Account Assistant, Commercial Insurance
Account Assistant, Commercial Insurance
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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 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 Youll Need for Success
- Post-Secondary education or commensurate work experience.
- RIBO Licensed is an asset but not required
- 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
Choosing HUB International means aligning your career with a premier insurance brokerage. Our expansive network powered by over 20000 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 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:
- Recognized Rewards: Thrive in a supportive environment that values your contributions with a competitive compensation package including incentives bonuses and additional earning opportunities.
- Work-Life Balance:Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
- Comprehensive Benefits:Access a robust benefits package including company-matched RRSPs designed to support you and your family.
- 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
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
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.
Department Account Management & ServiceRequired Experience: Less than 1 year 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.
Employment Type
Full-Time
