Personal Insurance Account Assistant

3 weeks ago

Oakville, 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 Assemble and create application packages for new business on behalf of Sharp producers 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 Maintain Shared inbox for Digital products, new business applications and manual invoicing carriers 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

Why 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.

At HUB, we celebrate diversity, equity, and inclusion. We are committed to creating an environment where all our employees feel valued and empowered. In this light, we've designed our selection process to be accessible to everyone. We encourage you to let us know if you need any assistance or accommodation during the recruitment process. We believe in providing every candidate with an equal opportunity to succeed and thrive in our inclusive work environment.

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-AW

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: No Travel Required

Required Education: Diploma

  • Property and Casualty Insurance Agent

    3 days ago

    Oakville, Ontario, Canada Eric Gruscyk Insurance Agency Full time

    The person in this position contacts and assists clients in order to sell property and casualty insurance products offered by my agency.Main responsibilitiesUpon receiving a call, assists client by applying changes, cancellations and updates to the contract, taking care to meet the client's needs effectively, while advising and educating in order to ensure...

  • Insurance Account Representative

    2 weeks ago

    Oakville, Canada Vince Ippolito Insurance & Financial Services Full time

    We are an Independently owned Agency and have been recognized as one of the top performing Desjardins Agencies in Canada. We hire people who use their skills and passion at work because our customers deserve to interact with us at our best. They trust us to help and understand what they are going through, and we take pride in coming through for them. If you...

  • Property and Casualty Insurance Agent

    3 days ago

    Oakville, Canada Eric Gruscyk Insurance Agency Full time

    The person in this position contacts and assists clients in order to sell property and casualty insurance products offered by my agency.Main responsibilitiesUpon receiving a call, assists client by applying changes, cancellations and updates to the contract, taking care to meet the client's needs effectively, while advising and educating in order to ensure...

  • Property and Casualty Insurance Agent

    3 weeks ago

    Oakville, Canada Eric Gruscyk Insurance Agency Full time

    The person in this position contacts and assists clients in order to sell property and casualty insurance products offered by my agency. **Main responsibilities** - Establishes personalized telephone contact with the client. Creates a climate of trust conducive to the sale of a home or auto insurance policy. Educates and advises our clients on our products,...

  • Property and Casualty Insurance Agent

    3 weeks ago

    Oakville, Canada Eric Gruscyk Insurance Agency Full time

    The person in this position contacts and assists clients in order to sell property and casualty insurance products offered by my agency. Main responsibilitiesUpon receiving a call, assists client by applying changes, cancellations and updates to the contract, taking care to meet the client's needs effectively, while advising and educating in order to ensure...

  • Personal Lines Account Manager, Retail

    4 weeks ago

    Oakville, Canada HUB International Full time

    About The Role HUB International’s Personal Insurance department continues to grow, and we are currently looking for a strong, hands-on Account Manager. This is an ideal role for someone who brings a strong Personal Insurance Broker background, a customer-focused approach that supports growth and retention, and the ability to deliver excellent client...

  • Accounts Receivable Assistant

    3 days ago

    Oakville, Canada VAC Developments Ltd Full time

    **Job description** VAC Developments is a Canadian Aerospace and Defense Manufacturing Company located in Oakville. We are currently seeking **Accounts Receivable Assistant** to join our accounting team. This position is responsible for posting cash receipts and adjustments, following up and collections of assigned accounts receivables, and interacting with...

  • Personal Insurance Operations Internship

    4 weeks ago

    Oakville, Canada The Travelers Companies, Inc. Full time

    - Who Are We? - Solid reputation, passionate people and endless opportunities. That’s Travelers. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy and a workplace in which you truly can make a difference. -...

  • Accounting Assistant

    4 weeks ago

    Oakville, Canada VAC Developments Ltd Full time

    VAC Developments is a Canadian Aerospace and Defense Manufacturing Company located in Oakville. We are currently seeking someone to join our Accounting team. **RESPONSIBILITIES** - Process accounts and incoming payments in compliance with financial policies and procedures. - Reconcile the internal records with banks’ and customs’ statements. - Perform...

  • Accounting Clerk

    3 days ago

    Oakville, Canada J.Lockwood Leasing Ltd Full time

    '''Duties:''' - Assist with accounts payable and accounts receivable functions - Prepare and process invoices, purchase orders, and expense reports - Reconcile bank statements and credit card transactions - Maintain accurate and up-to-date financial records - Assist with data entry and maintenance of financial transactions - Support other department with...

  • Accounting/payroll Assistant

    3 days ago

    Oakville, Canada BSA Wiberg Full time

    **Payroll Assistant** BSA Wiberg is a fast-growing, Oakville, ON-based company that provides a complete end-to-end payroll solution to the food service industry. We are looking for an experienced Payroll Assistant to join our team and help us grow. **Responsibilities** - Assisting payroll manager in processing biweekly payroll (approximately 70 employees,...

  • Accounting Clerk

    5 days ago

    Oakville, Canada O'Connor MacLeod Hanna Full time

    **O'Connor MacLeod Hanna LLP** O'Connor MacLeod Hanna LLP is a sixteen lawyer, full-service law firm, with a well - established practice located in the heart of Halton Region. We proudly provide a friendly, team-oriented working environment for our lawyers and staff. Our commitment to providing excellent client service and our strong involvement in our...

  • Administrative Assistant

    3 days ago

    Oakville, Canada Min-Chem Canada Inc Full time

    Administrative assistant for various departments within the organization including but not limited to: - Customer Service / Order Desk - Accounts Payable / Accounts Receivable - Inventory Analysis - Switchboard Relief **Job Types**: Full-time, Permanent Pay: $45,000.00-$55,000.00 per year **Benefits**: - Dental care - Disability insurance - Extended...

  • Accounting Clerk

    3 days ago

    Oakville, Canada Genesus Inc Full time

    Genesus, Inc., a growing international business, operating in all major swine markets around the world, is seeking a highly motivated person to join our head office team located in Oakville, Mb. - **Classification**:_ Full time - **Location**:_ Oakville, Manitoba. - **Responsibilities**_ - **Qualifications & Experience**_ One year of experience in related...

  • Accounting Assistant

    6 days ago

    Oakville, Canada Total Tech Pools and Leisure Full time

    Total Tech Pools and Leisure has enjoyed continued growth since 1991, we are dedicated to providing quality service to all our customers. Currently we are looking to expand our accounting department with an Accounting Assistant. Accounting Assistants are responsible for general administrative work, A/P, A/R. Our number one priority is our team’s safety,...

  • Accounts Receivable Assistant

    4 weeks ago

    Oakville, Canada VAC Developments Ltd Full time

    **VAC Developments** is a Canadian Aerospace and Defense Manufacturing Company located in Oakville. We are currently seeking **Accounts Receivable Assistant** to join our accounting team. This position is responsible for posting cash receipts and adjustments, following up and collections of assigned accounts receivables, and interacting with our internal...

  • Executive Assistant

    6 days ago

    Oakville, Canada S&A Partners Professional Corporation Full time

    This is an Executive Assistant role to two of the firm's partners whose work focuses primarily on financing and insurance. S&A Partners Professional Corporation and WCO Chartered Professional Accountants are our assurance and accounting-oriented Oakville and Guelph offices, respectively, with sister financing and insurance firms Toronto Fincap Ltd. and Life...

  • Junior Accounts Receivable

    7 days ago

    Oakville, Canada VAC Developments Ltd Full time

    **VAC Developments** is a Canadian **Aerospace and Defense Manufacturing Company**. Our Finance team is growing and it is an exciting time to join the team. If you have **1-2 years of experience in accounting or you just finished a Collage** and want to work for a company that aligns with your interests, we might be the place for you! We are looking for...

  • Account Manager

    6 days ago

    Oakville, Canada Go Logistics Inc Full time

    Responsibilities: - Manage and grow a portfolio of key accounts - Develop and maintain strong relationships with clients - Understand client needs and provide solutions to meet their objectives - Conduct market research and analyze industry trends to identify new business opportunities - Collaborate with cross-functional teams to ensure client satisfaction...

  • Pharmacy Assistant

    7 days ago

    Oakville, Canada Pharmex Direct Inc Full time

    We are looking for a Pharmacy Assistant to join our team! Pharmex Direct is a specialty pharmacy that prides ourself on providing outstanding service to patients, while maintaining a work-life balance. As the Pharmacy Assistant, you will be responsible for: - Packing pharmaceutical products as per seasonal protocols; - Working with each vendor’s shipping...