Position Overview :
HUB International’s vision is to be everywhere risk exists today and tomorrow. Helping protect what matters most.
HUB International Commercial Lines, Independent Business Practice (IBP) in Toronto continues to grow and is currently looking for a Commercial Lines Account Associate, RIBO Licensed and with insurance experience to provide account support to the Account Manager on high volume commercial mid-sized accounts.
This role is actively involved in the full life cycle of Account Management support from client renewals, analysis, invoices to sales prospecting.
This role involves interaction with diverse stakeholders including customers, finance, and Account Managers. This is a great role for exposure to diverse commercial insurance lines policies.
Join an entrepreneurial team with positive employee engagement and be part of their continuing success!
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.
Knowledge and experience in insurance combined with attention to detail and customer service focus are the keys to success in the role of Commercial Lines Account Associate.
Provides our internal and external clients with prompt, courteous and professional service
Prepares client pre-renewal and renewal packages, policies, submissions, binders, letters, summaries and invoices in a timely manner
Analyzes client coverage, exposures and loss experience to determine risk requirements
Reviews policy wordings and other documentation for accuracy and completeness
Prepares marketing submissions with responsibility for correspondence and negotiations with underwriters
Assists in collection of Accounts Receivables while adhering to HUB International file management standards
Calculates and invoices transactions. Prepare premium financing contracts and other monthly payment plan options
Manages team mail
Competently reviews requirements and execute issuance of certificates of insurance
Effective management of workflows
Performs other responsibilities as assigned
Qualifications and Experience :
2-3 years insurance experience (commercial or personal insurance)
Proficient in MS Office (Word, Excel, PowerPoint and Outlook)
Experience on Epic, TAM, CompuQuote or equivalent insurance broker management system
Strong organizational, time and client management skills
Working towards CIP or CAIB designation
Effective communication skills : verbal and written
Strong team player and ability to work independently
Proactive and customer focused approach
Knowledge of diverse insurance policies and emerging insurance trends
Resourceful researching 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.
Department Account Management & Service
Required Experience : 2-5 years of relevant experience
Required Travel : No Travel Required
Required Education : High school or equivalent