The role involves supporting account workflows, maintaining insurance documents, updating financial records, and managing client communications.
About The RoleWe’re seeking a Commercial Lines Account Assistant to support the busy account workflow for our Real Estate Practice. This is an ideal role for someone with strong attention to detail, team and client-oriented.What You’ll Do
- Execution and maintenance of insurance certificates, auto liability slips, binders, statement of values, proposals, and processing of client documents (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
- Answering client queries, communicating with insurance companies
- Inputting data into a computerized database and setting up electronic client and prospect screens in the Epic broker management system
- Maintaining an effective abeyance system
- Print and distribute the renewal list to Account Manager and Account Associate at least 90 days before the renewal
- Aids where required and performs all other duties as assigned by Account Manager and Account Associate
- 1-2 years of administrative support experience desired
- RIBO (Ontario Broker’s license) or ability to obtain in short order required
- Knowledge or experience within the insurance landscape an asset
- Proficient in Microsoft Office: Word, Excel, and Outlook;
- Strong aptitude to learn
- Experience with Epic or similar insurance broker management systems.
- Strong organizational, time, and client management skills
- Effective communication skills: verbal and written
- Strong team player and proactive and customer-focused approach
- Strong initiative and follow-up skills
- 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
We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [email protected]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Top Skills
Epic Broker Management System
MS Office
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