Client Service Representative, Group Retirement

About The Role

Our Employee Benefits & Retirement Division is excited to welcome you to our client-focused culture. Join us with your group benefits experience as our next Client Service Representative (CSR).

This is an opportunity to further develop your client service and analytical skills as a Permanent Full-Time CSR within our Employee Benefits Division.

What You’ll Do

• Monitor employer-sponsored retirement plans, serving as the primary liaison between plan administrators, insurance carriers, and advisors

• Oversee the implementation of new group retirement plans, ensuring each plan launches accurately and in compliance with regulatory requirements

• Build and maintain long-term client relationships, addressing inquiries directly or liaising with insurance carrier representatives for timely resolution

• Track key plan metrics including contribution rates, member participation, investment fund performance, and plan utilization

• Support plan administrators during employee life events (terminations, leaves of absence, etc.)

• Assist the advisor and broader team with additional tasks as required, including preparing quote requests, comparing market options, and remarketing existing group retirement plans

• Maintain and update client files in our broker management system (EPIC)

• Support the advisor in delivering an exceptional client experience by anticipating plan administrator needs and responding to service requests with urgency and professionalism

Qualifications and expertise that pave the way for Success

• 2+ years of group retirement experience, with knowledge of Canadian group retirement plan types

• Experience working with plan administrators or employers managing group retirement plans

• Demonstrated experience managing carrier relationships and navigating escalation processes

• Exposure to retirement income products (LIF, RRIF, annuities)

• Experience within the group benefits space is considered an asset

• LLQP license (or willingness to obtain)

• Strong communication, organization, and multitasking skills

• Proficiency in Microsoft Office; experience with Access or EPIC is a plus

• Ability to manage a high volume of concurrent service requests across multiple plan administrator relationships

• Ability to work independently and collaboratively in a fast-paced team environment

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. At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are..

The expected salary range for this position is $51,000 to $60,000 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.

We endeavor to make this website accessible to any and all users. 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 [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.