Underwriting Trainee Jobs in Quebec (NOW HIRING)

*** La description en francais suivra***

About The Role

The Senior Coordinator, Strategic Risk Selection, acts as the single, dedicated point of contact for a portfolio of HUB Financial wealth-management advisors, providing high-end, end-to-end case management support for files submitted to the Strategic Risk Selection division. Working within a specialized, personalized service model, this role manages the full lifecycle of a risk-selection file - from intake and file creation, to requirement setup and tracking, through to a careful handoff to the appropriate team member after submission to the insurer.

This is a foundational role within a newly established, fast-growing unit. Candidates who show genuine curiosity about the technical side of life-insurance risk selection - risk classification, medical/financial evidence, and case strategy - will find real opportunities to expand their scope over time. The pace of growth depends on individual initiative: the right person will be mentored directly by the SVP, Strategic Underwriting and Planning , and, through demonstrated commitment, become a de facto trainee/apprentice in risk selection alongside the core operational part of the role.

What You'll Do

• Receive and verify risk-selection intake forms for completeness and accuracy, setting up and organizing files in internal systems to ensure all required documentation is correctly entered, filed, and accounted for from the outset.

• Proactively identify missing information early in the file lifecycle, following up with relevant parties to close gaps before they cause downstream delays.

• Order and track all risk-selection requirements - medical, financial, APS reports, and others - coordinating with vendors, paramedical services, and third parties to ensure timely receipt, and flagging delays as needed.

• Maintain a clear, up-to-date view of the status of all assigned files, acting as the main operational point of contact for status inquiries, and ensuring advisors and internal stakeholders receive regular, responsive, and well-calibrated updates.

• Anticipate questions and proactively communicate developments, keeping all parties informed without waiting to be asked.

• Serve as the central coordination point between advisors, insurers, and vendors, facilitating efficient and professional information flow, and supporting the Strategic Risk Selection team through preparation and organization of case documents.

• Ensure all files meet established process and documentation standards, maintaining consistency in file structure, naming conventions, and tracking across the portfolio.

• Support adherence to service deadlines and processing expectations, contributing to a high level of execution on every file.

• Support an efficient, smooth handoff of files once submitted to the insurer.

• Collaborate with other operational leaders to establish tracking mechanisms that support reporting on files submitted by the Strategic Risk Selection division.

• Collaborate with the Finance team to track expenses and their recovery.

• Identify inefficiencies or recurring issues in file processing and propose improvements to templates, tracking tools, and processes, supporting the implementation of management-led operational improvements.

• Contribute to developing a scalable, repeatable case-management model.

• Work directly with the VP, Strategic Risk Selection to build hands-on knowledge of risk-selection analysis, risk classification principles, and case strategy; over time, and based on demonstrated initiative, support the preparation of risk-selection representation documents and case rationales for complex submissions.

• Perform other duties as assigned.

What You'll Need for Success

• 10+ years of experience in the life insurance industry or a Managing General Agency (MGA) environment; experience in case or policy management is a strong asset.

• Knowledge of WealthServ or comparable insurance administration platforms is a significant asset.

• Excellent written and verbal communication skills, with the ability to convey complex case information clearly and professionally to advisors, insurers, and internal stakeholders.

• Strong attention to detail and accuracy, combined with solid analytical and problem-solving skills.

• Knowledge of risk-selection processes, requirements, and terminology is a significant asset.

• Positive, professional attitude, excellent customer service skills, and genuine commitment to advisor satisfaction.

• Proven ability to independently manage a high volume of files with sound judgment and minimal supervision.

• Strong organizational skills and a disciplined approach to prioritization, time management, and follow-up.

• High school diploma or equivalent (GED) required.

• LOMA designation or other industry-related training is considered an asset. Candidates who demonstrate intellectual curiosity about the technical side of life-insurance risk selection - including interest in medical and financial risk assessment, comfort with clinical or actuarial concepts, or a desire to grow into a hybrid role combining operations and risk selection - are strongly encouraged to apply and will receive active consideration for expanded responsibilities over time

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.

Working Conditions

Normal office environment, Hybrid

Compensation
The expected salary range for this position is $70,000 to $75,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level.
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-SS1

----------------------------------------------------------------------------------------------------------------------------

Sommaire du poste

Le ou la Coordinateur(trice) principal(e), Selection des Risques Strategique, agit a titre de point de contact unique et dedie pour un portefeuille de conseillers en gestion de fortune de HUB Financial, en offrant un soutien de gestion de dossiers haut de gamme, de bout en bout, pour les dossiers soumis a notre division de Selection des Risques Strategique. Dans le cadre d'un modele de service specialise et personnalise, ce role est responsable de la gestion du cycle de vie complet d'un dossier de selection des risques, de la prise en charge et de la creation du dossier, a la creation et au suivi des exigences, jusqu'au transfert soigne au membre de l'equipe approprie apres la soumission a l'assureur. Il s'agit d'un poste fondateur au sein d'une unite nouvellement etablie et en pleine croissance. La personne candidate qui fait preuve d'une curiosite authentique envers les aspects techniques de la selection des risques en assurance vie - classification des risques, preuves medicales et financieres, et strategie de dossier - trouvera des occasions concretes d'elargir son champ de responsabilites au fil du temps. Le rythme de cette croissance depend de l'initiative individuelle : la bonne personne sera encadree directement par le VPP, Selection des Risques Strategique et, grace a un engagement demontre, deviendra une stagiaire ou un stagiaire de facto en selection des risques, en parallele du volet operationnel principal de ce role.

Principales fonctions et responsabilites

• Recevoir et verifier les formulaires de prise en charge de selection des risques pour en assurer l'exhaustivite et l'exactitude, en etablissant et en organisant les dossiers dans les systemes internes afin de s'assurer que toute la documentation requise est correctement saisie, classee et comptabilisee des le depart.

• Reperer de facon proactive les renseignements manquants des le debut du cycle de vie du dossier, en effectuant un suivi aupres des parties concernees afin de combler les lacunes avant qu'elles n'entrainent des retards en aval.

• Commander et assurer un suivi detaille de toutes les exigences de selection des risques - medicales, financieres, rapports APS et autres - en coordonnant avec les fournisseurs, les services paramedicaux et les tiers afin d'en assurer la reception en temps opportun, et signaler les retards au besoin.

• Maintenir une vue claire et a jour de l'etat de tous les dossiers assignes, en agissant comme point de contact operationnel principal pour les questions sur l'avancement des dossiers, et en veillant a ce que les conseillers et les parties prenantes internes recoivent des mises a jour regulieres, reactives et bien calibrees.

• Anticiper les questions et communiquer de facon proactive les developpements, en tenant toutes les parties informees sans attendre qu'on le demande.

• Agir comme point de coordination central entre les conseillers, les assureurs et les fournisseurs, en facilitant une circulation efficace et professionnelle de l'information, et en soutenant l'equipe de Selection des Risques Strategique par la preparation et l'organisation des documents de dossier.

• Veiller a ce que tous les dossiers respectent les normes de processus et les exigences documentaires etablies, et maintenir la coherence de la structure des dossiers, des conventions de nommage et du suivi pour l'ensemble du portefeuille.

• Appuyer le respect des delais de service et des attentes de traitement, contribuant ainsi a un haut niveau d'execution pour chaque dossier.

• Soutenir un transfert efficace et harmonieux des dossiers une fois soumis a l'assureur

• Collaborer avec les autres leaders operationnels afin d'etablir des mecanismes de suivi assurant la production de rapports sur les dossiers soumis par la division de Selection des Risques Strategique.

• Collaborer avec notre equipe des Finances pour assurer le suivi des depenses et de leur recouvrement.

• Reperer les inefficacites ou les problemes recurrents dans le traitement des dossiers et proposer des ameliorations aux modeles, aux outils de suivi et aux processus, en appuyant la mise en uvre d'ameliorations operationnelles dirigee par la direction.

• Contribuer a l'elaboration d'un modele de gestion des dossiers evolutif et reproductible.

• Collaborer directement avec le ou la VPP, Selection des Risques Strategique afin d'acquerir une connaissance pratique de l'analyse en selection des risques, des principes de classification des risques et de la strategie de dossier; avec le temps, et selon l'initiative demontree, appuyer la preparation des documents de representation en selection des risques et des justifications de dossier pour les soumissions complexes.

• Executer toute autre tache assignee.

Connaissances, competences et aptitudes

• Dix annees d'experience ou plus dans le secteur de l'assurance vie ou dans un environnement d'agence generale de gestion (AGG), une experience en gestion de dossiers ou de polices etant un atout privilegie.

• Une connaissance de WealthServ ou de plateformes d'administration d'assurance comparables constitue un atout important.

• E...