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Commercial Insurance Associate

2 months ago


Kelowna, British Columbia, Canada 019986 Hub International Canada West ULC (Canada West) Full time
About the Role

We are seeking a highly motivated and detail-oriented Commercial Insurance Associate to join our team at HUB International Canada West ULC. As a key member of our commercial insurance team, you will be responsible for providing exceptional client service and support to our commercial clients.

Key Responsibilities
  • Assist producers and marketers with all aspects of servicing commercial accounts
  • Meet existing clients' needs and process documentation, including certificates of insurance, cover notes, renewals, proposals, endorsements, in-house policies, invoicing, finance contracts, and customer correspondence
  • Review and ensure accuracy of policy documentation from insurers before forwarding to the client
  • Contact clients for renewal information
  • Take client calls and answer questions regarding coverages, accept and process online quotes
  • Negotiate with insurers on coverage and price to best meet the needs of the client in conjunction with the producer
  • Update client information as changes occur
  • Answer account-related questions/requests from clients, lawyers, and banks
  • Provide policy and coverage information to clients upon request or inquiry
Requirements
  • Level 2 Insurance License or willingness to obtain
  • Self-motivated with a strong sense of urgency
  • Motivated to help support a diverse team and contribute in a team environment
  • Minimum of one year commercial insurance experience as an Insurance Advisor
  • Pro-active and a self-starter with a keen attention to detail
  • Strong customer service focus with the ability to deliver positive client experiences and meet their desired needs
  • Demonstrated ability to communicate (written and verbal), present and influence credibly and effectively at all levels of the organization
  • Works well in a fast-paced, client-focused environment
  • Proficiency in Microsoft Word, Excel, and Outlook
  • Industry designation an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma – BCIT)
What We Offer
  • A competitive salary range of $50,000.00 to $75,000.00, depending on experience and location
  • A comprehensive benefits package, including extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses and commissions
  • A dynamic and supportive work environment with opportunities for growth and development
  • A company culture that values entrepreneurship, integrity, teamwork, accountability, and service
About HUB International Canada West ULC

HUB International Canada West ULC is a leading insurance brokerage firm that provides a wide range of insurance and risk management solutions to individuals, families, and businesses. We are proud to be ranked 5th among the world's largest insurance brokerages and are committed to delivering exceptional client service and support.

We are a company that values education and continuous learning, and we will assist you along your career development path. We provide HUB Ready training for new employees, as well as financial support for licensing, industry designations, management & leadership development, and other related courses, designations or programs.

Our vision is to be everywhere risk exists – today and tomorrow. Helping protect what matters most. Our mission is to protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow, and make a difference in their communities.