Job Information
Hub International Commercial Lines Account Assistant in Oakville, Ontario
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 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 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 into 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
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
Why Choose HUB?
Becoming a part of HUB means that you thrive in an entrepreneurial and fast-paced team environment supported by over 17,000 professionals in 500 offices across North America. We are the largest insurance brokerage in Canada and 5th largest global insurance & employee benefits broker. We provide a broad array of property, casualty, risk management, life and health, employee benefits, investment, and wealth management products, and services.
When you choose HUB, you're choosing a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit https://www.hubinternational.com/en-CA/about-us/.
What’s in it for you?
We’re committed to you and your well-being with a variety of benefits such as:
Competitive compensation package including additional ways to earn income beyond the basics of base pay (referral incentive programs, bonus eligibility, etc.)
A flexible hybrid environment and paid time off that allows for a work/life balance
A robust and flexible benefits options that cater to your individual needs with a company RRSP match
A commitment to your future via HUB-sponsored training, development & educational programs to enhance your industry knowledge and expertise, opportunities for tuition reimbursement
Reimbursement of license fees and professional membership dues
Employee discounts on automotive, electronic, consumer, educational, home security, travel, and home products
A Discount program for retail and travel coupons
Tools, resources, and programs for wellness, nutrition, and fitness
Service is one of our founding values – not an abstract concept but a commitment. We believe that no one deserves that commitment more than our employees, clients, and the communities in which we all live and work. Each Regional HUB office chooses a local organization or cause and develops a project that will make a difference where it’s needed, from fighting disease to working with families in need, to improving the lives of senior citizens and youth.
HUB is strongly committed to diversity, equity, and inclusion in the workplace. We strive to foster an environment where our employees feel valued, seen, and heard, enabling everyone to succeed. We endeavor to make the selection process accessible to any and all users. Assistance and/or accommodation are available by request for candidates taking part in the selection process.
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Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: Diploma
Hub International
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