Commercial Lines Account Assistant

We’re looking for 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 EPIC broker management system.

This position includes working on a book of business in a supportive team and management environment in which knowledge is shared and development encouraged!

• 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; calculation of PST, Invoicing, processing of journal entries, 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, communicating with insurance companies
• Assisting clients with Certificate Exchange
• Updating claims history on summaries
• Providing support where required and performing all other duties as assigned

• Typically, 1-2 years of admin experience, preferably in the financial services industry (insurance, banking, etc.)
• 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

Choosing HUB International means aligning your career with the premier insurance brokerage in Canada and the fifth-largest global insurance and employee benefits broker worldwide. 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

• Recognized Rewards:
  Thrive in a supportive environment that values your contributions with a competitive compensation package, including incentives, bonuses, and additional earning opportunities.
• Work-Life Balance:
  Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
• Comprehensive Benefits:
  Access a robust benefits package, including company-matched RRSPs, designed to support you and your family.
• 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

At HUB International, we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings, creating an environment where…