Client Care Representative

2 months ago

Courtenay, Canada HUB International Full time

Hi, we’re HUB

We are proud to be ranked 5th among the world’s largest insurance brokerages where we advise businesses and individuals on how to reach their goals. 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

**What you will do**:
Assist producer and marketer with all aspects of servicing commercial accounts

Meet existing clients’ needs and process documentation (Certificates of Insurance, Cover Notes, Renewals, Proposals, Endorsements, In-House Policies, Invoicing, Finance Contracts, Customer Correspondence)

Review and ensure accuracy of policy documentation from insurers before forwarding to the client

Contact clients for renewal information

Take client calls and answer questions regarding coverages, accept and process online quotes

Negotiate with insurers on coverage and price so as to best meet the needs of the client in conjunction with the producer

Update client information as changes occur

Answer account related questions/requests from clients, lawyers, and banks

Provide policy and coverage information to clients upon request or inquiry

Will be assigned some mínimal, but regular duties to help support the floater position

**What you will bring**:
Level 2 Insurance License or willingness to obtain

Self-motivated with a strong sense of urgency

Motivated to help support a diverse team and contribute in a team environment

Minimum of one year commercial insurance experience as an Insurance Advisor

Pro-active and a self-starter with a keen attention to detail

Strong customer service focus with the ability to deliver positive client experiences and meet their desired needs

Demonstrated ability to communicate (written and verbal), present and influence credibly and effectively at all levels of the organization

Works well in a fast paced, client-focused environment

Proficiency in Microsoft Word, Excel, and Outlook

Industry designation an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma - BCIT)

The employment offer is contingent upon completion of a successful background check.

Why Join HUB?

An exceptional and welcoming company culture.

Excellent compensation, benefits, RRSP match and company perks.

Paid educational training and vast learning opportunities.

Room for advancement and growth within the organization.

A company that gives back and is active in the community.

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 customers, communities and colleagues.

\#LI-POST

Department Sales

**Required Experience**: 1-2 years of relevant experience

**Required Travel**: No Travel Required

**Required Education**: High school or equivalent

Hi, we’re HUB.

In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.

When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.

And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

About HUB International

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