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About the Role
We are seeking a Commercial Lines Account Assistant to provide administrative support for our Dealership & Leasing Program. This entry-level role is ideal for someone looking to build a career in the insurance industry, supporting the service team in managing risks for clients in the Automobile Dealership & Leasing sector. Responsibilities include processing insurance policies, invoicing, data entry, document handling, and client communication.
Responsibilities
- Prepare insurance certificates, auto liability slips, binders, statements of values, proposals, and process client documents (endorsements and policies) within established service standards.
- Support Account Associates and Managers in preparing client presentations and proposals.
- Maintain an effective abeyance system aligned with established service standards.
- Set up clients and prospects in the brokerage management system Epic and Certificate Exchange.
- Load Policy and Underwriting Information into Epic.
- Update rate/premium histories and premium comparisons; calculate PST, invoice, process journal entries, execute premium finance forms, collect aged receivables, and correct commission differences as required.
- Maintain and update the Summary of Insurance as policy changes occur and at renewal.
- Answer client queries and communicate with insurance companies.
- Ensure timely processing of client transactions.
- Update claims history on loss runs.
- Provide support where required and perform all other assigned duties.
Requirements
- Typically 1-2 years of admin experience, preferably in the financial services industry (insurance, banking, etc.).
- Proficient in Microsoft Office: Word, Excel, and Outlook.
- Attention to detail and accuracy.
- Ability to work independently and as part of a team in a deadline-driven environment.
- 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
- Microsoft Office (Word, Excel, Outlook)
- Epic broker management system (a plus)
- General insurance coverages (a strong asset)
- Communication skills (verbal and written)
- Organizational skills
- Time management skills
- Client management skills
Location
- Remote
- Hybrid
Work Type
- Full-time
Experience Level
- Entry-level
- 1-2 years
Education Level
- RIBO licensed preferred
Salary/Compensations
- $43,000-$54,000
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 benefit and total compensation packages
- Extended health benefits
- Disability insurance
- RRSP matching
- Paid-time-off benefits
- Eligible bonuses
- Commissions for some positions
- Competitive pay
- Retirement savings matching
- Company-paid life and disability plans
- Paid parental leave
- Wellbeing program
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 operate through locally led teams backed by national expertise, providing the agility of a local partner and the reach of a global organization.
- Our expansive network is powered by over 20,000 dedicated professionals across 500 offices in North America.
- We are creative thinkers and determined doers, guided by values of empathy, adaptability, accountability, and a commitment to one another’s success.
- We foster bold ideas, celebrate curiosity and share knowledge.
- Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future.
- We invest in the growth and well-being of our team members.
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.