Commercial Lines Account Assistant Professional Liability
Commercial Lines Account Assistant Professional Liability
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Job Description
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; calculation of PST Invoicing processing of journal entries 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
Qualifications and expertise that pave the way for Success
- PostSecondary education or commensurate work experience.
- RIBO Licensed or willing to obtain within 3 months of employment
- 12 years of admin experience preferably in the financial services industry (Insurance Banking etc.
- 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
Choosing HUB International means aligning your career with the premier insurance brokerage in Canada and the fifthlargest global insurance and employee benefits broker worldwide. Our expansive network powered by over 17000 dedicated professionals across 500 offices in North America sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision we invite you to explore: Advancement and Wellbeing: Our Priority
At HUB we place immense value on the wellbeing and professional development of our team. Heres what you can look forward to as part of the HUB family:
- Engage in a rewarding work environment that recognizes your contributions through a competitive pay structure inclusive of incentives bonuses and additional earning opportunities.
- Benefit from flexible working arrangements and generous timeoff policies designed to accommodate your lifestyle.
- Enjoy a comprehensive benefits package including companymatched RRSPs tailored to meet your personal and family needs.
- Grow with HUB through sponsored training and development programs along with tuition reimbursement opportunities to fuel your career advancement.
- Receive reimbursements for professional license fees and membership dues underscoring our commitment to your professional growth.
- Avail of special discounts on events travel accommodations and personal home & auto insurance enhancing your HUB experience.
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 knowwere here to support you. At HUB building an inclusive workplace isnt just part of what we doits at the heart of who we are.
Service: Our Ethos
Service is the essence of our identity at HUB International. This commitment extends beyond our clients to our employees and the communities we serve. Each of our regional offices is deeply involved in local causes embodying our dedication to making a tangible difference. Join us and be part of a team that not only advances professionally but also contributes positively to society.
At HUB your career is poised for greatness. Welcome to a world where your skills are valued your professional growth is paramount and your contribution makes a lasting impact.
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Department Account Management & ServiceRequired Experience: 12 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: DiplomaRequired Experience:
Unclear Seniority
Employment Type
Full-Time
