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New Business Processor Jobs in Calgary, AB (NOW HIRING)

... to streamline business processes and improve client outcomes. At Hub Financial we empower ... What You'll Do * Drive new sales through building strong Advisor relationships. * Provide ...

Inside Sales Consultant

Calgary, AB · On-site

CA$50K - CA$55K/yr

Customer service focused, with the ability to work alongside the new business development process. * Excellent communication and active listening skills. * A solution and results oriented individual ...

A willingness to learn and adapt to new technologies, tools, and sales strategies * Experience in ... We may use artificial intelligence (AI) tools to support parts of the hiring process, such as ...

Showing results 41-60

New Business Processor information

What is a new business processor?

New Business Processors are professionals who handle the initial processing and setup of new client accounts, policies, or contracts within financial, insurance, or similar organizations. They review, verify, and enter client information, ensuring all documentation is complete and accurate before forwarding it for further approval or underwriting. Their work is crucial to maintaining efficient workflow, regulatory compliance, and positive client experiences during the onboarding process.

What skills and qualifications are needed to be a new business processor?

To thrive as a New Business Processor, you need strong organizational skills, attention to detail, and a foundational understanding of insurance or financial products, often supported by a high school diploma or relevant experience. Familiarity with customer relationship management (CRM) systems, document management software, and industry-specific platforms is typically required. Excellent communication, problem-solving abilities, and the capacity to manage time effectively are crucial soft skills. These skills ensure accurate processing of new business applications, minimize errors, and facilitate efficient client onboarding.

What are common challenges faced by new business processors during client onboarding?

New Business Processors often encounter challenges such as managing tight deadlines, ensuring that all client documentation is accurate and complete, and coordinating with multiple internal departments like underwriting and compliance. Navigating diverse client requirements and adapting to frequent policy or system updates can also be demanding. However, strong organizational skills, clear communication, and attention to detail are key to overcoming these obstacles and ensuring a smooth onboarding experience for new clients.

What is the difference between New Business Processor vs Customer Service Representative?

AspectNew Business ProcessorCustomer Service Representative
CredentialsBasic office skills, sometimes industry-specific certificationsSame as New Business Processor, often with customer service training
Work EnvironmentOffice setting, processing new client applicationsOffice or call center, handling customer inquiries
Employer & IndustryFinancial, insurance, banking sectorsRetail, telecom, banking sectors
Search & ComparisonOften compared for roles involving client onboardingMore focused on ongoing customer support

The main difference is that a New Business Processor primarily handles onboarding and processing new client applications, while a Customer Service Representative focuses on ongoing customer support and issue resolution. Both roles require strong communication skills and industry knowledge but serve different stages of the customer lifecycle.

What are popular job titles related to New Business Processor jobs in Calgary, AB?

For New Business Processor jobs in Calgary, AB, the most frequently searched job titles are:

Infographic showing various New Business Processor job openings in Calgary, AB as of August 2026, with employment types broken down into 74% Full Time, 24% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Director Business Development

HUB

Calgary, AB • On-site

Full-time

Retirement

Posted 7 days ago


Job description

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 Director, Business Development role delivers sales support to an assigned block of advisors to promote the growth of their practice. This is accomplished through understanding the advisor's business, and matching their needs to the HUB value proposition, as well as carrier partner investment and insurance products and resources. You will be further successful by driving campaigns established to grow the written business within your block and identifying opportunities for Advisors to work with our Advanced Case and Estate Solutions team, and our Investment Sales Team.

What You'll Do

  • Drive new sales through building strong Advisor relationships.

  • Provide recommendations on various products, completing comparisons, and carrier options based on Advisor requests to drive new written business

  • Actively review cases with Advisors and present them with the most suitable solutions using illustration platforms, 'Propel" and marketing materials

  • Promote HUB tools and resources to HUB advisors

  • Actively promote campaigns to drive new written business

  • Constantly learning and participating in insurance carrier training to stay informed and educated on industry best business practices

What You'll Need for Success

  • Strong knowledge of carrier investment products and insurance planning

  • LLQP - Life License Qualification Program is an asset

  • 2 + years of relative experience in the life insurance industry

  • Great presentation and communication skills

  • Strong time management, organizational, and prioritization skills

  • Post-secondary education preferred

  • Desire and willingness to commit to higher industry education (QAFP, CFP, and CLU, etc.)

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.

At HUB, we believe that diversity drives innovation, equity fosters opportunity, and inclusion creates a culture where everyone thrives. We are committed to building a workplace that reflects the communities we serve and where every employee feels valued, respected, and empowered to bring their whole self to work. By embracing diverse perspectives and fostering an inclusive environment, we cultivate a collaborative and dynamic team that delivers exceptional results for our clients and communities.


Why Choose HUB?

When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit - About Us - HUB International

About HUB International

Headquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker and financial services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 19,000 employees in offices located throughout North America, HUB's vast network of specialists brings clarity to a changing world with tailored solutions and unrelenting advocacy, so clients are ready for tomorrow.

We're not just an insurance broker, we're a team of passionate professionals dedicated to innovation, excellence, and empowering our clients and communities through personalized support and expertise.

If you're interested in learning how you can grow your career at HUB, visit our Careers Page to explore our opportunities.
AI Disclosure

AI and Automation Notice HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates - all decisions are made through human review.

HUB International is committed to creating an inclusive and accessible recruitment process for all candidates. If you require accommodations at any stage of the interview process, please let us know, and we will work with you to ensure a fair and equitable experience.

#LI-hybrid

#LI-SS

Department SalesRequired Experience: 5-7 years of relevant experienceRequired Travel: Up to 25%

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting teamHUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.