Personal Insurance Account Assistant

3 months ago

Oakville, Canada HUB International Full time

About The Role

We’re seeking a dynamic Personal Insurance Account Assistant 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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