Personal Lines Account Associate, Private Client Group
Personal Lines Account Associate, Private Client Group
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Job Description
About The Role
We are seeking a dedicated and detail-oriented Account Associate to join our Private Client Group in Toronto. Supporting a portfolio of high-net-worth personal lines insurance clients this role requires exceptional organizational and client service skills a strong understanding of personal property and casualty insurance and the ability to work collaboratively in a fast-paced client-focused environment. This is an ideal opportunity for someone with a technical mindset and systems proficiency looking to deepen their experience in a prestigious and dynamic segment of personal insurance.
What Youll Do
File and Data Management:
Maintain organized digital and physical files in accordance with HUB compliance and file retention standards.
Enter and update client and policy data in the broker management system (Applied EPIC or similar).
Prepare files for archival or audit as needed
Client Communication and Support:
Support the issuance and processing of submissions binders policies and endorsements.
Ensure timely management of account abeyances expiry dates and renewal documentation.
Conduct policy reviews for accuracy completeness and compliance.
Coordinate with carriers and underwriters for quotes and policy terms
Policy and Account Management:
Accurately calculate provincial taxes and prepare premium finance quotes.
Conduct detailed policy proofing and fact-checking.
Manage account receivables and track invoicing.
Oversee abeyances expiry dates and ensure timely issuance of submissions binders summaries and policies.
Administrative and Operational Support:
Handle third-party requests for policy information and certificates.
Run reports and support operational tasks such as expiration tracking and producer reporting.
Conduct internet-based research related to client needs market changes or risk trends.
What Youll Need for Success
Valid RIBO license Required
12 years of experience in personal lines insurance.
Knowledge of property and casualty insurance preferably within high-net-worth personal lines.
Proficiency in Microsoft Office (Word Excel including pivot tables Outlook PowerPoint).
Experience with Applied EPIC or similar broker management systems.
Strong organizational skills with a keen attention to detail and ability to manage competing priorities.
Self-starter with excellent time management and the ability to work independently and as part of a team.
Client-centric approach with strong communication and interpersonal skills.
Experience in market negotiations or underwriting liaison is considered an asset.
Elevate Your Career with HUB International
Choosing HUB International means aligning your career with the premier insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker worldwide. 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: in it for you
Your well-being is our priority and we back this up with a wealth of benefits:
Enjoy a competitive pay structure that includes incentives bonuses and more ways to increase your earnings.
Balance your life with flexible work arrangements and generous time off.
Benefit from a comprehensive package tailored to your needs including company-matched RRSPs.
Invest in your future with HUB-sponsored training and development programs. We even offer tuition reimbursement opportunities.
Rest easy with reimbursements for professional license fees and membership dues.
Avail special perks including discounts on events travel accommodations and personal home & auto insurance.
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.
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Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: NegligibleWe 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:
IC
Employment Type
Full-Time
