Job Description

HUB International’s vision is to be the leading sales and service organization in the insurance industry.  HUB continues to grow and seeking a dynamic Personal Insurance Account Assistant with a focus on New Business processing to join our Personal Lines team based in Oakville, Ontario. This is an ideal role for a strong team player who is detailed oriented, enjoys working with people and a commitment to deliver results on required deadlines.  This role will require a flexible individual to adapt to the growth of the business! This role is a 13 month contract with potential for a longer term based on business needs.


Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and satisfaction. By joining HUB you will become part of rapidly growing company that offers significant opportunity for advancement and growth. HUB is a company where your contributions will make a difference. This position reports to the AVP Underwriting and Support Manager – Personal Insurance Practice.



  • New Business Processing on Carrier Partner Portals
  • Maintaining follow-up on activities in BMS
  • Prepare all letters and appropriate documents that relate to the above, as well as mail documents
  • Review and quality check documentation as it relates to above
  • Assemble and create application packages for new business on behalf of Sharp producers
  • Reception back up when scheduled
  • Renewal, reissue, endorsements, cancellations, reinstatements, and New business reconciliation
  • Monthly Data clean up and Weekly Expiry reports, eDoc check and Pastdue Reports, renewal releases and boat policies
  • Maintain Shared inbox for Digital products, new business applications and manual invoicing carriers
  • Work with finance department and personal lines dept. to review and correct commission differences
  • Assist with monthly or weekly audits to confirm transactions processed correctly
  • Other duties may be required


  • High School Diploma
  • Minimum One (1) year of customer service experience
  • Previous insurance experience or RIBO license an asset 
  • A team player with a great attitude, self-motivation, and the ability to work in a fast-paced environment
  • Working knowledge of Applied Epic Business management system an Asset
  • Working knowledge of Microsoft Office products in MS Office specifically Outlook, Word, and Excel
  • Strong interpersonal and communication skills: written and verbal
  • Ability to work independently and in a team
  • Effective organizational skills and time management

Core Values:


  • Entrepreneurship - encouraging innovation and educate risk taking   
  • Integrity – doing things right every time                               
  • Teamwork – working together to maximize results                                         
  • Accountability – measure and take responsibility for outcomes                  
  • Service - serving customers, communities, and colleagues


HUB International Ontario offers a full spectrum of insurance and related services, including Property/Casualty, Home & Auto, Employee Benefits, Wealth Management and Risk Services, to a large and diverse client base. Internationally we are a leading insurance brokerage offering products and services with offices in Canada and the US.  Take the first step toward creating a future that combines a diverse and challenging work environment in a rapidly growing company that offers significant opportunity for advancement and growth.

Job Posting Details

Job Type


Market Segment

Life Insurance

Company Type

Insurance Brokerage

Education Required


Minimum Experience Required

1 to 2 Years