Personal Lines Account Assistant, Pcg

3 months ago

Toronto, Canada HUB International Full time

**About The Role**

Positioned at the heart of Toronto, our expanding team seeks a Personal Insurance Private Client Group - Account Assistant who’s eager to reshape the standards of high-net-worth engagements. Your expertise is the anchor to our VIP client narratives. This is more than just another job; it's an invitation to influence and drive customer excellence.

Forge meaningful connections, delve into the intricacies of premium insurance policies, and let your personality shine. It’s time to craft your imprint on HUB’s Private Client Insurance canvas.

**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 above
- Reception back up when scheduled
- Renewal, reissue, endorsements, cancellations, reinstatements, and New business reconciliation
- Monthly Data clean up and Weekly Expiry reports, eDoc check and Pastdue 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 processed correctly
- Other duties may be required

**Qualifications and expertise that pave the way for Success**
- High School Diploma
- 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

**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-AW

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: College diploma (3-year degree)

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