Life Insurance Account Manager North York, ON

Life Insurance Account Manager

Do you have a passion for service, with a desire to create positive experiences for clients? If you do, keep on reading!

HUB Financial Inc. has an exciting opening for you in our North York office. We have built a culture at HUB that is focused on helping our clients grow their businesses, and our employees get the most out of their careers.

The Life Insurance Account Manager role offers a variety of responsibilities, and we are seeking someone who ‘gets’ customer service and is looking for a challenging role in a fun environment. This role also offers the opportunity to serve as a bridge between Insurance Brokers and Carriers (Insurance Companies) through seamless customer service and support. Still interested? See more details below.

What’s it like working here:

  • A positive, inclusive, and fun environment where we value diversity

  • We are a results-driven organization with three equal focuses: results, processes, and relationships

  • Your attitude and effort matter

  • You will be relied upon as a trusted member of the team

  • You will learn and grow (we will help bring out the best in you and yes, you will make mistakes, and that’s okay)

What your day will look like:

  • Be the voice of the Broker and ensure Brokers meet compliance standards and expectations of both the carrier and HUB Financial.

  • Manage full-cycle for life insurance application and investment cases from submission to broker commission

  • Perform quality audits on all life insurance and investment applications received ensuring regulatory, carrier policies and HUB’s procedures are met and complied with by the broker

  • Identify discrepancies and address any issues with the broker and/or insurance carriers

  • Provide underwriting feedback to brokers on carrier products, policies and requirements

  • Consistently follow-up on cases and obtain medical vendor and carrier requirements from the brokers; communicate decisions to brokers

  • Support brokers on new carrier policies, regulatory changes and HUB updates

  • Build strong relationships with brokers in order to assist in streamlining their life insurance and investment applications and uphold service standards

  • Assist brokers with their insurance and investment inforce business

  • Process investment trades with accuracy and sending paperwork to the carriers.

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 a positive Broker experience

  • Strong time management, organizational and prioritization skills

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

  • Effective interpersonal and communication skills (oral and written)

  • Experience working in the Life Insurance industry is an asset

  • Experience using APEXA and WealthServ an asset

  • Three to five years’ related experience

  • College diploma and/or university degree or equivalency

  • Experienced in delivering client-focused solutions based on customer needs

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.


The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of employees so classified.


Department Office Administration & Clerical

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: College diploma (3-year degree)

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