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Li Jessica

@lijessica

Employee Benefits Account Executive at HUB International who grew portfolio revenue by double digits through client engagement and cross-selling.

Canada

Message

At Hub International Insurance Brokers, I served as an Employee Benefits Account Executive and grew portfolio revenue by double digits through proactive client engagement and consultative cross-selling. I was the day-to-day contact for corporate clients, coordinating coverage programs with carriers and internal teams.

Previously, I advised clients on personal insurance at Hub International Insurance Brokers and delivered wealth management strategies at Canada Life Assurance Ltd. I also structured lending solutions as a Mortgage Manager at National Bank of Canada; I’m licensed in Mutual Funds (IFSE), LLQP, and General Insurance (CAIB).

Experience

Work history, roles, and key accomplishments

Employee Benefits Account Executive

Hub International Insurance Brokers

Jan 2024 - Jan 2026 (2 years)

Acted as day-to-day contact for corporate clients on group benefits and specialty insurance programs, coordinating with carriers and internal teams to design and implement coverage programs. Grew portfolio revenue by double digits through proactive client engagement and cross-selling.

Group Benefits Insurance Program Management Client Services Cross Selling Carrier Coordination Plan Configuration Renewals Commercial Lines Personal Lines

Personal Lines Advisor

Hub International Insurance Brokers

Jan 2023 - Jan 2024 (1 year)

Provided concierge-level client support through proactive outreach and annual review calls, managing high volumes of service requests. Designed customized insurance programs for clients with complex personal and financial assets.

Client Services Insurance Program Management Risk Management Referral Generation Communication Skills

Financial Security Advisor

Canada Life Assurance Ltd.

Jan 2019 - Jan 2023 (4 years)

Delivered wealth management strategies covering investments, portfolio planning, retirement, and insurance for individual, high-net-worth, and business-owner clients. Consistently exceeded sales targets and led client seminars and financial literacy workshops.

Wealth Management Investment Retirement Planning Insurance Client Seminars Financial Literacy Sales

Mortgage Manager

National Bank of Canada

Jan 2017 - Jan 2019 (2 years)

Structured tailored credit and lending solutions for retail and SME clients, balancing risk management with client needs. Streamlined credit assessment and documentation processes, reducing approval turnaround times and improving accuracy.

Credit Assessment Lending Risk Management Process Improvement Referral Generation