Group Retirement Services, Account Manager

HUB International; Edmonton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance and risk management firm in Edmonton is seeking a Group Retirement Services Account Manager for an 18-month temporary position. The role centers on developing and maintaining relationships with retirement plan sponsors, ensuring high levels of client satisfaction and retention. Candidates should possess 3+ years of experience in the group retirement industry and excellent communication skills. Join a welcoming team that supports professional growth and provides a multitude of benefits, including educational opportunities and paid days off.

Benefits

Referral incentives

Paid birthday off

Educational training

Qualifications

• 3+ years’ experience in the group retirement industry.
• Ability to calculate figures and amounts such as discounts and interest.
• Proficiency in windows-based computer systems.

Responsibilities

• Develop and maintain effective relationships with clients.
• Provide professional, courteous service to plan sponsors and members.
• Coordinate and conduct client meetings.

Skills

Customer Service

Analytical Skills

Communication

Teamwork

Education

LLQP Certification

RPA/CEBS Certification

Job description

Ignite your potential. Impact what matters.

Hi, we’re HUB – a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a difference. Where pushing ourselves forward helps us give more to others.

When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow.

The Opportunity!

As a Group Retirement Services Account Manager, you will play a key role in developing and maintaining effective relationships with retirement plan sponsors and carriers as well as key team members within other business divisions of HUB. The Group Retirement Services Account Manager is responsible for delivering high service standards, high levels of client satisfaction and client retention. This role will also work with plan sponsors on the administration and operation of their group retirement plans, including plan governance, CAP compliance and plan member support.

• Temporary 18 month position located within one of our Prairie’s branch locations.

Your Responsibilities –

• Works closely with HUB Producers and the HUB Group Retirement Team on all aspects of client service, compliance reporting, and market research while adhering to HUB’s best practices and standard procedures.

• Provides professional, courteous service to plan sponsors, plan members and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.

• Participates in day-to-day communication with plan administrators and carriers and assists plan sponsors with questions or issue resolution.

• Works with carriers and plan sponsors to facilitate plan design changes.

• In conjunction with the HUB producer, the Group Retirement Services Account Manager coordinates, organizes, and conducts client meetings.

• Follows through with all meeting action items, including research, fund changes and all miscellaneous issues.

• Works with carriers and plan sponsors to facilitate the implementation of new plans and carrier changes.

• Responsible for compliance monitoring and reporting.

• Typical projects may be related to: plan set-up, plan documents, contributions, onboarding/enrollment, coordination of plan-level contact or plan changes, product changes, fund adds/eliminations, plan amendments, banking/division/payroll changes, forms customization or updates, pricing changes/reviews. Help prepare reporting and analyze trends.

• Proactively assists the Group Retirement Services team in streamlining services, developing best practices, delivering plan member education and planned client/member servicing initiatives.

• Coordinates annual reporting for clients as required.

• Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.

• Seeks continued knowledge and stays abreast of changes in the group retirement industry and other external conditions that may impact their clients. Attends industry related continuing education training and courses.

• Performs other duties and projects as assigned.

What you will bring to the role –

• 3+ years’ experience in the group retirement industry

• LLQP Certification or willingness to complete within 3 months of hire
• RPA/CEBS certification an advantage
• Ability to effectively present information and respond to questions from plan sponsors, plan administrators, plan members, HUB Producers and the general public.
• Comprehensive understanding of group retirement plans, including retirement plan design, customer service and internal reporting.
• Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
• Strong analytical skills with the ability to conduct research and interpret financial data.
• Motivated to help support a diverse team and contribute to a team environment.
• Pro‑active and a self‑starter with a keen attention to detail.
• Demonstrated ability to communicate effectivity in both written and verbal.
• Works well in a fast paced, client‑focused environment.
• Proficiency in windows‑based computer systems.

Why Join HUB?

• An exceptional, welcoming, and inclusive company culture.
• Excellent compensation, benefits, RRSP match, referral incentives, and company perks.
• Work flexibility.
• Paid educational training and vast learning opportunities.
• Room for advancement and growth within the organization.
• Paid day off for your birthday – we want to celebrate you!

What makes us different than all the rest?

Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most.

Our Mission: To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values:

• Entrepreneurship: We encourage innovation and educated risk‑taking.
• Integrity: We do the right thing every time.
• Teamwork: We work together to maximize results.
• Accountability: We measure and take responsibility for outcomes.
• Service: We serve clients, communities, and colleagues.

Ready to join HUB and build a career in a rapidly growing industry? Apply today for the Temporary Group Retirement Wealth Relationship Manager opportunity!

Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: Negligible

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