Senior Insurance Advisor, Commercial

HUB International•Surrey, BC

5d•CA$55,000 - CA$75,000•Onsite

About The Position

The Senior Insurance Advisor is a technically skilled, client-focused broker who supports the delivery of exceptional service and accurate coverage on assigned accounts, working in partnership with Account Managers and Account Executives in alignment with HUB's service standards. This is an in-office role.

Requirements

Minimum 3–5 years of commercial insurance experience
Level 2 General Insurance License (BC)
Demonstrated ability to work independently and manage competing priorities
Superior client service, communication and interpersonal skills
Strong attention to detail with a high degree of accuracy
Comfortable in a fast-paced, collaborative client-focused environment
Intermediate to advanced proficiency in Microsoft Office (Excel, PowerPoint, Word)
2-5 years of relevant experience

Nice To Haves

Industry designation preferred (CAIB, CIP, or CRM)
Experience in transportation insurance

Responsibilities

Serve as a client-facing advisor on assigned accounts, working in partnership with Account Managers and Account Executives to deliver service, write new business and execute on account strategy
Service assigned accounts and contribute to new business in alignment with HUB's service standards
Participate in formal account reviews and Critical Path meetings
Gather client data, build submissions in PolicyWorks or EPIC and prepare comprehensive rate comparisons
Identify coverage gaps, negotiate rates and terms with underwriters and present terms to the client or to the Account Executive
Bind coverage and issue cover notes
Prepare and process all account documentation in accordance with HUB workflows, including: Certificates of Insurance, Cover notes, Summaries and proposals, New business, renewals and endorsements, Premium finance contracts, Invoicing
Maintain complete and accurate electronic files in EPIC, PolicyWorks and Certificate Exchange/CSR24
Attach all client instructions, bind orders and marketing correspondence in EPIC
Assist with managing and collecting accounts receivable
Support account reconciliation in collaboration with the accounting team
Support ongoing learning and development of new team members
Maintain ongoing professional development to enhance technical expertise
Protect HUB from errors and omissions through diligence and accuracy
Review and prioritize daily tasks, including activities and emails
Collaborate cross-functionally with other branch departments as needed to ensure clients receive comprehensive support
Make client visits and conduct relationship-building activities