Personal Lines Account Associate, Private Client Group

HUB International • Toronto, ON

2d • Hybrid

About The Position

We are seeking a dedicated and detail-oriented Account Associate to join our Private Client Group in Toronto. Supporting a portfolio of high-net-worth personal lines insurance clients, this role requires exceptional organizational and client service skills, a strong understanding of personal property and casualty insurance, and the ability to work collaboratively in a fast-paced, client-focused environment. This is an ideal opportunity for someone with a technical mindset and systems proficiency, looking to deepen their experience in a prestigious and dynamic segment of personal insurance.

Requirements

• Valid RIBO license Required
• 1–2 years of experience in personal lines insurance.
• Knowledge of property and casualty insurance, preferably within high-net-worth personal lines.
• Proficiency in Microsoft Office (Word, Excel including pivot tables, Outlook, PowerPoint).
• Experience with Applied EPIC or similar broker management systems.
• Strong organizational skills with a keen attention to detail and ability to manage competing priorities.
• Self-starter with excellent time management and the ability to work independently and as part of a team.
• Client-centric approach with strong communication and interpersonal skills.

Nice To Haves

• Experience in market negotiations or underwriting liaison is considered an asset.

Responsibilities

• Maintain organized digital and physical files in accordance with HUB compliance and file retention standards.
• Enter and update client and policy data in the broker management system (Applied EPIC or similar).
• Prepare files for archival or audit as needed.
• Support the issuance and processing of submissions, binders, policies, and endorsements.
• Ensure timely management of account abeyances, expiry dates, and renewal documentation.
• Conduct policy reviews for accuracy, completeness, and compliance.
• Coordinate with carriers and underwriters for quotes and policy terms.
• 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.
• Handle third-party requests for policy information and certificates.
• Run reports and support operational tasks such as expiration tracking and producer reporting.
• Conduct internet-based research related to client needs, market changes, or risk trends.

Benefits

• Competitive pay structure that includes incentives, bonuses, and more ways to increase your earnings.
• Flexible work arrangements and generous time off.
• Comprehensive package tailored to your needs, including company-matched RRSPs.
• HUB-sponsored training and development programs.
• Tuition reimbursement opportunities.
• Reimbursements for professional license fees and membership dues.
• Discounts on events, travel, accommodations, and personal home & auto insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees