Commercial Lines Account Assistant, Real Estate
2 months ago
About The Role
HUB International in Toronto, Ontario is currently looking for a motivated Insurance Account Assistant to support the account workflow for our growing Real Estate Practice. This is an ideal role for an organized individual with strong administrative support experience.
What You’ll Do
Executing insurance certificates, binders, proposals, and processing of client documents i.e. endorsements and policies
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 Summary of Insurance (update as policy changes occur and at renewal)
Answering client queries and communicating with insurance companies
Inputting data and setting up electronic client and prospect screens to Epic
Maintaining effective abeyance system
Maintaining filing system and set up of client files
Printing and distributing renewal list for the Account team at least 90 days before renewal
Print and distribute accounts receivable reports
Update claims history on summaries
What Y ou’ll Need for Success
Post-Secondary Education or commensurate work experience;
Willing to obtain RIBO License
1-2 years of commercial insurance account experience desired
**Proficient in Microsoft Office**: Word, Excel, and Outlook
Previous experience with insurance management systems i.e. Epic, TAM etc. preferred.
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
Wh y 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-HS
Department Account Management & Service
**Required Experience**: 1-2 years of relevant experience
**Required Travel**: No Travel Required
**Required Education**: Diploma
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