Talent.com
Insurance Advisor, Commercial
Insurance Advisor, CommercialHUB International • Vancouver, Metro Vancouver Regional District, CA
Insurance Advisor, Commercial

Insurance Advisor, Commercial

HUB International • Vancouver, Metro Vancouver Regional District, CA
Il y a 4 jours
Type de contrat
  • Temps plein
Description de poste

Overview

Who We Are We are BC’s largest Insurance Broker and looking for individuals to grow with us. A career at HUB means your career opportunities are endless. From auto, personal or commercial lines, claims, employee benefits, administration, to becoming a full-time producer or account manager, we have a role for you. Our culture is renowned within the industry, and we value our people. Helping our clients protect what matters most is crucial to who we are, and we are on the lookout for those who share the same passion.

What We’re Looking For As an Insurance Advisor in our Commercial Division, you will work closely with a team of Producers and Marketers on our Commercial Accounts. We are seeking an individual with superior attention to detail to join our Burnaby Still Creek head office location in a full-time position.

Our Burnaby Still Creek head office location is centrally located in the Willingdon Business Park near Brentwood Town Centre. This location is easily accessible by the Gilmore sky train station with many shops, restaurants and other amenities nearby.

As a successful candidate you will possess the following characteristics :

  • Strong sense of urgency and motivation to support your team
  • Pro-active and a self-starter
  • Excellent client service and interpersonal abilities
  • Experience working in a fast-paced environment

Responsibilities

  • Delivers exceptional customer experience to internal and external customers
  • Demonstrates good technical insurance knowledge of coverages
  • Follows Hub Service Guidelines
  • Demonstrates commitment to teamwork by supporting Account Executive / Account Manager and Marketer with all aspects of servicing commercial accounts
  • Acts as primary Customer Service Contact in the absence of Account Executive / Account Manager
  • Responds to customer requests directly (or indirectly from Account Executive / Account Manager), submits information to appropriate insurance companies and binds coverage where appropriate
  • Attends Critical Path meetings; follows up on action items required by Account Executive / Account Manager, Marketer or Servicer
  • Prepares proposals, rate sheets, customer correspondence, certificates, and invoices as per agency standards
  • Prepares cover notes on accounts marketed by production team
  • Processes all documentation according to Hub workflows
  • Certificates of Insurance
  • Cover notes
  • Summaries and Proposals
  • New Business, Renewals and Endorsements
  • Premium Finance contracts
  • Invoicing
  • Attaches all documentation into EPIC
  • client instruction and bind orders
  • instruction to marketing team and related information
  • Assists Account Executive / Account Manager with managing Account Receivables
  • Reviews and manages Account Reconciliation with Accounting Team
  • Reviews and prioritizes all assigned tasks on a daily basis including company mail, emails, abeyances / activities
  • Maintains accuracy of electronic files that may be housed in EPIC, Policy Works, Certificate Exchange, CSR24 and physical files as per agency standards
  • Reviews and ensures accuracy of policy documentation from insurers
  • Continues professional development in order to develop skills and knowledge
  • Protects HUB from E&O
  • Other duties and responsibilities as assigned
  • Qualifications

  • Level 2 General Insurance License
  • 2-3 years of experience in the Commercial Division
  • Excellent customer service skills
  • Strong attention to detail and accuracy
  • Thrives in a fast paced environment
  • Intermediate proficiency in Microsoft Word, Excel, and Outlook
  • Typing speed of at least 55 wpm
  • Acts as a liaison between client, Account Managers, Account Executives and Marketers
  • 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
  • Asset Experience That Will Make You Stand Out

  • Industry designation (CIP, CAIB, CRM, General Insurance & Risk Management Diploma – BCIT)
  • Accounting experience
  • EPIC, Policy Works, CSR24 and Certificate Exchange experience
  • A Day in the Life

  • Delivers exceptional customer experience to internal and external customers
  • Demonstrates good technical insurance knowledge of coverages
  • Follows Hub Service Guidelines
  • Demonstrates commitment to teamwork by supporting Account Executive / Account Manager and Marketer with all aspects of servicing commercial accounts
  • Acts as primary Customer Service Contact in the absence of Account Executive / Account Manager
  • Responds to customer requests directly (or indirectly from Account Executive / Account Manager), submits information to appropriate insurance companies and binds coverage where appropriate
  • Attends Critical Path meetings; follows up on action items required by Account Executive / Account Manager, Marketer or Servicer
  • Prepares proposals, rate sheets, customer correspondence, certificates, and invoices as per agency standards
  • Prepares cover notes on accounts marketed by production team
  • Processes all documentation according to Hub workflows
  • Attaches all documentation into EPIC
  • Assists Account Executive / Account Manager with managing Account Receivables
  • Reviews and manages Account Reconciliation with Accounting Team
  • Reviews and prioritizes all assigned tasks on a daily basis
  • Maintains accuracy of electronic files that may be housed in EPIC, Policy Works, Certificate Exchange, CSR24 and physical files as per agency standards
  • Reviews and ensures accuracy of policy documentation from insurers
  • Continues professional development in order to develop skills and knowledge
  • Protects HUB from E&O
  • Other duties and responsibilities as assigned
  • Where This Can Take You

    We invest in our employees! We offer hands-on coaching and mentorship, alongside extensive sales training to ensure you succeed, today and tomorrow. Your journey with HUB can open doors to a diverse, rewarding career within the insurance industry and beyond.

    What We Offer

  • Competitive compensation
  • Company matching RRSP contributions
  • Tuition financing and career-related training and development
  • Customizable flexible benefits options for you and your family
  • Mental and physical wellness initiatives
  • A positive, collaborative and team-oriented environment
  • Ongoing personal and career development
  • If this sounds like a place you want to be or want to talk to us about the role and opportunities, contact us / apply now.

    Salary : The expected salary range for this position is $55,000 to $75,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

    Our Culture Starts with You

  • SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business
  • INNOVATIVE and open to sharing your ideas
  • Work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers, communities, & colleagues
  • TEAM PLAYER who positively impacts those around them; MOTIVATE each other to GROW TOGETHER
  • High integrity and ACCOUNTABILITY
  • To find associated positions at our HUB simply search myHUBbc as a keyword in the search bar on our careers page!

    Department : Account Management & Service

    Required Experience : 2-5 years of relevant experience

    Required Travel : No Travel Required

    Accessibility : We strive to make this website accessible to all users. For accessibility or accommodation requests, contact HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only.

    #J-18808-Ljbffr

    Créer une alerte emploi pour cette recherche

    Insurance Advisor Commercial • Vancouver, Metro Vancouver Regional District, CA

    Offres similaires
    Member Advisor I — Financial Guidance & Growth

    Member Advisor I — Financial Guidance & Growth

    Vancity Group • Vancouver
    Temps plein +1
    A leading credit union is seeking a dedicated Account Manager I to join their Kerrisdale Community Branch in Vancouver.This full-time, permanent role emphasizes providing exceptional customer servi...Voir plus
    Dernière mise à jour : il y a 4 jours • Offre sponsorisée
    Business Development Advisor - PL#67561

    Business Development Advisor - PL#67561

    Peter Lucas • Vancouver
    Temps plein
    As a Business Development Advisor, you will lead the company's growth initiatives by identifying and pursuing new business opportunities while nurturing relationships with existing clients.The role...Voir plus
    Dernière mise à jour : il y a 4 jours • Offre sponsorisée
    Commercial & Claims Lead

    Commercial & Claims Lead

    Mace • Vancouver
    Temps plein +1
    At Mace, our purpose is to redefine the boundaries of ambition.We believe in creating places that are responsible, bringing transformative impact to our people, communities and societies across the...Voir plus
    Dernière mise à jour : il y a 4 jours • Offre sponsorisée
    Compliance & Market Conduct Advisor (Contract)

    Compliance & Market Conduct Advisor (Contract)

    LGM Financial Services • Vancouver
    Temps plein
    A national leader in automotive services is seeking a Compliance & Market Conduct Advisor to lead compliance initiatives and respond to regulatory needs. The role requires expertise in insurance sal...Voir plus
    Dernière mise à jour : il y a 4 jours • Offre sponsorisée
    Mortgage Advisor : Fast-Paced Growth, Bonuses & Mentorship

    Mortgage Advisor : Fast-Paced Growth, Bonuses & Mentorship

    Spring Financial • Vancouver
    Temps plein +1
    A dynamic financial technology company in downtown Vancouver is seeking a licensed mortgage agent to join their expanding team. The role involves processing applications, guiding clients, and liaisi...Voir plus
    Dernière mise à jour : il y a 4 jours • Offre sponsorisée
    Team Lead, Commercial Servicing

    Team Lead, Commercial Servicing

    Nesto • Vancouver, British Columbia, Canada, V7X 0A1
    Temps plein
    Team Lead, Commercial Servicing.CMLS Financial, one of Canada’s largest Commercial lenders, is looking for a Team Lead, Commercial Servicing to join our growing team. The Team Lead, Commercial Servi...Voir plus
    Dernière mise à jour : il y a plus de 30 jours
    Advisor, Personal Insurance (New Business)

    Advisor, Personal Insurance (New Business)

    Waypoint • Vancouver
    Temps plein
    Advisor, Personal Insurance (New Business).Be among the first 25 applicants.Direct message the job poster from Waypoint.The Advisor, Personal Insurance plays a crucial role in responding to inbound...Voir plus
    Dernière mise à jour : il y a 4 jours • Offre sponsorisée
    Compensation Advisor

    Compensation Advisor

    QuadReal Property Group • Vancouver
    Temps plein
    QuadReal Property Group is a global real estate investment, operating and development company headquartered in Vancouver, British Columbia. Its assets under management are $94 billion.From its found...Voir plus
    Dernière mise à jour : il y a 4 jours • Offre sponsorisée
    Automotive Product Advisor | Commission, Growth & Training

    Automotive Product Advisor | Commission, Growth & Training

    The Jim Pattison Auto Group • North Vancouver
    Temps plein
    An automotive dealership group in Metro Vancouver is seeking a driven Product Advisor.In this role, you will provide excellent customer service and guide guests through the vehicle inventory based ...Voir plus
    Dernière mise à jour : il y a 1 jour • Offre sponsorisée
    Insurance Officer II

    Insurance Officer II

    City of Vancouver • Vancouver
    Temps plein
    Located on the traditional, ancestral and unceded lands of the xʷməθkʷəy̓əm (Musqueam), Sḵwx̱wú7mesh Úxwumixw (Squamish), and səlilwətaɬ (Tsleil-Waututh) Peoples, Vancouver has a commitment to bec...Voir plus
    Dernière mise à jour : il y a 4 jours • Offre sponsorisée
    Remote Life Insurance Sales Opportunity – Build a Career with Purpose and Freedom

    Remote Life Insurance Sales Opportunity – Build a Career with Purpose and Freedom

    AO Globe Life- Wendy Martin • Vancouver, BC, CA
    Télétravail
    Temps plein
    Quick Apply
    Work From Anywhere – Build a Fulfilling Career in Remote Sales!.Imagine a career where you have the freedom to work from home (or anywhere), earn unlimited income, and make a real impact in p...Voir plus
    Dernière mise à jour : il y a plus de 30 jours
    Compensation Chief Advisor (Hybrid)

    Compensation Chief Advisor (Hybrid)

    National Bank • Edmonton, Montreal, Toronto, Vancouver
    Temps plein +2
    Edmonton, Montreal, Toronto, Vancouver .A career as a Practice Lead in Compensation at National Bank is an opportunity to embody leadership in your area of expertise while actively contributing to ...Voir plus
    Dernière mise à jour : il y a 23 jours
    Senior Benefits Client Advisor

    Senior Benefits Client Advisor

    TEEMA Solutions Group • Burnaby
    Temps plein
    A client-focused benefits management firm is seeking a Senior Client Service Representative in Burnaby, BC.This role involves serving as the primary contact for clients, managing benefits inquiries...Voir plus
    Dernière mise à jour : il y a 4 jours • Offre sponsorisée
    Remote Life Insurance Agent

    Remote Life Insurance Agent

    AO Globe Life • Vancouver, BC, CA
    Télétravail
    Temps plein
    Quick Apply
    Are you looking for a flexible, fulfilling career that allows you to work from home while making a real impact on families across North America?. AO, a leader in Globe Life Insurance Company’s...Voir plus
    Dernière mise à jour : il y a plus de 30 jours
    Territory Growth & Advisor Partnerships Specialist

    Territory Growth & Advisor Partnerships Specialist

    Société Financière Manuvie • Vancouver
    Temps plein
    Une entreprise de services financiers recherche un(e) Associé(e) au développement commercial à Vancouver.Ce rôle inclut la gestion des relations avec les conseillers, l'élaboration de plans d’affai...Voir plus
    Dernière mise à jour : il y a 4 jours • Offre sponsorisée
    Associate Insurance Advisor II

    Associate Insurance Advisor II

    Co-operators • Vancouver
    Temps plein
    Employment Type : Regular Full-Time.Language : This role operates in English.Additional Information : This / these role(s) is / are currently vacant. We are a leading Canadian financial services co-operati...Voir plus
    Dernière mise à jour : il y a 4 jours • Offre sponsorisée
    Life Insurance Account Manager

    Life Insurance Account Manager

    Stalwart Insurance Group • Vancouver
    Temps plein +1
    Stalwart Insurance Brokers Ltd.Stalwart) is a growing national life insurance brokerage with a focus on high-complexity client and business situations. Stalwart values excellence and entrepreneurial...Voir plus
    Dernière mise à jour : il y a 4 jours • Offre sponsorisée
    Junior Commercial Lines Underwriter — Hybrid (Vancouver)

    Junior Commercial Lines Underwriter — Hybrid (Vancouver)

    SPG Canada • Vancouver
    Temps plein
    A leading insurance company is seeking a Commercial Lines Junior Underwriter in Vancouver.This hybrid role involves managing broker relationships and conducting risk analysis for commercial insuran...Voir plus
    Dernière mise à jour : il y a 1 jour • Offre sponsorisée