About The Role
We're seeking a dynamic Personal Insurance Account Associate to join our Personal Lines team. This is an ideal role for a strong team player who is detail-oriented, enjoys working with people, and a committed to delivering results on required deadlines. This role will require a flexible individual to adapt to the growth of the business.
What You'll Do
- New Business Processing on Carrier Partner Portals
- Maintaining follow-up on activities in BMS
- Prepare all letters and appropriate documents that relate to the above, as well as mail documents
- Review and quality check documentation as it relates to the above
- Assemble and create application packages for new business on behalf of Sharp producers
- Reception backup when scheduled
- Renewal, reissue, endorsements, cancellations, reinstatements, and New business reconciliation
- Monthly Data clean-up and Weekly Expiry reports, eDoc check and past reports, renewal releases, and boat policies
- 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 are processed correctly
- Other duties may be required
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- 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 Applied Epic Business management system an Asset
- 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
When you choose HUB, you're choosing the largest insurance brokerage in Canada and 5th largest global insurance & employee benefits broker supported by over 19,000 professionals in 500 offices across North America. We provide a competitive, exciting, and friendly work environment that strategically positions you for longevity and offers significant advancement, growth, and success opportunities. To read more about HUB, please visit https://www.hubinternational.com/en-CA/about-us/.
What's in it for you?
Your well-being is our priority, and we back this up with a wealth of benefits:
- Enjoy a competitive pay structure that includes incentives, bonuses, and more ways to increase your earnings.
- Balance your life with flexible work arrangements and generous time off.
- Benefit from a comprehensive package tailored to your needs, including company-matched RRSPs.
- Invest in your future with HUB-sponsored training and development programs. We even offer tuition reimbursement opportunities.
- Rest easy with reimbursements for professional license fees and membership dues.
- Avail special perks including discounts on events, travel, accommodations, and personal home & auto insurance.
For us, service is not just a value; it's our commitment. We uphold this commitment to our employees, clients, and communities. Each of our regional offices actively contributes to local causes, making a difference where it's needed most.
#LI-hybrid
#LI-AW
Department Account Management & Service
Required Experience: 1-2 years of relevant experience
Required Travel: No Travel Required
Required Education: Diploma
Hi, we're HUB.
In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected.
When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support.
And this gives you the peace of mind that what matters most to you will be protected - through unrelenting advocacy and tailored insurance solutions that put you in control.
About HUB International
Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located throughout North America, HUB's vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit hubinternational.com.