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About the Role
We are seeking 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 the EPIC broker management system. This position involves working on a book of business within a supportive team and management environment that encourages knowledge sharing and development.
Responsibilities
- 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; Invoicing, 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 and communicating with insurance companies
- Assisting clients with Certificate Exchange
- Claims reporting and follow ups
- Updating claims history on summaries
- Providing support where required and performing all other duties as assigned
- Acting as backup reception coverage where required
Requirements
- 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
Skills
- EPIC broker management system
- Microsoft Office: Word, Excel, and Outlook
- Organizational skills
- Time management skills
- Client management skills
- Communication skills
- Teamwork
- Proactive approach
- Customer focus
- Initiative
- Follow up skills
Location
- Canada
Work Type
- Full-time
Experience Level
- 1-2 years
Education Level
- Post-Secondary education or commensurate work experience
- RIBO Licensed is an asset
Salary/Compensations
- $43,000-$50,000
Benefits
- Flexible working arrangements
- Generous time-off policies
- HUB-sponsored training programs
- Tuition reimbursement
- Reimbursements for professional licensing and membership fees
- Special discounts on events, travel, accommodations, and personal home & auto insurance
- Extended health benefits
- Disability insurance
- RRSP matching
- Paid-time-off benefits
- Eligible bonuses
- Commissions for some positions
About the Company
- HUB International is a premier insurance brokerage with an expansive network of over 20,000 dedicated professionals across 500 offices in North America.
- At HUB International, service defines who we are, extending to clients, employees, and the communities we support.
- Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.
Equal Opportunity
- We 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 HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.