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Commercial Sre Account Advisor
3 months ago
Hi, we're HUB - a network of doers with diverse stories and a shared goal to support our clients and communities.
To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a difference.
Where pushing ourselves forward helps us give more to others.When you partner with us, you're at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy - so you're ready for tomorrow.
The Opportunity
The primary functions of the Commercial SRE Account Advisor are to service existing clients in a manner that is professional, effective, and efficient.
Promptly responds to all clients, Account Executive, Commercial Account Advisor, Multiline Account Executive SRE inquiries in a courteous and efficient manner.
Reviews instructions from Account Executive, Commercial Account Advisor, Multiline Account Executive and prepares related documentation, processes renewal/new commercial business; evaluates; processes straightforward mid-term policy changes, and updates client file information in the Broker Management Software Systems ("BMS") and MPI's Duck Creek program.
Verifies with the Account Executive Account Executive, Commercial Account Advisor, Multiline Account Executive on the account prior to sending documentation to client.
Checks all incoming policy documentation for accuracy against what was ordered; requests and ensure required corrections are addressed, once reviewed with the Account Executive Account Executive, Commercial Account Advisor, Multiline Account Executive.
Ensures that invoicing is correctly sent and processed by CSI.
Maintains statements of value, equipment lists, loss payee lists and other spreadsheets on accounts. Has Account Executive Account Executive, Commercial Account Advisor, Multiline Account Executive review until proficient.
Sets activities for Account Executive Account Executive, Commercial Account Advisor, Multiline Account Executive to follow up on outstanding documentation such as signed endorsements, In house financing forms etc.
What you will bring to the role
- Completion of CAIB 1 and 2 (or first 3 CIP courses) is preferred.
Minimum 3 years' experience in SRE is preferred.
Preference for individuals currently handling SRE books of business.
Superior Customer Service Skills
Moderate practical knowledge working with BMS database.
Moderate practical knowledge working with MPI's Duck Creek program.
Ability to multi-task and interact in a professional manner with clients, colleagues, and operational functions.
Professional written and verbal communication skills
Good problem-solving skills and the ability to make the necessary decisions to move forward the work at hand.
Decision making; build a forward-thinking profit based department
Self-motivated with the ability to work independently under mínimal daily direction.
Conscientious, reliable, and pays attention to details.
Excellent time-management skills
Sound listening and concentration skills.
Proficient computer skills with Broker Management Software Systems; Excel and Word
Committed to ongoing professional development.
Why Join HUB?
An exceptional, welcoming, and inclusive company culture.
Excellent compensation, benefits, RRSP match, referral incentives, and company perks.
Work flexibility.
Paid educational training and vast learning opportunities.
Room for advancement and growth within the organization.
Paid day off for your birthday - we want to celebrate you
What makes us different than all the rest?
Our Vision:
To be everywhere risk exists - today and tomorrow. Helping protect what matters most.
Our Mission:
To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.
Our Core Values:
Entrepreneurship _:
_ We encourage innovation and educated risk-taking.
Integrity _:
_ We do the right thing every time.
Teamwork:
We work together to maximize results.
Accountability _:
_ We measure and take responsibility for outcomes.
Service:
We serve clients, communities, and colleagues.
Department Account Management & Service
Required Experience: 2-5 years of relevant experience
Required Travel:
No Travel Required
Required Education:
High school or equivalent
Hi, we're HUB.
In a rapidly chang
