Account Assistant, Private Client Group

6 months ago

Toronto, 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

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 Office Administration & Clerical

**Required Experience**: 1-2 years of relevant experience

**Required Travel**: Negligible

**Required Education**: Diploma

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