Account Associate, Complex Risks

HUB International•Toronto, ON

2d•CA$55,000 - CA$70,000•Onsite

About The Position

We are seeking a skilled Commercial Account Associate, Complex Risks to support our Property & Casualty (P&C) Commercial Lines Insurance accounts in Toronto. This role requires close collaboration with the Vice President, Complex Risks Unit, and demands a candidate who is responsive, possesses strong time management skills, and has good knowledge of property and casualty insurance. This position is ideal for an individual with robust technical and systems experience.

Requirements

Valid RIBO license
Typically, 2-3 years of commercial insurance experience
Proficient in Microsoft Office: Word, Excel (formulas and pivot tables), PowerPoint and Outlook
Experience with Applied EPIC or similar insurance broker management systems

Nice To Haves

Experience in market negotiations on commercial policies is an asset
Strong aptitude to learn new risks along with a desire to keep up to date with emerging trends
Results-oriented and passionate, with a strong sense of accountability and client management skills
Detail-oriented with strong organization and prioritization skills
A Solid team player who also possesses independence of thought
Proactive client-focused approach with effective negotiation and follow-up skills

Responsibilities

Set up and maintain both digital and physical client files, ensuring compliance with HUB standards and preparing files for storage.
Communicate effectively with clients, responding promptly to inquiries and requests.
Prepare client renewal packages, including certificates and summaries.
Participate in client meetings, ensuring thorough preparation and engagement.
Accurately calculate provincial taxes and prepare premium finance quotes.
Conduct detailed policy proofing and fact-checking.
Manage account receivables and track invoicing.
Oversee abeyances, expiry dates, and ensure timely issuance of submissions, binders, summaries, and policies.
Respond to third-party information requests.
Manage data entry in a computerized database.
Maintain effective abeyance systems and manage expiration and producer reports.
Conduct internet research as needed.
Forward submissions to underwriters and follow up for responses.
Engage in market negotiations for commercial policies.
Utilize and negotiate finance plans.
Aim to minimize Days Sales Outstanding (DSO) to meet HUB standards.
Assist in collections and financial transactions in line with HUB standards.

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
Extended health benefits
Disability insurance
RRSP matching
Paid-time-off benefits
Eligible bonuses
Commissions for some positions