Account Assistant, Commercial Lines
3 days ago
HUB International’s vision is to be everywhere risk exists - today and tomorrow. Helping protect what matters most.
HUB International I Fenn & Fenn Insurance Practice in Newmarket is currently looking for a Commercial Lines Account Assistant to support the busy account workflow for our Construction Practice. This is an ideal role for someone with strong attention to detail, team and client oriented. Benefits of this position include working on a book of business in a supportive team and management environment in which knowledge is shared and development encouraged We offer a hybrid work structure (home and office). This role will be reporting to the Senior Vice President.
Choose a career with HUB International I Fenn & Fenn Insurance Practice and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and satisfaction. By joining HUB you will become part of rapidly growing company that offers significant opportunity for advancement and growth. HUB is a company where your contributions will make a difference.
**Primary Responsibilities**:
This role provides support to the account team. The primary responsibilities include:
Execution of insurance certificates, auto liability slips, binders, statement of values, proposals, and processing of client documents (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
Maintain/Update Summary of Insurance (update as policy changes occur and at renewal)
Answering client queries, communicating with insurance companies
Inputting data into computerized database and setting up electronic client and prospect screens in
Maintaining effective abeyance system
Maintaining filing system and set up of client files
Print and distribute renewal list to Account Manager and Account Associate at least 90 days before renewal
Print and distribute accounts receivable reports
Assist clients with online certificate system
Update claims history on summaries
Provide assistance where required and perform all other duties as assigned by Account Manager and Account Associate
**Qualifications and Experience**:
Post-Secondary education or commensurate work experience;
RIBO Licensed or willing to obtain within 3-6 months of employment
1-2 years of administrative support experience desired
Knowledge or experience in the construction industry an asset
**Proficient in Microsoft Office**: Word, Excel, and Outlook;
Strong aptitude to learn
Experience on TAM or similar insurance broker management systems.
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
**Core Values**:
Entrepreneurship - encouraging innovation and educate risk taking
Integrity - doing things right every time
Teamwork - working together to maximize results
Accountability - measure and take responsibility for outcomes
Service - serving customers, communities, and colleagues
HUB International offers a full spectrum of insurance and related services, including Property/Casualty, Home & Auto, Employee Benefits, Wealth Management and Risk Services, to a large and diverse client base. Internationally we are a leading insurance brokerage offering products and services with offices in Canada and the US. Take the first step toward creating a future that combines a diverse and challenging work environment in a rapidly growing company that offers significant opportunity for advancement and growth.
If you require assistance or accommodation during our recruitment process, please notify Human Resources so that we can review and consider how we may be able to assist you based on your individual needs.
\#LI-MB
Department Account Management & Service
**Required Experience**: 1-2 years of relevant experience
**Required Travel**: No Travel Required
**Required Education**: Diploma
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