Job Description

Overview of Position:

HUB International’s vision is to be everywhere risk exists – today and tomorrow. Helping protect what matters most.

HUB International in Toronto, Ontario is currently looking for a strong Commercial Lines Account Assistant to support our growing Commercial Financial Institutions Practice focused on an assigned commercial book of business with renewals throughout the year. This is an ideal role for individual interested in the investment business and specialty lines with strong customer delivery, organized and proactive. This role will work closely with the Assistant Vice President, Financial Institutions and work with clients at the CFO and CEO level. Benefits of this position include: working on a book of business in a supportive team and management environment in which knowledge is shared and development encouraged!

Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging wok 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.

Primary Responsibilities:

An ideal candidate for this position will be someone who prides themselves on their top notch client service. This role will be ideal for someone who is highly organized with strong analytical and communication skills, sense of urgency, and the ability to meet often tight deadlines. The ideal candidate will be able to think on their feet and come up with creative solutions to coverage problems and have a strong client service focus.

The primary responsibilities include:

  • Effective communication with large asset management clients and multinational companies.
  • Respond to third party information requests, (ie. auditors, OSC and other regulatory requests etc.)
  • Day to day activities for clients and prospects
  • Execution of insurance certificates, binders, proposals, and processing of client documents (endorsements and policies) within timelines aligned with established service standards
  • Calculating provincial taxes, preparing premium finance quotes etc.
  • Ensure the timely issuance of submissions, binders, summaries, policies
  • Detailed policy proofing and fact checking of legal contracts
  • Client invoicing
  • Maintaining effective abeyance system aligned with established service standards
  • Setting up clients and prospects into Epic brokerage management system
  • Loading Policy and Underwriting Information into Epic
  • Updating rate/premium histories and premium comparisons; calculation of PST, Invoicing, processing of journal entries, execution of premium finance forms, collection of aged receivables, as required, and correction of commission differences
  • Maintain/Update Summary of Insurance (update as policy changes occur and at renewal)
  • Answering client queries, communicating with insurance companies
  • Input claims in broker management system
  • Update claims history on summaries
  • Research or project requests
  • Provide assistance where required and perform all other duties as assignedQualifications and Experience:
  • Post-Secondary Education in Business Administration, Accounting, Finance or Insurance
  • RIBO Licensed or able to obtain within 6 months of employment
  • Canadian Securities Course (CSC) an asset
  • Administrative experience within legal or accounting department an asset
  • Proficient in Microsoft Office: Word, Excel, and Outlook
  • Experience on Epic or similar insurance broker management systems an asset
  • 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

 

Qualifications and Experience:

  • Post-Secondary Education in Business Administration, Accounting, Finance or Insurance
  • RIBO Licensed or able to obtain within 6 months of employment
  • Canadian Securities Course (CSC) an asset
  • Administrative experience within legal or accounting department an asset
  • Proficient in Microsoft Office: Word, Excel, and Outlook
  • Experience on Epic or similar insurance broker management systems an asset
  • 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

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 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.

Please apply online:  https://hubinternational.wd1.myworkdayjobs.com/HUBInternational/job/Toronto-ON/Commercial-Lines-Account-Assistant--Financial-Institutions_R0006125

Job Posting Details

Job Type

Full-Time
Permanent

Market Segment

Commercial Insurance
Financial Services
Insurance

Company Type

Insurance Brokerage

Education Required

RIBO
University Degree

Minimum Experience Required

1 to 2 Years

Views

556