Commercial Lines Account Assistant, Real Estate

2 months ago


Toronto, Canada HUB International Full time

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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