Account Associate, Private Client Group

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

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.

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