Personal Lines Account Associate
3 weeks ago
About The Role
We’re seeking a dynamic Personal Insurance Account Associate to join our Personal Lines team. This is an ideal role for a strong team player who is detail-oriented, enjoys working with people, and a committed to delivering results on required deadlines. This role will require a flexible individual to adapt to the growth of the business.
What You’ll Do
New Business Processing on Carrier Partner Portals
Maintaining follow-up on activities in BMS
Prepare all letters and appropriate documents that relate to the above, as well as mail documents
Review and quality check documentation as it relates to the above
Reception backup when scheduled
Renewal, reissue, endorsements, cancellations, reinstatements, and New business reconciliation
Monthly Data clean-up and Weekly Expiry reports, eDoc check and past reports, renewal releases, and boat policies
Work with finance department and personal lines dept. to review and correct commission differences
Assist with monthly or weekly audits to confirm transactions are processed correctly
Other duties may be required
What You’ll Need for Success
Minimum One (1) year of customer service experience
Previous insurance experience or RIBO license an asset
A team player with a great attitude, self-motivation, and the ability to work in a fast-paced environment
Working knowledge of Applied Epic Business management system an Asset
Working knowledge of Microsoft Office products in MS Office specifically Outlook, Word, and Excel
**Strong interpersonal and communication skills**: written and verbal
Ability to work independently and in a team
Effective organizational skills and time management
Why Choose HUB?
What’s in it for you?
Your well-being is our priority, and we back this up with a wealth of benefits:
Enjoy a competitive pay structure that includes incentives, bonuses, and more ways to increase your earnings.
Balance your life with flexible work arrangements and generous time off.
Benefit from a comprehensive package tailored to your needs, including company-matched RRSPs.
Invest in your future with HUB-sponsored training and development programs. We even offer tuition reimbursement opportunities.
Rest easy with reimbursements for professional license fees and membership dues.
Avail special perks including discounts on events, travel, accommodations, and personal home & auto insurance.
For us, service is not just a value; it's our commitment. We uphold this commitment to our employees, clients, and communities. Each of our regional offices actively contributes to local causes, making a difference where it's needed most.
\#LI-hybrid
\#LI-AW
Department Account Management & Service
**Required Experience**: 1-2 years of relevant experience
**Required Travel**: No Travel Required
**Required Education**: Diploma
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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