Account Manager, Employee Benefits and Retirement

HUB International; Oakville; On-site; CAD 80,000 - 95,000; Full time

Benefits offered by this job

Health benefits

RRSP matching

Paid time off

Life & disability insurance

Job summary

HUB International in Oakville, Ontario, is seeking an Employee Benefits Account Manager to service and grow client accounts through renewal support, cross‑selling HUB products, and effective liaison with carriers. The role emphasizes client satisfaction, timely documentation, and collaboration with consultants and the client team.

You will work independently and with the account team, travel up to 25% for client meetings, and contribute to the growth goals of HUB International.

Qualifications

• 5-8 years of applicable Employee Benefits experience.
• LLQP designation or working towards it.
• Advanced professional designation desirable (CEBS, GBA).
• Strong listening, prioritizing and communication with clients and colleagues.
• Adapt to changing work settings with precision and professionalism.
• Strong written and oral communication skills.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Ability to use broker management systems effectively.
• Excellent organizational, problem solving and time management skills.

Responsibilities

• Act as main day‑to‑day point of contact for clients with timely inquiries.
• Support Consultant in renewal processes, materials/reports, and client work coordination.
• Liaise between clients and carriers for service needs, billing, policy interpretation.
• Organize and conduct client meetings when necessary.
• Manage carrier changes with clients and complete required documentation.
• Identify opportunities for cross‑sell and up‑sell HUB products and services.
• Oversee client and employee communications.
• Manage new client or new lines of coverage implementation.
• Stay updated on insurance industry changes impacting clients.
• Maintain open items log and ensure timely closure; travel up to 25% for meetings.

Skills

Employee Benefits experience

LLQP designation

CEBS or GBA

Communication skills

Microsoft Office proficiency

Broker management systems

Organizational skills

Time management

Client service orientation

Tools

Microsoft Office Suite

Broker management systems

Job description

About The Role

The Employee Benefits Account Manager services and maintains accounts while providing professional and prompt support to our clients, carrier representatives, vendor partners, and HUB colleagues. The AM also works independently, as well as cooperatively, with consultants 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

• Acting as main, day‑to‑day point of contact for clients, responding both professionally and promptly to all inquiries.
• Supports the Consultant in executing strategies, facilitating the renewal process, preparing materials/reports, ensuring internal systems are up to date, and managing/ coordinating client work across the account team.
• Acts as liaison between clients and insurance carriers to resolve any service needs or marketing initiatives, for example eligibility, billing, policy interpretation, and contract review.
• Manages, organizes, and conducts client meetings when necessary.
• Manages carrier changes with the client and ensures all necessary documentation is completed accurately and timely.
• Key contributor of the critical path work for clients: Identify opportunities for cross‑sell and up‑sell of other HUB products and services.
• Oversees client and employee communications.
• Manages new client or new line of coverage implementation.
• Stays abreast of changes in the insurance industry and other external conditions that may impact clients.
• Manages open items log – ensure outstanding items closed in timely manner.
• May travel for client meetings up to 25% of the time.

Qualifications and expertise that pave the way 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.

Elevate Your Career with HUB International

Choosing HUB International means aligning your career with a premier insurance brokerage. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, invite you to explore: https://www.hubinternational.com/en-CA/about-us/.

Your Advancement and Well‑being: Our Priority

• Work‑Life Balance: Take advantage of flexible working arrangements and generous time‑off policies that adapt to your needs and lifestyle.
• Professional Growth: Advance your career with HUB‑sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.
• Industry Support: Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.
• Exclusive Perks: Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding.

Service: Our Ethos

At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we’re proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference. If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know—we’re here to support you. At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are.

What We Offer You

• Competitive pay with comprehensive health benefits, retirement savings matching and company‑paid life and disability plans.
• Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance.
• A collaborative, high‑performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career.

The HUB Difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization. We endeavour to make this website accessible to any and all users.

Accessibility Information

Contact us regarding the accessibility of our website or need assistance completing the application process: recruiting team [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Salary and Compensation

The expected salary range for this position is $80,000 to $95,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is 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.

AI and Automation Notice

HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates — all decisions are made through human review.

Disclaimer

AI and Automation Notice repeated: HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates — all decisions are made through human review.