Personal Lines Account Assistant

    • Oakville, Canada

HUB International's vision is to be the leading sales and service organization in the insurance industry. HUB continues to grow and seeking a number of dynamic Personal Insurance Account Assistants 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 entry level role is a great opportunity for individuals that want to get into the insurance industry and advance their career.
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.

  • Direct and Agency bill policy review and invoicing
  • Action registered letters of non-payment and non-renewal
  • New Business Processing on Carrier Portals
  • 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
  • Maintaining follow-up on activities in respect to any of the above
  • Prepare all letters and appropriate documents that relate to the above, as well as mail documents
  • Reception back up when scheduled
  • 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 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.
Department Office Administration & Clerical
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: Diploma

HUB International provides property and casualty, life and health, employee benefits, and investment and risk products as an insurance brokerage with offices around the globe.

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