Commercial banking Jobs in Windsor, ON

About The Role

We’re looking for an experienced Account Assistant to support the account management workflow. This role is ideal for a candidate with strong administrative support experience and proficiency in the EPIC broker management system.

This position involves working on a book of business within a supportive team and management environment where knowledge is shared and development is encouraged.

What You’ll Do

• Executing insurance certificates, auto liability slips, binders, statements of values, proposals, and processing of client documents (endorsements and policies) within timelines aligned with established service standards
• Maintaining an effective abeyance system aligned with established service standards
• Setting up clients and prospects in the brokerage management system Epic and Certificate Exchange
• Loading Policy and Underwriting Information into Epic
• 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
• Maintaining and updating the Summary of Insurance (update as policy changes occur and at renewal)
• Answering client queries, communicating with insurance companies
• Assisting clients with Certificate Exchange
• Updating claims history on summaries
• Providing support where required and performing all other duties as assigned

What You’ll Need for Success

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 Team :

Culture and Belonging : Our Commitment

At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where all voices are welcomed and respected. If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know—we’re here to support you. At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are.

Service : Our Ethos

At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we’re proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.

When you join HUB, you’ll find more than just a career—you’ll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.

LI-hybrid

Department Account Management & ServiceRequired Experience : 1-2 years of relevant experienceRequired Travel : Negligible

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

J-18808-Ljbffr