Your analytical mind and passion for finance will be essential in this role.Key Responsibilities:Analyze and track individual stocks,...

  • Investment Portfolio Strategist

    11 hours ago

    London, Ontario, Canada NBC Full time

    Portfolio Management OpportunityAt National Bank Financial – Wealth Management, we're seeking a skilled Investment Analyst to join our team of 1,000 investment advisors. As a key member of our organization, you'll play a crucial role in managing our clients' investments, utilizing your analytical mind and passion for finance to drive success.Your...

  • Office Coordinator

    11 hours ago

    London, Ontario, Canada BILLYARD INSURANCE GROUP Full time

    BILLYARD INSURANCE GROUP is looking for a skilled Office Coordinator to join our team. In this role, you will be responsible for arranging and coordinating seminars, conferences, and other events. You will also plan and control budgets, record meeting minutes, and oversee the classification and rating of occupations.Key Responsibilities:Arrange and...