VP, Credit Operations & Adjudication Credit Union (Surrey)

VP, Credit Operations & Adjudication Credit Union (Surrey)

31 Aug
|
TEEMA
|
Surrey

31 Aug

TEEMA

Surrey

We are BC’s largest Insurance Broker and looking for individuals to grow with us! A career at HUB means your career opportunities are endless. From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, we have a role …

What We’re Looking For The Consultant works closely with the Employee Benefits team to understand client needs and priorities. You will be responsible for developing strategic relationships with key account contacts.
This role may be based out of our Vancouver or Burnaby office location. Both locations are centrally located and easily accessible by Sky Train and transit with many shops, restaurants and other amenities nearby.
Responsibilities Understand client needs and culture with the support of the VP, Employee Strategies and Business Development Leads
Identify gaps and opportunities within your client’s current structure based on their guiding principles
Develop strategic relationships with key account contacts
Oversee the complete employee benefits cycle: plan design review, provider search, implementation, reporting, renewal negotiations, employee communication
Communicate relevant industry trends to your client block to prepare them for long term planning
Design and deliver presentations to clients, leading client meetings as well as key employee presentations
Review all client facing materials authored by the Client Service Manager and Analyst teams
Work closely with insurance partnerships through problem solving, negotiations and maintaining positive relationships

Collaborate with the business development team and leadership team on shared client knowledge and insights

Understand client needs and priorities, and working with the client and the Client Service Manager to resolve escalated administrative, contractual and financial issues




Effectively track and communicate the progress of monthly/quarterly metrics to internal stakeholders and the leadership team
Work collaboratively to complete follow-up items from in-person meetings while managing client timelines - communicating meeting activity and client account details to the team for file updates and account management
Other duties and responsibilities as assigned
Skills, Characteristics & Qualifications 5+ years of Employee Benefits Insurance Experience, group retirement experience is an asset
Life Insurance (LLQP) License or willing to obtain
Post-secondary education required and completion of (or working towards) related courses in group perks (CEBS, GBA designations preferred)
Intermediate to advanced MS Office knowledge, with focus on Excel and Power Point
Strong attention to detail and accuracy
Strong communication skills, both written and verbal
Where This Can Take You We invest in our employees! We offer hands-on coaching and mentorship, alongside extensive sales training to ensure you succeed, today and tomorrow. Your journey with HUB can open doors to a diverse, rewarding career within the insurance industry and beyond!
What We Offer Competitive compensation
Company matching RRSP contributions
Tuition financing and career-related training and development
Customizable flexible benefits options for you and your family
Mental and physical wellness initiatives
A positive, collaborative and team-oriented environment
Ongoing personal and career development
Our Culture Starts with You We are looking for SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business
We want you to be INNOVATIVE and open to sharing your ideas
You work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues.
You are a TEAM PLAYER who positively impact those around them; We MOTIVATE each other to GROW TOGETHER
You work with a high degree of INTEGRITY and ACCOUNTABILITY

Department Sales Required Experience: 5-7 years of relevant experience Required Travel: Up to 25%

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📌 VP, Credit Operations & Adjudication Credit Union (Surrey)
🏢 TEEMA
📍 Surrey

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