Client Care Representative – Commercial Insurance Associate

HUB InternationalNanaimo, BC
Onsite

About The Position

HUB International is a leading North American insurance brokerage that advises businesses and individuals on how to reach their goals. As a Commercial Insurance Associate, you will apply your superior attention to detail and excellent client service skills while working closely with a team of Producers and Marketers on our Commercial accounts. You will help build long-term relationships with our clients by helping to answer client inquiries and requests through policy and coverage insurers.

Requirements

  • Level 2 Insurance License or willingness to obtain
  • Self-motivated with a strong sense of urgency
  • Motivated to help support a diverse team and contribute in a team environment
  • Minimum of one year commercial insurance experience as an Insurance Advisor
  • Pro-active and a self-starter with a keen attention to detail
  • Strong customer service focus with the ability to deliver positive client experiences and meet their desired needs
  • Demonstrated ability to communicate (written and verbal), present and influence credibly and effectively at all levels of the organization
  • Works well in a fast paced, client-focused environment
  • Proficiency in Microsoft Word, Excel, and Outlook

Nice To Haves

  • Industry designation an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma – BCIT)

Responsibilities

  • Assist producer and marketer with all aspects of servicing commercial accounts
  • Meet existing clients’ needs and process documentation (Certificates of Insurance, Cover Notes, Renewals, Proposals, Endorsements, In-House Policies, Invoicing, Finance Contracts, Customer Correspondence)
  • Review and ensure accuracy of policy documentation from insurers before forwarding to the client
  • Contact clients for renewal information
  • Take client calls and answer questions regarding coverages, accept and process online quotes
  • Negotiate with insurers on coverage and price so as to best meet the needs of the client in conjunction with the producer
  • Update client information as changes occur
  • Answer account related questions/requests from clients, lawyers, and banks
  • Provide policy and coverage information to clients upon request or inquiry
  • Will be assigned some minimal, but regular duties to help support the floater position

Benefits

  • Extended health benefits
  • Disability insurance
  • RRSP matching
  • Paid-time-off benefits
  • Eligible bonuses
  • Commissions for some positions
  • Paid day off for your birthday
  • Paid half a day off for volunteering in your community
  • Room to grow within the organization
  • Lots of company perks
  • Great compensation
  • HUB Ready training for new employees
  • Financial support for licensing, industry designations, management & leadership development, and other related courses, designations or programs
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