Client Service Representative, Group Retirement; Windsor

About the Role

Our Employee Benefits & Retirement Division is excited to welcome you to our client-focused culture. Join us with your group benefits experience as our next Client Service Representative (CSR).

• Monitor employer-sponsored retirement plans, serving as the primary liaison between plan administrators, insurance carriers, and advisors.
• Oversee the implementation of new group retirement plans, ensuring each plan launches accurately and in compliance with regulatory requirements.
• Build and maintain long-term client relationships, addressing inquiries directly or liaising with insurance carrier representatives for timely resolution.
• Track key plan metrics including contribution rates, member participation, investment fund performance, and plan utilization.
• Support plan administrators during employee life events (terminations, leaves of absence, etc.).
• Assist the advisor and broader team with additional tasks as required, including preparing quote requests, comparing market options, and remarketing existing group retirement plans.
• Maintain and update client files in our broker management system (EPIC).
• Support the advisor in delivering an exceptional client experience by anticipating plan administrator needs and responding to service requests with urgency and professionalism.

• 2+ years of group retirement experience, with knowledge of Canadian group retirement plan types.
• Experience working with plan administrators or employers managing group retirement plans.
• Demonstrated experience managing carrier relationships and navigating escalation processes.
• Exposure to retirement income products (LIF, RRIF, annuities).
• Experience with in the group benefits space is considered an asset.
• LLQP license (or willingness to obtain).
• Strong communication, organization, and multitasking skills.
• Proficiency in Microsoft Office; experience with Access or EPIC is a plus.
• Ability to manage a high volume of concurrent service requests across multiple plan administrator relationships.
• Ability to work independently and collaboratively in a fast-paced team environment.

• Work‑Life Balance:
  Flexible working arrangements and generous time‑off policies.
• Professional Growth: HUB-sponsored training programs, tuition reimbursement, and other development opportunities.
• Industry Support:
  Reimbursements for skilled licensing and membership fees.
• Exclusive Perks:
  Special discounts on events, travel, accommodations, and personal home & auto insurance.