Insurance Advisor, Commercial

HUB International•Vancouver, BC

32d•$55,000 - $75,000•Onsite

About The Position

As an Insurance Advisor in our Commercial Division, you will work closely with a team of Producers and Marketers on our Commercial Accounts. We are seeking an individual with a superior attention to detail to join our Burnaby Still Creek head office location in a full time position. Our Burnaby Still Creek head office location is centrally located in the Willingdon Business Park near Brentwood Town Centre. This location is easily accessible by the Gilmore sky train station with many shops, restaurants and other amenities nearby.

Requirements

Level 2 General Insurance License
2-3 years of experience in the Commercial Division
Excellent customer service skills
Strong attention to detail and accuracy
Thrives in a fast paced environment
Intermediate proficiency in Microsoft Word, Excel, and Outlook
Typing speed of at least 55 wpm

Nice To Haves

Industry designation (CIP, CAIB, CRM, General Insurance & Risk Management Diploma – BCIT)
Accounting experience
EPIC, Policy Works, CSR24 and Certificate Exchange experience

Responsibilities

Acts as a liaison between client, Account Managers, Account Executives and Marketers
Update client information as changes occurs
Answer account related questions/requests from clients, lawyers, and banks
Provide policy and coverage information to clients upon request or inquiry
Delivers exceptional customer experience to internal and external customers
Demonstrates good technical insurance knowledge of coverages
Follows Hub Service Guidelines
Demonstrates commitment to team work by supporting Account Executive/Account Manager and Marketer with all aspects of servicing commercial accounts
Acts as primary Customer Service Contact in the absence of Account Executive/Account Manager
Responds to customer requests directly (or indirectly from Account Executive/Account Manager), submits information to appropriate insurance companies and binds coverage where appropriate
Attends Critical Path meetings; follows up on action items required by Account Executive/Account Manager, Marketer or Servicer
Prepares proposals, rate sheets, customer correspondence, certificates, and invoices as per agency standards
Prepares cover notes on accounts marketed by production team
Processes all documentation according to Hub workflows
Certificates of Insurance
Cover notes
Summaries and Proposals
New Business, Renewals and Endorsements
Premium Finance contracts
Invoicing
Attaches all documentation into EPIC client instruction and bind orders instruction to marketing team and related information
Assists Account Executive/Account Manager with managing Account Receivables
Reviews and manages Account Reconciliation with Accounting Team
Reviews and prioritizes all assigned tasks on a daily basis including company mail, emails, abeyances/activities
Maintains accuracy of electronic files that may be housed in EPIC, Policy Works, Certificate Exchange. CSR24 and physical files as per agency standards
Reviews and ensures accuracy of policy documentation from insurers
Continues professional development in order to develop skills and knowledge
Protects HUB from E&O
Other duties and responsibilities as assigned