Insurance Advisor, Complex Risk
Job Summary
Who We Are
We are BCs 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 Were Looking For
We are seeking an experienced and service-oriented Commercial Insurance professional to join our team to help in managing an established core book of first-generation accounts along with exciting new business opportunities - encompassing multi-national cross-border and a wide variety of types of business and coverage lines. You will be working directly with the team that originated and continues to grow this book of business meaning that you are the type of person who wants to work with people who like to work hard and strive for excellence.
Requirements
Insurance experience preferably 5 years within a commercial capacity
Level 2 General Insurance License
Recognized industry certification preferred (CAIB CIP CRM BCIT Risk Management)
Works independently without supervision
Exceptional written and verbal communication skills
Superior client service presentation and interpersonal skills
Demonstrated ability to explain and document sophisticated insurance coverage solutions clearly and professionally
Strong attention to detail and accuracy
Service-driven with a client-first mindset
Intermediate to advanced MS Office knowledge with focus on Excel PowerPoint and Word
Strong sense of urgency when handling accounts highly organized proactive and capable of managing multiple priorities
A people person you work to provide superior client service while working collaboratively with your team and markets
A Day in the Life
Manage and service a portfolio of large commercial insurance accounts
Build and maintain strong professional relationships with both clients and insurance markets
Demonstrates strong technical insurance knowledge of coverage with an ability to provide clients with expert guidance on complex commercial insurance coverage and respond to sophisticated coverage inquiries.
Delivers exceptional customer experience to internal and external customers. Liaises with Client Account Executive/Account Manager and Markets
Follows Hub Service Guidelines
Demonstrates commitment to teamwork and collaboration by supporting Account Executive/Account Manager and Marketer with all aspects of servicing commercial accounts including support of marketing/broking efforts
Acts as primary Customer Service Contact in absence of Account Executive or Account Manager
Responds to customer requests directly (or indirectly from Account Executive or Account Manager) submitting information to appropriate insurance companies and binding coverage where appropriate
Participates in formal account reviews and Critical Path meetings; working diligently to provide value-added services for clients and follow up on action items required by Producer Marketer or Servicer
Collect data from the client create an expert submission in EPIC and a rate sheet to be presented identify coverage gaps negotiate suitable rates and coverages with company underwriters present Account Executives/Account Managers with best programs and bind coverage.
Prepares proposals customer correspondence certificates and invoices
Prepares cover notes on accounts marketed
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
instructions to marketing team and related information
Assists Account Executive/Account Manager with managing and collecting Account Receivables
Reviews and manages Account Reconciliation working with Accounting Team
Coaches and mentors new team members
Reviews and prioritizes all assigned tasks daily 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
Continues professional development to enhance skills and abilities
Participates in training to obtain CE credits to maintain License
Obtain License in other provinces or territories as required to service clients
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
The expected salary range for this position is $60000 to $90000 and will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions 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
We are looking for SELF-STARTERS with an ENTREPRENEURIAL mindset who will take OWNERSHIP of their business
We want you to be INNOVATIVE and open to sharing your ideas
You work with URGENCY while providing a high level of PROFESSIONAL SERVICE towards our customers communities & colleagues.
You are a TEAM PLAYER who positively impact those around them; We MOTIVATE each other to GROW TOGETHER
You work with a high degree of INTEGRITY and ACCOUNTABILITY
If this sounds like a place you want to be or want to talk to us about the role and opportunities contact us or apply now. To find associated positions at our HUB simply search myHUBbc as a keyword in the search bar on our careers page!
Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: No Travel RequiredWe 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. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
Unclear Seniority
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.