Commercial Lines Account Assistant
1 month ago
About The Role
This position includes working on a book of business in a supportive team and management environment in which knowledge is shared and development encouraged
What You’ll Do
Executing insurance certificates, auto liability slips, binders, statements of values, proposals, and processing of client documents (endorsements and policies) within timelines aligned with established service standards
Maintaining an effective abeyance system aligned with established service standards
Setting up clients and prospects into brokerage management system Epic and Certificate Exchange
Loading Policy and Underwriting Information into Epic
Updating rate/premium histories and premium comparisons; calculation of PST, Invoicing, processing of journal entries, execution of premium finance forms, collection of aged receivables, as required, and correction of commission differences
Maintaining and updating the Summary of Insurance (update as policy changes occur and at renewal)
Answering client queries, communicating with insurance companies
Assisting clients with Certificate Exchange
Updating claims history on summaries
Providing support where required and performing all other duties as assigned
Qualifications and expertise that pave the way for Success
Post-Secondary education or commensurate work experience.
RIBO Licensed or in progress
1-2 years of insurance account experience
**Proficient in Microsoft Office**: Word, Excel, and Outlook
Experience on Epic broker management system desired
Strong organizational, time and client management skills
**Effective communication skills**: verbal and written
Strong team player
Proactive and customer focused approach
Strong initiative and follow up skills
Elevate Your Career with HUB International
**Your Advancement and Well-being**: Our Priority
At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB family:
Engage in a rewarding work environment that recognizes your contributions through a competitive pay structure, inclusive of incentives, bonuses, and additional earning opportunities.
Benefit from flexible working arrangements and generous time-off policies designed to accommodate your lifestyle.
Enjoy a comprehensive benefits package, including company-matched RRSPs, tailored to meet your personal and family needs.
Grow with HUB through sponsored training and development programs, along with tuition reimbursement opportunities to fuel your career advancement.
Receive reimbursements for professional license fees and membership dues, underscoring our commitment to your professional growth.
Avail of special discounts on events, travel, accommodations, and personal home & auto insurance, enhancing your HUB experience.
**Diversity, Equity, and Inclusion**: Our Commitment
HUB International is steadfast in its commitment to fostering a diverse, equitable, and inclusive work environment. We celebrate the unique backgrounds and perspectives of our employees, ensuring all voices are heard and valued. Our selection process is meticulously designed to be accessible to everyone, and we encourage you to reach out if you require any assistance or accommodation during the recruitment phase. At HUB, equal opportunity is not just a policy; it’s the cornerstone of our culture.
**Service**: Our Ethos
Service is the essence of our identity at HUB International. This commitment extends beyond our clients to our employees and the communities we serve. Each of our regional offices is deeply involved in local causes, embodying our dedication to making a tangible difference. Join us and be part of a team that not only advances professionally but also contributes positively to society.
At HUB, your career is poised for greatness. Welcome to a world where your skills are valued, your professional growth is paramount, and your contribution makes a lasting impact.
\#LI-hybrid
\#LI-DH
Department Account Management & Service
**Required Experience**: 1-2 years of relevant experience
**Required Travel**: No Travel Required
**Required Education**: Diploma
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