Employee Benefits Coordinator

SMB Employee Benefits Coordinator (Hybrid)

National Employee Benefits & Retirement

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 SMB Employee Benefits Coordinator is a high-volume support role designed to assist advisors and service teams in delivering exceptional employee benefits solutions to small and medium-sized businesses (SMBs). This role involves managing quoting and proposal processes, supporting implementation efforts, and providing renewal support for regional teams. The Coordinator plays a pivotal role in project-managing block transitions, migrating existing HUB clients into SMB solutions, and triaging advisor requests in a centralized inbox.

This position requires a strong focus on organization, time management, and collaboration within a national team while supporting regional teams in achieving service excellence.
 

What You’ll Do

Advisor and Service Team Support

• Act as a primary point of contact for advisors and service teams to coordinate SMB client requests.

• Manage a centralized inbox, triaging requests for quotes and proposals to ensure timely responses and accurate deliverables.

Quoting and Proposal Management

• Prepare and deliver client-ready new business proposals for SMB clients, ensuring accuracy and compliance with client requirements.

• Handle requests for quotes by collecting necessary data, submitting it to underwriters, and providing detailed summaries and recommendations to advisors.

Implementation Support

• Support regional teams in implementing new SMB benefits solutions for clients, ensuring a seamless onboarding process.

• Coordinate with carriers, TPAs, and regional teams to ensure all implementation requirements are met within timelines.

Renewal Support

• Prepare and deliver renewal documents, including conducting preliminary analyses of carrier renewal reports.

• Assist regional teams in reviewing claims history and recommending plan design adjustments for SMB clients.

Block Transition Project Management

• Collaborate with the national SMB team to transition existing HUB clients into SMB-specific solutions.

• Coordinate with regional teams and TPAs to streamline the transition process for both clients and advisors.

Process Optimization and Technology Use

• Use technology platforms to simplify quoting, proposals, and renewal processes for advisors.

• Identify opportunities for automation to improve workflows and enhance efficiency.

What You’ll Need for Success

• Post-secondary education is considered an asset.

• Familiarity with Canadian benefits plans and underwriting practices.

• Proficiency in Microsoft Office Suite, particularly Word, Excel, and Outlook; advanced Excel skills are an asset.

• Experience using broker management systems (e.g., Epic) is a strong advantage.

• Strives in fast pace working environment 

• Strong organizational, time management, and prioritization skills.

• Exceptional communication skills, both verbal and written.

• Proven ability to work independently and collaboratively within a team environment.

• High attention to detail and accuracy in data handling and reporting.

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. To read more about HUB, please visit - About Us - HUB International  

About HUB International

Headquartered in Chicago, Illinois, Hub International Limited 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.

Through our dedication to excellence and innovation, we are proud to have achieved the remarkable distinction of ranking 5th largest insurance brokerage worldwide! We’re not just an insurance broker, we bring clarity to a changing world with tailored solutions and unrelenting advocacy.

If you’re interested in learning how you can grow your career at HUB, visit our Careers Page to explore our opportunities.

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Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: Bachelor’s degree (4-year degree)