Bilingual Onboarding Specialist (Hybrid)
Hub Financial
Hub Financial, a division of HUB International, is one of Canada’s largest independent Managing General Agencies (MGA). Specializing in life insurance, investments, and wealth management, we provide independent financial advisors with a wide range of products, resources, and tools to help their business succeed. Our services include access to top-tier insurance solutions, cutting-edge technology platforms, and operational support all designed to streamline business processes and improve client outcomes. At Hub Financial we empower independent advisors to grow their practices, enhance their client service, and deliver comprehensive financial solutions.

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.