Account Assistant, Commercial Insurance

Hub International Ontario Limited; Sarnia; On-site; CAD 40,000 - 55,000; Full time

Job summary

A leading insurance services company in Sarnia is seeking an experienced Account Assistant to support account management workflows. This role involves executing client documents, maintaining abeyance systems, and updating policy information. The ideal candidate has 1-2 years of experience, is proficient in Microsoft Office, and has strong organizational and communication skills. Benefits include competitive compensation, flexible working arrangements, and comprehensive benefits.

Benefits

Competitive compensation package

Work-Life Balance

Comprehensive benefits package

Professional growth opportunities

Industry support

Qualifications

• 1-2 years of insurance account experience.
• RIBO Licensed is an asset but not required.

Responsibilities

• Execute insurance certificates and process client documents.
• Maintain an effective abeyance system.
• Update policy and underwriting information.

Skills

Strong organizational skills

Effective communication skills

Proficient in Microsoft Office

Team player

Customer-focused approach

Education

Post-Secondary education or commensurate work experience

Tools

EPIC broker management system

Job description

Overview

Were looking for an experienced Account Assistant to support the account management workflow. This role is ideal for a candidate with strong administrative support experience and proficiency in EPIC broker management system.

This position includes working on a book of business in a supportive team and management environment in which knowledge is shared and development encouraged!

What You'll Do

• Executing insurance certificates auto liability slips binders statements of values proposals and processing of client documents (endorsements and policies) within timelines aligned with established service standards
• Maintaining an effective abeyance system aligned with established service standards
• Setting up clients and prospects into brokerage management system Epic and Certificate Exchange
• Loading Policy and Underwriting Information into Epic
• 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
• Maintaining and updating the Summary of Insurance (update as policy changes occur and at renewal)
• Answering client queries communicating with insurance companies
• Assisting clients with Certificate Exchange
• Updating claims history on summaries
• Providing support where required and performing all other duties as assigned

What You'll Need for Success

• Post-Secondary education or commensurate work experience.
• RIBO Licensed is an asset but not required
• 1-2 years of insurance account experience
• Proficient in Microsoft Office : Word Excel and Outlook
• Experience on Epic broker management system desired
• Strong organizational time and client management skills
• Effective communication skills : verbal and written
• Strong team player
• Proactive and customer focused approach
• Strong initiative and follow up skills

Benefits

• Recognized Rewards : Thrive in a supportive environment that values your contributions with a competitive compensation package including incentives bonuses and additional earning opportunities.
• Work-Life Balance : Take advantage of flexible working arrangements and generous time-off policies that adapt to your needs and lifestyle.
• Comprehensive Benefits : Access a robust benefits package including company-matched RRSPs designed to support you and your family.
• 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

Culture and Belonging: Our Commitment

At HUB International we are dedicated to fostering a culture where everyone feels a sense of belonging. We value the unique experiences and perspectives that each team member brings creating an environment where all voices are welcomed and respected. 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 isnt just part of what we do—it's at the heart of who we are.

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.

When you join HUB you'll find more than just a career—you'll become part of a team where your skills are valued your growth is encouraged and your contributions have a lasting impact.

Department

Department Account Management & Service

Required Experience : Less than 1 year of relevant experience

Required Travel : No Travel Required

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Key Skills

Business Continuity Planning,Hair And Beauty,Facilities Management,Advocacy,Food & Beverage,Backend

Employment Type : Full-Time

Experience : years

Vacancy : 1