Commercial Lines Account Assistant

Overview of Position:

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

HUB International in Markham, Ontario is currently looking for an experienced Account Assistant with the ability to support the account workflow for our Commercial Practice which focuses on wide variety of industry verticals including but not limited to Manufacturing, Wholesale, Retail, Realty, Professional Services, Trucking, and Construction. This is an ideal role for an Insurance Broker with strong administrative support experience. 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.

This role provides support to the account team. The primary responsibilities include:

- Execution of insurance certificates, leasing confirmations, auto liability slips, binders, statement of values, proposals, and processing of client documents (endorsements and policies) within timelines aligned with established service standards
- Maintaining effective abeyance system aligned with established service standards
- Setting up clients and prospects into brokerage management system EPIC and Policy Works
- Loading Policy and Underwriting Information into EPIC,  Policy Works and Aviva RTM
- 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
- Assist clients with Certificate Exchange
- Input claims in broker management system
- Update claims history on summaries and/or Policy Works
- Provide assistance where required and perform all other duties as assigned by Account Manager and Account Associate

Qualifications and Experience:

- Post-Secondary education or commensurate work experience;
- RIBO Licensed or in progress
- 1-2 years of commercial insurance account experience required
- Proficient in Microsoft Office: Word, Excel, and Outlook;
- Experience on EPIC or similar insurance broker management systems.
- 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

Elevate Your Career with HUB International

Choosing HUB International means aligning your career with a premier insurance brokerage. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/ .

Your Advancement and Well-being: Our Priority

At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB Team:

- Work-Life Balance: Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
- Professional Growth: Advance your career with HUB-sponsored training programs, tuition reimbursement, and other development opportunities tailored to help you succeed.
- Industry Support: Benefit from reimbursements for professional licensing and membership fees, reflecting our investment in your expertise.
- Exclusive Perks : Enjoy special discounts on events, travel, accommodations, and personal home & auto insurance, making your HUB experience even more rewarding

Service: Our Ethos

At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we’re proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.

When you join HUB, you’ll find more than just a career—you’ll become part of a team where your skills are valued, your growth is encouraged, and your contributions have a lasting impact.

The expected salary range for this position is $47,000-$57,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

AI and Automation Notice: HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates — all decisions are made through human review.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

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