Contracting Specialist (2 positions)-1 Calgary, AB

Contracting Specialist – Calgary

Do you have a passion for customer service and sales excellence with a desire to create positive experiences for clients? If you answer “yes”, then HUB Financial Inc. has an exciting opening in our Calgary office for you! We have built a culture at HUB that is focused on helping our clients grow their business and developing our employees to grow their careers.

HUB Financial, Canada’s largest Life Insurance Managing General Agency requires an individual that exhibits a high level of customer service, can multitask, and is looking for a challenging role. The Contracting Specialist role offers a wide variety of responsibilities and the opportunity to build strong relationships with our clients (Insurance Advisors) through seamless customer service and support in Eastern Canada. If this opportunity intrigues you, keep reading for more details about the role!

What your day will look like:

Reporting to the Director, Life Administration you will support our winning team by:

  • Educate advisors on the carrier contracting processes

  • Help advisors use industry standard software – APEXA – to support contracting efforts

  • Review contracting requirements with the advisor when new business is received, and provide guidance and assistance until completion

  • Process advisor Buy/Sell agreements on block transfers and reassignments to ensure full servicing and commission changes reflecting the new advisor and HUB Financial as the MGA

  • Establish and maintain excellent working relationships with carriers and work in partnership with them to ensure contracts are processed quickly

  • Maintain accurate data in our system – WealthServ – including the broker contract, compensation hierarchy, compliance data, and notes

  • Ensure advisor contracting applications are screened fully, looking for poor credit, completeness and accuracy. Review all documentation for missing information and obtain all necessary outstanding requirements proactively

  • Document and escalate any action required relating to advisor credit, conduct or compliance issues based on facts gathered from Insurance Councils, carrier head offices or other information obtained by HUB Financial

  • Follow up with all insurance carriers to ensure all contracting and licensing submissions are processed in a timely manner

You will be successful in this role if you have:

  • A positive attitude, the constant desire to help others, curiosity, and the ability to deliver consistent performance

  • 3-5 years industry-related experience

  • Really strong time management, organizational and prioritization skills (‘this is super important’)

  • Intermediate knowledge of MS Office Suite & most online meeting platforms

  • Although you do not require the completion of a post-secondary education, it will help your growth if you have a college diploma or university degree (‘we will teach you the industry specific knowledge’)

  • Great communication skills (oral and written)

  • Experience using APEXA is an asset

Working Conditions

  • Normal office environment

HUB Financial is a wholly owned subsidiary of HUB International – a leading North American insurance brokerage that provides a broad array of property and casualty, life and health, employee benefits, reinsurance, investment and risk management products and services through offices located across the United States, Puerto Rico and Canada. HUB International is ranked among the top insurance brokerages in the world.


Department Office Administration & Clerical

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: High school or equivalent

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit