Commercial Lines Account Assistant

About the role

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!

Responsibilities

• 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; Invoicing, 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
• Claims reporting and follow ups.
• Updating claims history on summaries
• Providing support where required and performing all other duties as assigned
• Acting as backup reception coverage where required.
• What You'll Need for Success
• Post-Secondary education or commensurate work experience.
• RIBO Licensed or in progress
• 1-2 years of insurance account experience
• 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
• Elevate Your Career with HUB International
• Your Advancement and Well-being: Our Priority
• 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
• When you join HUB, you'll find more than just a career-you'll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.
• Department Account Management & Service
• Required Experience: 1-2 years of relevant experience
• Required Travel: Negligible

Benefits

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