Commercial Lines Account Assistant, Mid-Market
HUB International•Oakville, ON
•CA$42,000 - CA$47,000•Onsite
About The Position
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!
Requirements
- 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
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.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
