Personal Lines Account Assistant

About The Role

HUB International’s vision is to be the leading sales and service organization in the insurance industry. HUB continues to grow and is seeking a Personal Insurance Account Assistant to join our Personal Lines team based in Oakville, Ontario. This is an ideal role for a strong team player who is detailed oriented, enjoys working with people and has a commitment to deliver results on required deadlines.

This role will require a flexible individual to adapt to the growth of the business!

Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and satisfaction. By joining HUB you will become part of rapidly growing company that offers significant opportunities for advancement and growth. HUB is a company where your contributions will make a difference.

• Develop and maintain expertise of EPIC Broker Management System.
• Deliver the highest standard of review and processing of Agency and Direct bill policies.
• Engage with team daily to drive productivity and troubleshoot for issue resolution.
• Display strong written and verbal communication skills.
• Work cohesively with team to achieve desired results with daily tasks and responsibilities while adhering to HUB Standards.
• Display strong time management, prioritization, and multitasking skills.
• Offer robust analytical, logical, and technical support to our service and sales teams.
• Provide prompt and accurate solutions to daily queries, both internal and external.
• Demonstrate high level of initiative to drive results and improvements.
• Complete activity reconciliation for Policy changes and Cancellations in a timely fashion.
• Generate client communication and follow-up activity for registered notices of cancellation and offers to renew from the various forms in which they are received.
• Reception relief when needed.
• Back up new business processing as required.
• Training and mentorship of fellow team members.
• Supportively Assist, participate and contribute to workflows, processes, and meetings.
• Other duties as required.

• Post-Secondary Education.
• Minimum of 2 years customer service experience.
• Experience in EPIC an asset, but not required.
• Strong team player with the ability to work independently.
• Great attitude, self-motivated and logical thinker that can work in a fast-paced environment.
• Strong interpersonal, and organizational skills.
• Strong time management, prioritization, and multitasking skills.
• Strong understanding of Microsoft Office (Word, Excel).
• Strong verbal and written Communication skills.
• Ability to exercise initiative and follow-up skills.

Choosing HUB International means aligning your career with a premier insurance brokerage. Our expansive network, powered by over 20,000 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:

At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB Team:

Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.

Professional Growth: Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.

Industry Support: Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.

Exclusive Perks
:
Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding

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 we’re proud to support. Our regional offices are actively engaged in local initiatives,…