Commercial Lines Account Assistant (Mid to Large Accounts)

  • ClassificationAdministration
  • Salary
  • Work typeFull-time
  • LocationOntario, Canada
  • Posted on24 Jan 2018
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Overview of Position:

HUB International’s vision is to be the leading sales and service organization in the insurance industry.

HUB International in Toronto, Ontario is currently looking for a strong and experienced Account Assistant with the ability to support the account workflow for our busy Commercial Practice on Mid to Large accounts. This is an ideal role for an organized and customer focused individual with strong administrative support experience. This is a great opportunity for someone that is looking to take on a role with some other account responsibilities to support our Integro Commercial Producers and Account Managers.

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.

Primary Responsibilities:

The Commercial Lines Account Assistant is an account support role for a busy and diverse book of business providing top notch client service.  This role is ideal for someone who is highly organized with strong analytical and communication skills and the ability to meet often tight deadlines.  We are looking for a strong team player who can work in a fast paced environment and a quick learner.

The primary responsibilities include:

·        Execution of insurance certificates, binders, proposals, and processing of client documents i.e. endorsements and policies

·        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

·        Maintaining/updating Summary of Insurance (update as policy changes occur and at renewal)

·        Answering client queries and communicating with insurance companies

·        Inputting data and setting up electronic client and prospect screens to Epic

·        Maintaining effective abeyance system

·        Maintaining filing system and set up of client files

·        Printing and distributing renewal list for the Account team at least 90 days before renewal

·        Printing and distributing accounts receivable reports

·        Updating claims history on summaries

Qualifications and Experience:

  • Post-Secondary Education or commensurate work experience;
  • Active RIBO License
  • 2 years of commercial insurance account support experience desired
  • Proficient in Microsoft Office: Word, Excel, and Outlook;
  • Previous experience with insurance broker management systems i.e. Epic, TAM etc.
  • Strong organizational, time and client management skills
  • Effective communication skills: verbal and written
  • Strong attention to detail and process oriented
  • Strong team player
  • Proactive and customer focused approach
  • Strong initiative and follow up skills

 

Core Values:

Entrepreneurship - encouraging innovation and educate risk taking   

Balance - balancing corporate duty with personal growth             

Integrity – doing things right every time                 

Teamwork – working together to maximize results                                                                        

Discipline - focused on goals                                                                                                 

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:  http://bit.ly/2DHpuhs

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