Insurance Advisor Commercial Lines
Insurance Advisor Commercial Lines
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Job Description
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 fulltime 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
Our Commercial Insurance Division is seeking a detailoriented Insurance Advisor! Join us and make a positive impact on the team with your fresh ideas and unique perspective in this Full Time Permanent role.
Our Burnaby location is our head office and is centrally located in the Willingdon Business Park. This location is easily accessible by the Gilmore sky train station with many shops restaurants and other amenities nearby.
Responsibilities
- Delivers exceptional customer experience to internal and external customers
- Demonstrates good technical insurance knowledge of coverages
- Follows Hub Service Guidelines
- Demonstrates commitment to team work 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
- Level2 General Insurance License
- 23 years of experience in the Commercial Division
- Excellent customer service skills
- EPIC Policy Works CSR24 and Certificate Exchange experience an asset
- 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
- Industry designation an asset (CIP CAIB CRM General Insurance & Risk Management Diploma BCIT)
- Accounting experience is an asset
The expected salary range for this position is $55000 $75000 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 paidtimeoff benefits and eligible bonuses and commissions for some positions.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
