Client Relationship Specialist

3 days ago

St Albert, Alberta, Canada 019986 Hub International Canada West ULC (Canada West) Full time
Job Title: Client Relationship Specialist

We are seeking a highly skilled Client Relationship Specialist to join our dynamic and fast-paced team at HUB Warranty. 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 expectations 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 Us:

HUB International is a leading insurance brokerage firm that provides a wide range of insurance and risk management solutions to individuals, families, and businesses. We are committed to delivering exceptional service and building long-term relationships with our clients.

We are proud to offer a comprehensive benefits package, including extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses and commissions for some positions.

If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.

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