Client Coordinator, Employee Benefits & Retirement

About The Role

HUB International is looking for a dynamic Client Coordinator to provide high level administrative support to the EB&R Practice in 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 supporting a team of Benefits Analysts and Account Managers. Benefits in being in this position include working for a top Brokerage Firm recognized as an Industry Leader.

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

• Post-Secondary Education in Business Administration, Economics, or Finance preferred;
• 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 the premier insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker worldwide. 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.

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:

• Recognized Rewards: Thrive in a supportive environment that values your contributions with a competitive compensation package, including incentives, bonuses, and additional earning opportunities.
• Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
• Comprehensive Benefits: Access a robust benefits package, including company-matched RRSPs, designed to support you and your family.
• 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.

Culture and Belonging: Our Commitment

At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. 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.

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.

When you join HUB, you’ll find more than just a career—you’ll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.

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Department: Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Diploma