Commercial Lines Account Assistant, Real Estate at HUB International | CA | Rezi

Commercial Lines Account Assistant, Real Estate at HUB International

Commercial Lines Account Assistant, Real Estate

HUB International · CA

5 days ago

Commercial Lines Account Assistant, Real Estate

HUB International · CA

5 days ago
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About the Role

We are seeking a Commercial Lines Account Assistant, Real Estate to join our team in Toronto. This role supports our Commercial Lines Insurance accounts, managing client relationships and ensuring smooth policy operations.

Responsibilities

  • Manage commercial client accounts, including renewals, policy documentation, submissions, binders, certificates, and invoicing.
  • Maintain accurate digital and physical client files in compliance with HUB standards and broker management systems.
  • Support clients by responding to inquiries, preparing renewal packages, and participating in client meetings.
  • Review and proof policies, calculate provincial taxes, prepare premium finance quotes, and ensure accuracy of account documentation.
  • Monitor receivables, assist with collections, and help minimize Days Sales Outstanding (DSO).
  • Coordinate with underwriters on submissions, follow up on outstanding items, and support market negotiations for commercial policies.
  • Track abeyances, expiries, and reporting requirements to ensure timely processing and service delivery.
  • Perform administrative support tasks, including database management, third-party requests, and insurance-related research.
  • Ensure compliance with HUB standards in file management, including preparing files for storage.

Requirements

  • Valid RIBO will be an asset.
  • Typically, 1-2 years of commercial insurance experience.
  • Experience in market negotiations on commercial policies is an asset.
  • Results-oriented and passionate, with a strong sense of accountability and client management skills.
  • Detail-oriented with strong organization and prioritization skills.
  • A solid team player who also possesses independence of thought.
  • Proactive client-focused approach with effective negotiation and follow-up skills.
  • Proficient in Microsoft Office: Word, Excel (formulas and pivot tables), PowerPoint and Outlook.
  • Experience with Applied EPIC or similar insurance broker management systems.

Skills

  • Microsoft Office
  • Excel (formulas and pivot tables)
  • Applied EPIC
  • Client management
  • Negotiation
  • Follow-up

Location

  • Toronto

Work Type

  • Full-time

Experience Level

  • 1-2 years

Salary/Compensations

  • $48,000 to $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
  • Comprehensive health benefits
  • Retirement savings matching
  • Company-paid life and disability plans
  • Generous paid time off
  • Paid parental leave
  • Wellbeing program
  • Extended health benefits
  • Disability insurance
  • RRSP matching
  • Paid-time-off benefits
  • Eligible bonuses
  • Commissions for some positions

About the Company

  • HUB International is one of North America's largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada.
  • We are powered by over 20,000 dedicated professionals across 500 offices in North America.
  • Our values include empathy, adaptability, accountability, and a genuine commitment to one another’s success.
  • We foster bold ideas, celebrate curiosity and share what we know.

Equal Opportunity

  • At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are.
  • If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know—we’re here to support you.