Bilingual Onboarding Specialist

Bilingual Onboarding Specialist

Hybrid Working

locations

Woodbridge, ON

Montreal, QC

time type

Full time

 

 

About The Role

The Bilingual Onboarding Specialist serves as the primary point of contact for advisors throughout the onboarding process at HUB Financial. This includes guiding advisors through the full setup and contracting stage, whether through APEXA or traditional methods. The Onboarding Specialist plays a critical role in ensuring a smooth, efficient, and positive onboarding experience, acting as both a resource and liaison for the advisor.

What You’ll Do

• Discuss the onboarding process with the advisor and communicate the requirements for a complete set up

• Initiate contracting with the top three carriers (if necessary) for the advisor and communicate the process for new business received, provide the options for contract completion and assist in implementation

• Handle licensing/sponsorship requests when necessary

• Handle reactivations of inactive advisors and process the necessary contracting documents that initiated the reactivation

• Facilitate any name change requests that are required as part of the onboard or reactivation process and ensure completion of all contracting requirements

• Ensure the day to day contracting receipts are processed in a timely fashion

 

The Onboarding Specialist is also expected to perform the following functions:

• Liaise with carriers to obtain rush broker codes to facilitate the prompt processing of new business applications

• Maintain complete accuracy of the broker contracting, compensation hierarchy and compliance data on WS.

• Prepare contracting documentation per the HUB Helps process.  Forward completed contracting requests electronically or via courier to our advisors as required.

• Ensure new broker contracting applications are screened for poor credit, completeness and accuracy.  Review all documentation for missing information and obtain all necessary outstanding requirements.

• Document and escalate any action required on the part of the Regional Vice President relating to broker credit, conduct or compliance issues based on facts gathered from Insurance Councils, Carrier Head Offices or other information obtained by HUB Financial staff. 

• Follow up with all insurance carriers to ensure all contracting and licensing submissions are processed and completed in a timely manner to ensure prompt policy issue and commission payments to HUB Financial and the advisor.

• Ensure successful completion of broker contracting packages by obtaining all necessary documentation from advisors and submitting completed contracting packages to the carriers.  Broker contract information received by HUB Financial must be submitted to the carrier within 2 days of receipt.  There is no tolerance for contracting submitted to our carrier partners with outstanding information.

 

What You’ll Need for Success

• 2–5 years of relevant industry experience in contracting/onboarding

• Bilingual in French and English (verbal and written)

• College diploma or university degree (or equivalent education) is an asset

• Strong computer proficiency and ability to learn new systems quickly

• Exceptional written and verbal communication skills

• Proficient in Microsoft Office (Word, Excel, Outlook)

 

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.