Team Lead, Operations

About The Role

We’re looking for a driven and detail-oriented Team Lead, Operations to join our Employee Benefits and Retirement Practice. You’ll be working closely with Account Managers, producers, and underwriters, delivering exceptional service and innovative solutions in a fast-paced environment. If you’re ready to elevate your insurance career while working with industry leaders and making a tangible impact, this is your opportunity. 

What You’ll Do

• Support Clients & Teams: Collaborate with Account Managers to service a diverse book of employee benefits business, ensuring accurate and timely documentation for renewals, updates, and marketing.
• Analyze & Recommend: Prepare renewal projections, review plan options, and deliver actionable insights to optimize client benefits programs.
• Lead Marketing Processes: Manage marketing submissions, respond to underwriter inquiries, negotiate terms and rates with carriers, and deliver strategic recommendations tailored to client goals.
• Streamline Operations: Maintain and organize client files in the broker management system while adhering to compliance standards.
• Enhance Client Experience: Troubleshoot complex client claims, deliver proactive solutions, and support benefits plan administration.
• Drive Growth: Assist in cross-selling HUB’s benefits products, prepare new business quotes, and support producers in presenting to clients.

Qualifications and expertise that pave the way for Success

• Insurance Expertise: 3–5 years of experience in group benefits insurance, ideally in analyst or underwriting roles, with hands-on involvement in renewal negotiations and plan marketing processes.
• Technical Proficiency: Familiarity with broker management systems (e.g., Epic), intermediate to advanced Excel skills, and exposure to benefit plans like ASO and HSA is an asset.
• Education & Credentials: Relevant insurance designations or licenses (LLQP preferred or willingness to obtain).
• Relationship-Driven Approach: Strong knowledge of major Canadian markets and relationships with insurers (e.g., Manulife, Canada Life, Desjardins).
• Organizational Excellence: Outstanding time management, multi-tasking, and prioritization skills in fast-paced settings.
• Passion for Growth: A proactive mindset and drive to continuously develop technical and professional expertise

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. 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:

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

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: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: Diploma