Commercial Lines Account Assistant

Overview of Position: HUB International’s vision is to be everywhere risk exists – today and tomorrow. Helping protect what matters most. HUB International in Markham, Ontario is currently looking for an experienced Account Assistant with the ability to support the account workflow for our Commercial Practice which focuses on wide variety of industry verticals including but not limited to Manufacturing, Wholesale, Retail, Realty, Professional Services, Trucking, and Construction.

This is an ideal role for an Insurance Broker with strong administrative support experience. Benefits of this position include working on a book of business in a supportive team and management environment in which knowledge is shared and development encouraged! Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging wok environment with financial security and satisfaction.

By joining HUB you will become part of rapidly growing company that offers significant opportunity for advancement and growth. HUB is a company where your contributions will make a difference.

• Execution of insurance certificates, leasing confirmations, auto liability slips, binders, statement of values, proposals, and processing of client documents (endorsements and policies) within timelines aligned with established service standards
• Maintaining effective abeyance system aligned with established service standards
• Setting up clients and prospects into brokerage management system EPIC and Policy Works
• Loading Policy and Underwriting Information into EPIC, Policy Works and Aviva RTM
• Updating rate/premium histories and premium comparisons; calculation of PST, Invoicing, processing of journal entries, execution of premium finance forms, collection of aged receivables, as required, and correction of commission differences
• Maintain/Update Summary of Insurance (update as policy changes occur and at renewal)
• Answering client queries, communicating with insurance companies
• Assist clients with Certificate Exchange
• Input claims in broker management system
• Update claims history on summaries and/or Policy Works
• Provide assistance where required and perform all other duties as assigned by Account Manager and Account Associate

• Post-Secondary education or commensurate work experience; RIBO Licensed or in progress 1-2 years of commercial insurance account experience required
• Proficient in Microsoft Office:
  Word, Excel, and Outlook;
  Experience on EPIC or similar insurance broker management systems.
• 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

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:

• 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,…