Account Associate, Executive Risk & Financial Institutions

HUB International; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance brokerage in Toronto is seeking a team player to support large commercial accounts in the Financial Institutions and Executive Risk sector. The role involves client communication, policy management, and operational support. Candidates should have a degree in Finance or Accounting, and knowledge of financial analysis is preferred. Strong organizational and time management skills required. Competitive compensation and professional growth opportunities are offered.

Benefits

Competitive compensation package

Flexible working arrangements

Comprehensive benefits package

HUB-sponsored training programs

Professional licensing reimbursements

Exclusive discounts on events and insurance

Qualifications

• Minimum 0-3 years of administrative support experience.
• Knowledge and/or experience in financial statements or financial analysis.
• Willingness to learn new risk and insurance products.

Responsibilities

• Manage file and process efficiently.
• Communicate effectively with clients on insurance matters.
• Prepare client renewal packages and proof policies.

Skills

Strong time management

Attention to detail

Interpersonal skills

Ability to work independently

Proficiency in Microsoft Office

Education

College Diploma or University Degree in Finance or Accounting

RIBO Licensed or willing to obtain

Tools

Epic or similar insurance broker management systems

Job description

About The Role

The Financial Institutions and Executive Risk Practice in Toronto is looking for a strong team player to support our large and complex commercial accounts. This role requires someone with strong time management skills, exceptional attention to detail, and proven support experience. It’s a diverse position that involves client service, market negotiations, team administration, and operational support.

Benefits of being in this position include excellent exposure to executive risk insurance products while working with one of the leading Financial Institution and Executive Risk Practices in the country. You’ll collaborate with a team to determine risk and insurance strategies for a wide array of Canadian financial institutions (with a focus on investment management and private equity) as well as publicly traded companies.

What You’ll Do

• File and process management
• Effective communication with clients regarding their insurance and risk
• Detailed policy proofing/ fact checking
• Preparation of client renewal packages (certificates, summaries, etc.)
• Calculating provincial taxes, preparing premium finance quotes, etc.
• Invoicing / Account Receivables tracking and monthly budget reporting
• Preparing submission to underwriters and following up for responses
• Answering basic client inquiries, communicating with insurance companies
• Input data into computerized database and generating benchmarking reports
• Provide assistance where required within team, including one-off projects

What You’ll Need for Success

• College Diploma or University Degree in Finance or Accounting or equivalent work experience
• RIBO Licensed or willing to obtain within 3 months of employment
• Minimum 0-3 years of administrative support experience
• Knowledge and/or experience in investment or accounting i.e. financial statements, financial analysis
• Strong team player with good interpersonal skills and ability to work independently
• Willingness to learn new risk and insurance products, including strong comprehension skills in reviewing contract/policy language
• Familiarity with the Canadian financial institution or public markets desired
• Strong time management, attention to detail and organized
• Proficient in Microsoft Office: Word, Excel, PowerPoint and Outlook. Adapt to new systems
• Experience on Epic or similar insurance broker management systems (training will be provided)

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:

• 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 isn’t 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 Account Management & Service Required Experience: 1-2 years of relevant experience Required Travel: Negligible

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 [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.