Personal Lines Account Associate, Private Client Group

About The Role

We are seeking a dedicated and detail-oriented Account Associate to join our Private Client Group in Toronto. Supporting a portfolio of high-net-worth personal lines insurance clients, this role requires exceptional organizational and client service skills, a strong understanding of personal property and casualty insurance, and the ability to work collaboratively in a fast-paced, client-focused environment. This is an ideal opportunity for someone with a technical mindset and systems proficiency, looking to deepen their experience in a prestigious and dynamic segment of personal insurance.

What You’ll Do

File and Data Management:

• Maintain organized digital and physical files in accordance with HUB compliance and file retention standards.

• Enter and update client and policy data in the broker management system (Applied EPIC or similar).

• Prepare files for archival or audit as needed

Client Communication and Support:

• Support the issuance and processing of submissions, binders, policies, and endorsements.

• Ensure timely management of account abeyances, expiry dates, and renewal documentation.

• Conduct policy reviews for accuracy, completeness, and compliance.

• Coordinate with carriers and underwriters for quotes and policy term.

Policy and Account Management:

• Accurately calculate provincial taxes and prepare premium finance quotes.

• Conduct detailed policy proofing and fact-checking.

• Manage account receivables and track invoicing.

• Oversee abeyances, expiry dates, and ensure timely issuance of submissions, binders, summaries, and policies.

Administrative and Operational Support:

• Handle third-party requests for policy information and certificates.

• Run reports and support operational tasks such as expiration tracking and producer reporting.

• Conduct internet-based research related to client needs, market changes, or risk trends.

What You’ll Need for Success

• Valid RIBO license Required

• 1–2 years of experience in personal lines insurance.

• Knowledge of property and casualty insurance, preferably within high-net-worth personal lines.

• Proficiency in Microsoft Office (Word, Excel including pivot tables, Outlook, PowerPoint).

• Experience with Applied EPIC or similar broker management systems.

• Strong organizational skills with a keen attention to detail and ability to manage competing priorities.

• Self-starter with excellent time management and the ability to work independently and as part of a team.

• Client-centric approach with strong communication and interpersonal skills.

• Experience in market negotiations or underwriting liaison is considered an asset.

Elevate Your Career with HUB International

Choosing HUB International means aligning your career with a premier insurance brokerage. Our expansive network, powered by over 20,000 dedicated professionals across 500 offices in North America, sets the stage for an enriching career that promises both stability and remarkable growth opportunities. For a deeper insight into our values and vision, we invite you to explore: https://www.hubinternational.com/en-CA/about-us/.

Your Advancement and Well-being: Our Priority

At HUB, we place immense value on the well-being and professional development of our team. Here’s what you can look forward to as part of the HUB Team:

• 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

Service: Our Ethos

At HUB International, service defines who we are. This dedication extends not only to our clients but also to our employees and the communities we’re proud to support. Our regional offices are actively engaged in local initiatives, reflecting our commitment to giving back and making a meaningful difference.

If you require assistance or accommodation at any stage of the recruitment process, we encourage you to let us know—we’re here to support you. At HUB, building an inclusive workplace isn’t just part of what we do—it’s at the heart of who we are.

The compensation for this position is a variable compensation structure, i.e., base salary plus commission. As such, the total compensation earned will vary depending on the successful candidate’s book of business at a particular time. The expected base salary for this position is $44,000 to $55,000, plus commissions will be paid based on successful sales performance. The total compensation will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses for some positions.

AI and Automation Notice: HUB International uses limited AI and automation tools within our recruitment systems to enhance efficiency in the hiring process and in the candidate experience. These tools do not independently make hiring decisions or screen out candidates — all decisions are made through human review.

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