Account Executive, Employee Benefits

019984 Hub Financial Inc.; Calgary; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading international insurance broker is seeking an Employee Benefits Account Executive in Calgary, Alberta. The role involves servicing client accounts, collaborating with colleagues, and enhancing customer satisfaction through effective account management. Ideal candidates will have 5-8 years of experience and relevant designations. This opportunity offers a competitive compensation package, work-life balance, and career growth potential.

Benefits

Competitive Compensation

Work-Life Balance

Tailored Benefits

Career Growth and Support

Exclusive Perks

Qualifications

• 5-8 years of applicable Employee Benefits experience.
• Strong ability to discern and prioritize client needs.
• Experience managing relationships with clients and colleagues.

Responsibilities

• Act as main point of contact for clients, addressing inquiries.
• Support the renewal process and manage client documentation.
• Contribute to cross-sell and up-sell opportunities.

Skills

Listening

Written and oral communication

Organizational skills

Problem-solving

Time-management

Education

LLQP designation

Advanced professional designation (e.g., CEBS, GBA)

Tools

Microsoft Office Suite

Broker management systems

Job description

Account Executive (Hybrid)

HUB International’s National Employee Benefits and Retirement Team is dedicated to driving growth and excellence across Canada by supporting our regional teams. As strategic partners, this team collaborates with local offices to expand and enhance our Employee Benefits and Retirement divisions, ensuring we deliver best‑in‑class solutions for clients nationwide. Through innovative strategies, expert guidance, and a shared commitment to success, the National Team empowers our regions to meet evolving market demands, strengthen client relationships, and achieve sustainable growth in the benefits and retirement space.

About The Role

The Employee Benefits Account Executive services and maintains accounts while providing professional and prompt support to our clients, carrier representatives, vendor partners, and HUB colleagues. The AE also works independently, as well as cooperatively, with Producers and the entire client team to deliver all HUB services to assigned clients throughout the policy cycle. This role plays a key part in positively impacting customer satisfaction and will support the organic growth goals of the organization – whether through account rounding, cross‑selling, or support in the development of new business.

What You’ll Do

• Act as the main, day‑to‑day point of contact for clients, responding both professionally and promptly to all inquiries.
• Support the Account Executive in executing strategies, facilitating the renewal process, preparing materials and reports, ensuring internal systems are up to date (Benefit Point and BUS), and managing/coordinating client work across the account team.
• Act as liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, such as eligibility, billing, policy interpretation, and contract review.
• Manage, organize, and conduct client meetings when necessary.
• Manage carrier changes with the client and ensure all necessary documentation (paper or electronic) is completed accurately and timely.
• Contribute to the critical path work for clients: identify opportunities for cross‑sell and up‑sell of other HUB products and services.
• Oversee open enrollment assistance and communications.

Manage new client or new line of coverage implementation.

Stay abreast of changes in the insurance industry and other external conditions that may impact clients.

Manage open items log – ensure outstanding items closed in a timely manner.

May travel for client meetings up to 25% of the time.

What You’ll Need for Success

• 5‑8 years of applicable Employee Benefits experience.
• LLQP designation or working towards it.
• Advanced professional designation highly desirable (e.g., CEBS, GBA).
• Strong ability to listen, discern, and prioritize with clients, colleagues, and carrier representatives based on a thorough understanding of relevant issues.
• Adapt to situations requiring the precise attainment of set limits, tolerances, or standards; respond appropriately to changes in the work setting.
• Strong written and oral communication skills.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Ability to utilize and be proficient in broker management systems.
• Strong organizational, problem‑solving, and time‑management skills.

What’s in it for you?

Your well‑being is our priority, and we back this up with a wealth of benefits:

• Competitive Compensation: Benefit from a pay structure that includes incentives, bonuses, and opportunities to increase your earnings.
• Work‑Life Balance: Enjoy flexible work arrangements and generous time off to support your personal and professional life.
• Tailored Benefits: Access a personalized benefits package, including company‑matched RRSPs, designed to meet your unique needs.
• Career Growth and Support: Invest in your future with HUB! Take advantage of our sponsored training and development programs, tuition reimbursement opportunities, and coverage for professional license fees and membership dues—everything you need to support your growth and excel in your career.
• Exclusive Perks: Take advantage of discounts on events, travel, accommodations, and personal home & auto insurance.

At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.

Why Choose HUB?

When you choose HUB, you’re choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities.

About HUB International

Headquartered in Chicago, Illinois, 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 19,000 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.

We’re not just an insurance broker, we bring clarity to a changing world with tailored solutions and unrelenting advocacy.

Department: Sales
Required Experience: 5‑7 years of relevant experience.
Required Travel: No Travel Required.

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