Commercial Lines Account Assistant, Mid-Market

About The Role

Were 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 EPIC broker management system.

This position includes working on a book of business in a supportive team and management environment in which knowledge is shared and development encouraged!

What Youll 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 into brokerage management system Epic and Certificate Exchange
• Loading Policy and Underwriting Information into Epic
• Updating rate/premium histories and premium comparisons; Invoicing 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
• Claims reporting and follow ups.
• Updating claims history on summaries
• Providing support where required and performing all other duties as assigned
• Acting as backup reception coverage where required.

What Youll Need for Success

• Post-Secondary education or commensurate work experience.
• RIBO Licensed or in progress
• 1-2 years of insurance account experience
• Proficient in Microsoft Office: Word Excel and Outlook
• Experience on Epic broker management system desired
• 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

Elevate Your Career with HUB International

Advancement and Well-being: Our Priority

At HUB we place immense value on the well-being and professional development of our team. Heres what you can look forward to as part of the HUB Team:

• Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
• Professional Growth: Advance your career with HUB-sponsored training programs tuition reimbursement and other development opportunities tailored to help you succeed.
• Industry Support: Benefit from reimbursements for professional licensing and membership fees reflecting our investment in your expertise.
• Exclusive Perks: Enjoy special discounts on events travel accommodations and personal home & auto insurance making your HUB experience even more rewarding

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 were 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 youll find more than just a careeryoull become part of a team where your skills are valued your growth is encouraged and your contributions have a lasting impact.

The expected salary range for this position is$42000-$47000 and will be impacted by factors such as the successful candidates skills experience andworking location as well as the specific positions business line scope and level. HUBInternational is proud to offer comprehensive benefit and total compensation packages whichcould include extended health benefits disability insurance RRSP matchingpaid-time-off benefits and eligible bonuses and commissions for some positions.

AI and Automation Notice: HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates all decisions are made through human review.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

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Required Experience:

Junior IC

Employment Type : Full-Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 42000 - 47000