Client Coordinator, Employee Benefits & Retirement

HUB International; Toronto; On-site; CAD 40,000 - 42,000; Part time

Benefits offered by this job

Flexible working arrangements

Tuition reimbursement

Licensing support

Paid time off and other benefits

Job summary

HUB International is seeking a dynamic part-time Client Coordinator at our Toronto office to provide high-level administrative support to the EB&R Practice. The role emphasizes customer excellence, strong organization, and timely follow-up to support Benefits Analysts and Account Managers.

The position offers 25 hours per week with a salary range of CAD 40,000–CAD 42,000, plus comprehensive benefits and potential bonuses for certain roles.

Qualifications

• Minimum 2 years’ administrative support experience.
• Advanced proficiency in Microsoft Office: Word, Excel, and Outlook; ability to learn new systems (e.g., Epic broker management system).
• Strong organizational, time and client management skills.
• Effective communication skills: verbal and written.
• Strong team player with proactive, customer-focused approach.

Responsibilities

• Prepare and assemble client reports.
• Assemble benefit proposals booklets for prospect meetings.
• Conduct benefits comparisons and generate reports for account managers and analysts.
• Gather employee data and assist with marketing documents.
• Prepare cover letters and respond to client servicing requests.
• Support producers or account managers during implementations and reporting.
• Prepare experience reports and manage outgoing mail and documents.

Skills

MS Office

Organizational skills

Communication skills

Team player

Proactive

Customer focus

Follow-up skills

Tools

Epic broker management system

Job description

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

About The Role

HUB International is seeking a dynamic part time Client Coordinator to provide high-level administrative support to the EB&R Practice at our Toronto HUB International Office. If you enjoy working in a fast-paced corporate team environment and take pride in customer excellence, then this may be a role for you. Superior time-management, organizational, and follow-up skills are essential for this position, which supports a team of Benefits Analysts and Account Managers. Benefits of being in this position include working for a top Brokerage Firm recognized as an Industry Leader. This position is 25 hours per week.

The expected salary range for this position is $40,000 to $42,000 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.

What You’ll Do

• Preparation and assembly of client reports
• Assembling benefit proposals booklets for prospect meetings
• Conducts Benefits Comparisons and generates reports, assisting both account managers and benefits analysts on reporting deliverables
• Gathers employee data and assists with the preparation of marketing documents
• Prepares cover letters
• Support the producers or account managers/analysts on client servicing requests.
• Support the analyst during the Implementations
• Prepare experience reports
• Reads and analyzes incoming memos, submissions, and reports to determine significance and distribute as appropriate;
• Prepares and sends out outgoing mail and courier items;
• Files and retrieves corporate documents, records, and reports efficiently for all team members;
• Opens, sorts and executes all correspondence, including mail, faxes and email in a timely manner;
• Other duties as assigned

Qualifications and expertise that pave the way for Success

• Minimum 2 years’ administrative support experience
• Advanced Proficiency in Microsoft Office: Word, Excel, and Outlook; Ability to learn new systems, i.e. Epic broker management system
• Strong organizational, time and client management skills
• Effective communication skills: verbal and written
• Strong team player
• Proactive and customer-focused approach
• Strong initiative and follow-up 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, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/.

Your Advancement and Well-being: Our Priority

At HUB, we place immense value on the well‑being and professional development of our team. Here’s what you can look forward to as part of the HUB Team:

• 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.

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.

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

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 Inserted bullet information here

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.

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If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the 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. 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.